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Tax-Senior, NY/NJ


Summary:

 

We are seeking a dedicated tax professional to join our team as a senior. We expect our seniors to exhibit excellent technical skills and the ability to work independently as well as within a team.

 

Skills Required:       

   

  • 4+ years experience in a public accounting firm
  • Can manage multiple-high demand projects at once while completing each client’s engagement within budget
  • Excellent technical skills across a broad range of accounting and tax issues
  • The capability to supervise one or more staff assistants as necessary
  • Top-notch professionalism both with staff and with clients in high pressure situations
  • Proficiency in Microsoft Excel, QuickBooks and Accounting software

 

Responsibilities:

 

  • Utilizing your technical knowledge and skills to submit self-reviewed work which requires few changes to be made by the manager
  • Scheduling projects/engagements based on priorities, due dates, etc. and completing them in a timely manner, avoiding last-minute rush jobs
  • Overseeing, supervising, and monitoring the work of the staff assistants on your team by providing on-the-job training and feedback on their work, as well as ensuring that each project is completed accurately and within budget
  • Controlling the field work on engagements, making sure that it gets done correctly, within budget and on time. This begins with planning the engagements, writing the engagement letter and establishing a detailed budget, and ends with the completion of the work papers and final product, with possible involvement in drafting the bill.
  • Developing meaningful contact with clients and gaining their confidence
  • Participating in the firm’s business development activities by identifying leads for managers and partners to close pursue
  • Identifying expanded service opportunities for existing clients and actively participating in networking, such as with community and professional organizations
  • Adhering to and communicating firm policies and procedures
  • Performing other job-related duties as required


E.C. Ortiz is now Roth&Co!

We are pleased to announce our merger with Roth&Co, a leading accounting and financial services firm with locations in New York, New Jersey and Israel.

Read the full statement by Ed Ortiz Explore the newly expanded Roth&Co