Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs Participate in the development of and support the Client's strategic plans Monitor the financial performance of Clients Compile and analyze financial reporting packages Prepare monthly and annual operating budgets Develop and manage financ

Management of enrollments and determination of employee eligibility. Coordination with Payroll for appropriate benefit deductions. Processing of terminations, address changes and qualifying life events. Monthly billing reconciliation. Assist with Firm Compliance. Handle benefit inquiries and complaints. Develop communication tools. Perform post enrollment audits. Assist w

Identifying tax planning for clients. Prepare complex returns with minimal supervision and minimal errors. Review moderately complex returns prepared by others, identifying issues, errors, omissions and planning opportunities. Successful completes research on highly complex tax matters, demonstrating thorough knowledge of the problems, issues and best solutions in the cir

Be familiar with Firm's procedures, forms and online research tools. Become proficient with firm software including ProSystem fx Engagement and IDEA. Responsible for monitoring actual time versus budgeted time for areas of responsibility. Work with clients and other team members to ensure information is delivered/received in a timely manner to complete the engagement whil

Develop close working relationships with management throughout all areas of the group Ensure that transactions are accounted for in accordance with established company policies and in accordance with US Generally Accepted Accounting Principles Assist in monthly/quarterly/annual close and preparation of relevant work papers Regional and local travel to client locations and

Coordinate various planning phases of engagements and ensure work is on schedule Generate budgets Maintain profitable realization rates Review and evaluate work papers, and determine compliance with professional standards and firm policy Review reports and financial statements Review with the engagement partner significant findings that raise questions involving auditing

Identifying tax planning for clients. Prepare complex tax returns with minimal supervision and minimal errors. Review moderately complex returns prepared by others, identifying issues, errors, omissions and planning opportunities. Successful completes research on highly complex tax matters, demonstrating thorough knowledge of the problems, issues and best solutions in the

Coordinate various phases of engagements, budget time and expenses, monitor actual performance against budget, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosures, and ensure work is on schedule. Generate budgets Review and evaluate work papers and determine compliance with professio

Coordinate various phases of engagements, budget time and expenses, monitor actual performance against budget, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosures, and ensure work is on schedule. Generate budgets Maintain profitable realization rates Review and evaluate work papers a

Answer and route all phone calls Receives the public and answers questions, in person and by telephone; responds to inquiries from employees, clients, etc. and refers, when necessary, to the appropriate person, official or department. Maintain daily sign in sheet for all employees. Update phone list on a weekly basis. File and maintain records. Process and prepare memos,

Assumes responsibility as project leader for special audit projects and provides advisory and consulting services to management. Recommends appropriate staffing requirements to complete the audit Coordinates and directs activities of assigned auditors Trains and provides guidance of auditing tasks and procedures; reviews work for completeness; and submits evaluations on a

Answer and route all phone calls Greet internal and external guests and clients, either in person or by telephone Responds to inquiries from employees, clients, etc. and refers, when necessary, to the appropriate person, official or department. Sort and distribute mail throughout office Support tax administrative activities Responsible for daily scanning of tax documents

Be familiar with Firm's procedures, forms and online research tools. Become proficient with firm software including ProSystem fx Engagement and IDEA. Responsible for monitoring actual time versus budgeted time for areas of responsibility. Work with clients and other team members to ensure information is delivered/received in a timely manner to complete the engagement whil

Identifying tax planning for clients. Prepare complex tax returns with minimal supervision and minimal errors. Review moderately complex returns prepared by others, identifying issues, errors, omissions and planning opportunities. Successful completes research on highly complex tax matters, demonstrating thorough knowledge of the problems, issues and best solutions in the

Interact closely with clients to provide innovative business, tax planning, consulting and compliance services in a timely and effective manner. Prepare and review federal and state corporate, individual, and partnership returns, including exercising professional judgement with respect to issue identification to develop solutions. Supervise and help drive the success of m