Duties and Responsibilities (Essential Functions):

• Provide excellent customer service
• Be aware of the client’s journey
• Be aware of the client’s challenges
• Formulate and recommend solution for client challenges to manager
• Process interim and annual compilations and preparation of financial statements (including full disclosure statements)
• Assist with supervision of projects as needed
• Review accounting and tax projects as required
• Prepare expert level individual and business returns
• Lead in tax planning projects for individuals and businesses
• Research more complex accounting and tax issues as required
• Consult with clients as needed
• Develop new and existing client relationships
• Manage and review payroll and sales tax reports
• Research and resolve IRS notices
• Meet utilization and realization standards
• Look for ways to grow and improve the firm
• Mentor and train other staff members by providing guidance and serving as a professional role model
• Available to work during normal business hours
• Ability and willingness to work overtime, after hours and/or weekends as needed to meet business demands with prior manager approval
• Adhere to all DRDA policies
• Promote and demonstrate a sound understanding of firm purpose, brand promise and core values
• Perform special projects on request
• Perform all other related duties as assigned

Technical Skills

• Sound understanding of accounting concepts and theory

• Advanced knowledge of tax laws

• Fundamental ability to apply tax knowledge to client problems

• Able to read and understand technical forms and financial reports

• Proficiency with research tools

• Sound understanding of business of accounting rather than practice of accounting

• Strong understanding of all of DRDA services

• Strong understanding of firm’s marketing plan and efforts

• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow

Qualifications

• Bachelor’s degree (BA/BS)

• 5+ years related experience

• Demonstrate ability to plan and organize projects

• Proficient in Microsoft Office Suite

• CPA License is preferred