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Acquires strong working knowledge of client's business.
Builds strong working relationships with clients to gather information, resolve problems and to sell/cross-sell products or services.
Effectively documents work, identifies and solves issues and draft client reports.
Identifies, communicates and solves engagement and technical issues as well as communicating engagement progress in a timely and organized manner.
Assists in identifying business development opportunities and in developing new business proposals, budgets and fee quotes.
Assists in preparing billings and in collections.
Supervises, trains and mentors Tax Associates.
Works as an effective team member to successfully complete engagements including:
o Preparing complex tax returns and tax planning calculations.
o Reviewing less complex individual and business tax returns.
o Conducting complex research and drafting tax memos.
o Assisting in drafting responses to IRS and state agency audits, inquiries and tax notices.
o Assisting with administrative projects such as the annual revision to checklists and engagement letters.
REQUIRED SKILLS:
Strong project management, organizational skills and attention to detail.
Strong analytical, technical and research skills.
Ability to balance multiple priorities and complete assignments within time constraints and deadlines.
Strong verbal and written communication skills.
Ability to quickly adapt to changing client and business dynamics with recommended solutions.
Join us in Wakefield, Massachusetts, where exciting job opportunities await! Located just north of Boston, Wakefield offers a perfect blend of historic charm and modern amenities. With its proximity to beautiful Lake Quannapowitt, vibrant downtown area full of shops and restaurants, and cultural gems like the Albion Cultural Exchange and Lakeside Pavilion, Wakefield provides an ideal backdrop for career growth and work-life balance. Explore our job listings today and discover why Wakefield is the perfect place to take your career to new heights!
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