Posted: 07/01/2011;
Location: Roseland, New Jersey;
Practice Group(s): Family Office Group
;
Directions
Education: Bachelors degree in accounting or a Bachelors degree plus all required courses to sit for the CPA. Advanced degree in taxation and/or CPA license is preferred.
Experience:
· Minimum of 5 Years in a Public Accounting environment.
· Specialized experience with high net worth individuals.
· Experience supervising staff is required.
· Experience with commercial clients, partnerships, and/or trusts is desirable.
Skills:
· Computer Literacy, including strong Microsoft Excel skills
· Excellent verbal and written communication skills.
· Ability to work within a team environment
Responsibilities:
Tax Related Tasks:
o Form 1040/1041/1065 review.
o Coordinate with business management personnel
o Assist principals in tax planning and consulting for clients.
o Estimated income projections for quarterly tax payments
o Ability to use research material to address client specific issues
o Critical review of client documents
o Handle all client related compliance filings
General Tasks:
o Oversee, train, and develop staff as well as provide informal and formal feedback regarding their performance.
o Review and maintain budgets.
o Keep principals updated about the status of the engagement.
o Maintain client relations.
o Answer various questions from staff that is working on engagements.
o Service clients and respond to requests and questions
o Manage billing for clients
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