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Developing a relationship with engagement-related client personnel who are responsible for tax matters.
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Maintains contact with client personnel responsible for tax matters throughout the year; possesses a good knowledge of the client and the client’s business especially as related to tax matters.
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Identifying tax planning & consulting opportunities
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Having the ability to work for multiple clients simultaneously
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Communicating directly with clients and serving as the primary point of contact
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Proactively communicates with other staff on status of projects and assistance needed
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Mentoring and participating in training as an attendee and as a leader
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Brings unusual or significant tax questions to the attention of the manager or partner
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Able to tackle more complex accounting and/ or tax issues
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Being cognizant of time budgets, but does not allow time budgets to sacrifice the quality and/or efficiency
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Possess a broad tax knowledge and a basic knowledge of generally accepted accounting principles
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Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies and industry specific procedure
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Knowledge of business trends
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Ability to review and provide feedback on tax work prepared by all staff in a professional manner
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The ability to establish a rapport and good communication with clientel
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Ability to gather, organize and summarize information efficiently and effectively
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Ability to adhere to given budgets and time deadlines
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Proficient in MS Word, Excel, PowerPoint and the Internet
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Motivate, develop and direct people as they work
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Demonstrates excellent verbal and written communication skills
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Applies principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
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Demonstrates strong organizational skills and attention to detail
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Ability to train, orient and mentor staff
