Accountant - Lending Firm - CPA

Preferred Skills, Experience and Education:

- Bachelor's or master's degree in business, Accounting, or Finance

- Chartered Accountant/Certified Public Accountant (CPA)/Enrolled Agent (EA) certification required

- High level of people and project management skills

- Minimum 4+ years professional experience in public accounting working on US tax business and individual returns

- Successful problem solving and analytical skills

- Proficient in the use of computers, accounting software and tax software programs

- Solid interpersonal and communication skills, both written and verbal

- Ability to train and supervise staff in tax, software skills, etc.

- Ability to perform under time pressures and meet deadlines

- Strong work ethic, honest and ethical

What you'll do:

- Review US business and individual tax forms/paperwork prepared by the junior staff

- Proactive in managing the engagement; identifying and resolving issues, anticipating needs (client, Partner, and deliverable timelines).

- Develops a relationship and maintains contact with clients throughout the year; possesses thorough knowledge of client and all facets of client's business.

- Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members, and uses current technology and tools to enhance the effectiveness of deliverables and service.

- Plans, supervises, reviews and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards. This includes responsibility for client adherence to compliance related deadlines such as extensions, tax estimate requirements and tax return filings, supervising time budget development and working with internal staff and clients to plan engagement requirements, objectives and strategies.

- Communicates progress of engagements, problems and resolutions to client and team.

- Demonstrates a thorough understanding of complex tax concepts and their application to client situations.

- Mentoring and guiding a group of Tax staff, including their career development, training and professional development, productivity and performance.

- Evaluates the performance of Tax staff and provides verbal and written feedback regularly.