About this role
Responsibilities
- Manage clients' financial operations, including taxation, accounting, bookkeeping, and payroll management.
- Ensure strict compliance with US taxation laws and regulations, including the timely filing of tax returns and payments.
- Lead tax planning and advisory for assigned clients, identifying opportunities to reduce tax liability and support their long-term financial goals.
- Collaborate closely with the sales and business development team to originate and pursue new client opportunities, including proposals, pitches, and client meetings, and help grow the firm's client base.
- Manage accounts receivable (AR) and accounts payable (AP) processes, encompassing invoicing, collections, payments, and meticulous reconciliation.
- Maintain meticulous and current financial records and documentation, utilizing advanced accounting software such as QuickBooks.
- Analyze financial data and trends to derive actionable insights and recommendations aimed at enhancing financial performance and operational efficiency.
- Foster collaboration across departments to align financial strategies with business initiatives and strategic objectives.
- Provide mentorship and guidance to junior accounting staff, cultivating a supportive and collaborative work environment.
- Facilitate smooth client onboarding processes for all assigned engagements, ensuring adherence to established protocols.
- Actively contribute to client acquisition and retention efforts, delivering unparalleled customer service at every interaction.
- Organize and update financial records, both digital and physical, to ensure accuracy and accessibility.
- May participate in external audits, collaborating with auditors and providing required documentation and information as needed.
- Prepare comprehensive year-end audit schedules and provide support throughout the audit process as needed.
- Assist in documenting, designing, and testing processes and procedures impacting financial statements or company performance.
- Drive efficiency by assisting in the automation of systems and spreadsheets to streamline accounting functions and processes
Job Skills & Requirements
- Bachelor's Degree in Accounting, Finance, Business Administration, Economics, or related; Master's degree is a plus
- CPA license or Enrolled Agent (EA) credential is a must
- 5+ years of professional experience in accounting and tax, with a strong focus on tax planning and advisory . Public accounting experience is preferred
- Proven experience advising clients on tax strategy/planning beyond compliance and preparation is a huge plus
- Demonstrated experience in, or strong appetite for, client acquisition and business development , such as originating new engagements, leading proposals and pitches, or growing existing client relationships
- Strategic, growth-oriented mindset, with a genuine interest in long-term career advancement; strong performers may grow into leadership responsibilities over time
- Ability to build trusted relationships with clients and referral partners
- International tax knowledge is a strong plus
- Excellent verbal and written communication skills, including confidence presenting to clients
- Proficiency in Microsoft Word, Excel, and Outlook
- Experience with QuickBooks and/or other accounting software
- Experience with UltraTax and/or other tax preparation software
- Dependable, self-directed, and detail-oriented, with an end-result-oriented work style
- Positive team player and fast learner who masters new concepts quickly
Our Benefits
- Competitive salary based on experience plus performance-based bonus
- Medical, dental, and vision insurance
- Life insurance
- 401K plus company match
- Great international work environment
- Excellent ongoing training
- Paid vacation and holidays
- Growth opportunities