Our employees enjoy the opportunity to work directly with clients’ key decision makers and company owners of high profile and emerging businesses. This hands-on experience helps them gain a better understanding of the challenges facing our clients and allows them to see firsthand the positive impact their work can have on the client's business.
Providing high level tax planning, tax provision and tax compliance services for corporations, LLCs and partnerships
Extensive tax expertise and knowledge in financial services
Extensive tax expertise and knowledge in merger, acquisition and disposition transactions
Managing all aspects of client accounts and fostering client relationships.
Recognizing and creating opportunities to expand additional tax, audit and consulting services to clients
Performing tax analysis, handling routine and complex client tax questions, resolving complex issues, and overseeing complex tax research projects.
Growing, developing and expanding the firm's offering of tax, audit and consulting services to non-clients
Developing, training, mentoring and coaching our people
Ability to plan client engagements, provide tax consulting services, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
Possesses in-depth and current knowledge of tax laws and regulations
Proven record of building profitable, sustainable client relationships with CFOs, Controllers, and mid-sized business owners
Business development experience. Track record of generating extended services from existing clients as well as developing new clients
Experience with FAS109 and FIN48
Excellent written and verbal communication skills
Highly developed problem solving and analytical skills needed
Project management and critical thinking skills needed
Bachelors degree in Accounting or related field
Minimum of 5+ years recent public accounting experience serving the middle market corporations, LLC and partnerships