Woodbury, NY. My client specializes in accounting and consulting services for businesses and individuals. We currently have offices in Long Island and NYC. Join a rapidly growing organization with a strategic vision and dynamic plan. Tremendous opportunity for a CPA with 10+ years of experience looking to be a partner and to join our dynamic team in our Woodbury, NY office.
This position is for an ambitious individual looking to be a partner in a rapidly growing and successful CPA practice. We would like for this individual to transition a high-volume of write-up/tax clients from a partner planning to retire in a few years.
Candidate should be proficient with general ledger activity and all aspects of tax preparation and planning including sales tax. The ability to develop and maintain client relationships is a must. Individual should have excellent communication skills being able to communicate effectively with clients and staff.
Key Objectives:
- Assume responsibility for planning, supervising, and completing engagements.
- Plan the timing and assigning of staff to engagements.
- Supervise and lead Managers, Supervisors, and Staff Accountants, as well as provide feedback
- to them and evaluate their progress.
- Develop new client contacts and relationships beneficial to the firm.
- Recognize opportunities to provide additional services to existing clients and efficiencies
- within the workplace.
- Apply knowledge of current issues in tax, regulatory requirements, and industry-specific
- concerns to clients and be able to identify where they may impact a client and recommend
- strategies
- Assume responsibility for planning, supervising, and completing engagements.
- Review engagement work papers, resolve any problems and keep the partner informed of all
- important developments in the engagement.
- Provide on the job training to team members
- Assist in administrative functions as assigned by the partners.
- Requirements:
- Excellent communication skills. Able to communicate effectively with business owners and personnel.
- Possess a positive, can-do attitude with a firm-first mindset and be a team player.
- Strong experience using tax preparation software and Microsoft Office.
Tax Principal Job Description
- Strong experience using tax software with Thomson Reuters UltraTax CS and/or CCH ProSystem FX, Microsoft Office, and Intuit QuickBooks
- Demonstrate knowledge of prevailing tax laws and developments
- Be proficient in the preparation of various tax returns, including, but not limited to: Individual,
- Fiduciary, Corporate, Partnership, Sales Tax and Multi states
- Proactive, self-motivated, well organized, and possess the ability to manage work effectively
- with others while managing client relationships
- Superior attention to detail
- Must be organized and proactive
- Ability to communicate with business owners and personnel
- Bachelor of Science in Accounting
- Active New York CPA
- 10+ years of recent, continuous CPA firm experience
- Experienced tax professional
- Extensive experience with write-ups and sales tax returns
- Full-time work in the NYC office plus travel to client offices
- Recognize opportunities to provide additional services to existing clients and efficiencies
- within the workplace.
- Salary: Up to $200k + (Commensurate with experience) + discretionary bonus Job Type: Full-time
- Benefits: •
- 401(k)
- Dental Insurance
- Vision insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off;
- Schedule:
- Monday to Friday in office from 9:00am – 5:30pm with increased hours for busy seasons
