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Years of Experience
Date Last Verified
ProfileTax Senior - Private Client Services The candidate will contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Will develop and deliver timely and high-quality services and work products. Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth. Research complex tax issues and develop quality, practical tax planning. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients. Analyze data and prepare workpapers based on professional standards. Process data and convert it to a client-ready product. Supervise staff members, review their work product for completeness and accuracy, and prepare it for client delivery. Leverage technology to continually maximize productivity. Determine the accuracy and completeness of the product by performing quality assurance procedures. Participate in recruiting efforts when necessary. Perform other related duties, as required.
Qualification and Experience
The candidate should have a Bachelor's degree in a related field (Accounting, Business Administration, Economics, Finance, Mathematics) and 3 years of tax or related experience. Must have 1+ year of tax and/or financial planning or relevant experience. Active progress towards the CPA certification and membership in the Bar required. Knowledge of current automated tax processing systems and tax laws within an area of technical specialization is needed. Proficient knowledge of automated tax processing systems is essential.
Ref. #: CHI006EP