Purpose of Role:

- Responsible for promoting a culture of development by leading and mentoring junior team members toward meeting and managing client and firm expectations

- Responsible for managing relationships throughout the engagement

- Ensure proactive and professional communication with key stakeholders

Qualifications, Skills, Experience and Personal Attributes:

- Designated CPA

- 1-2 years experience post-designation

- Minimum 3 years of experience with public company work

- Demonstrated expert knowledge of relevant accounting principles and GAAP

- Strong working knowledge of accounting systems, Taxprep and Microsoft Office, particularly Microsoft Excel

- Excellent verbal and written communication skills

- Strong organizational skills with the ability to multi-task and work under pressure

- Provides quality client service

- Creative problem-solving ability

- Strong engagement management skills

- Strong interpersonal and relationship-building skills

- Experience supervising and mentoring Junior Accountants

- Identifies engagement issues and attempts to resolve them

Responsibilities:

- Train and mentor junior team members and provide feedback

- Understands client business and identifies issues and suggests improvements

- Is able to produce concise and complete reports for review by the engagement manager

- Applies technical knowledge and research in formulating client and firm related recommendations

- Working with the engagement manager, anticipates engagement issues and risks, assesses alternatives and takes appropriate action

- Manages one or more routine client engagements or assists in managing one or more complex client engagements

- Develops a working knowledge of the business market

- Build effective working relationships with client contacts, and respond effectively to client requests

- Identify new business opportunities with existing clients

- Ensure compliance with internal control and policies

- Coordinate more complex accounting projects and initiatives with other members of the accounting team and other departments

- Communicating with other members of the client service team, including partners and managers, to ensure client expectations are met and managed in a timely fashion

- Actively supports and participates in firm-wide initiatives

- Participates in the firm's Team Development and Performance Management Program

- Promotes the firm's Quality Control Standards