Tax Principal JK Executive Strategies has partnered with a well-established CPA firm, headquartered in Rochester, NY in search of a Tax Principal to join its team. This organization is full of dedicated team members who strive for excellence while serving the Rochester community. Our client values it's team, recognizing that it's people are the more important resource!This opportunity will work with the Firm's Partners and staff, with opportunity to grow into a Partner. Are you a focused leader? How about somebody who is looking for a collaborative team environment? This could be the perfect opportunity for you!Responsibilities
- Becoming the firm's technical subject-matter expert in a significant area of value to the firm and its clients.
- Being actively involved in firm committees to help maximize potential and results of such committees.
- Taking on leadership roles at the firm level, beyond the immediate team.
- Communicating ideas for improving firm processes/operations and assisting with the creation of the plan to implement such ideas.
- Working with partners and management on strategy development and execution planning.
- Aggregate responsibility for planning, supervising, and completing engagements.
- Plan the timing and assigning of staff to engagements.
- Review engagement workpapers, resolve any problems, and proactively keep the partner informed of all important developments in the engagement.
- Possess a working knowledge of firm technology, including the use of the firm network, email, and the Internet; and the use of Microsoft Word, Excel, and PowerPoint; and firm tax preparation, research and time and billing software.
- Prepare client billings.
- Train, coach, mentor and evaluate the performance of supervisors and senior accountants.
- Develop new client contacts and relationships beneficial to the firm.
- Assist in administrative functions as assigned by the partners.
- Recognize opportunities to provide additional services to existing clients.
- Perform other duties as assigned from time to time by the firm's partners.
Qualifications
- Bachelor's degree in accounting or equivalent education.
- 3+ years' experience as a senior/supervisor accountant (or equivalent experience as deemed appropriate by the partners) and/or 3+ years' experience as a manager (or equivalent experience as deemed appropriate by the partners).
- CPA license, required.
- Impeccable verbal and written communication skills.
- Excellent interpersonal abilities and negotiation tactics.
- Proactive and independent thinker.
- Superb time management skills with a proven ability to meet deadlines.
- Expertise and knowledge with laws, regulations, and best practices.
- Technology savvy. Proficient with Microsoft Office Suite or related software.
- Experience with CCH Products, Workstream a plus.
Salary Range
- $140K (not including incentivized compensation and/or benefits)
JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.