About the role

  • Certified Public Accountant providing tax services and client communication in New Orleans. Seeking experienced CPA for a hybrid work environment with a focus on client engagement.

Responsibilities

  • Act as the main point of contact for client communications, demonstrating professionalism and expertise in all interactions.
  • Help clients solve their problems, fully understand their needs and provide written solutions outlining timelines and costs. This includes tax planning and financial strategies.
  • Regularly engage and collaborate with top clients and company's project manager to actively identify opportunities for increased engagement, address needs and provide updates.
  • Deliver exceptional customer service with a positive, forward-thinking attitude, seeking creative and dynamic solutions.
  • Conduct tax research and provide guidance on complex tax issues.
  • Prepare and review tax returns for individuals, corporations, partnerships, and trusts.
  • Ensure compliance with regulatory reporting requirements and stay up to date on tax laws and regulations.
  • Review technical work — tax returns and projects — to make sure they meet Company's intended results and resolve any outstanding issues.
  • Effectively overseeing client projects for timely and effective execution that is on budget, ensuring stakeholder confidence, active involvement, and informed decision-making.
  • Coordinate work assigned and explained, and work with team to resolve issues as they arise. The team trusts you and feels supported.
  • Effectively manage and evaluate staff, utilizing unique problem-solving abilities to resolve client and team issues effectively.
  • Revisit/update client scope and budgets. If there are any changes in orders, bring them to the Executive team as needed to re-evaluate and update.
  • Partner closely with Company's Principal, to ensure the company’s vision and strategic goals are implemented.

Requirements

  • Bachelor’s degree in accounting or related field
  • 3-5 years of tax and/or public accounting experience
  • **CPA REQUIRED**
  • Can effectively manage and evaluate staff
  • Are a great team player
  • Possess excellent verbal and written communications skills
  • Strong knowledge of tax laws and regulations
  • Proficiency in financial software such as CCH, Practice ERP, Sage, QuickBooks, or similar programs
  • Relish devising creative solutions to meet clients’ needs
  • Proactively identifying additional opportunities for engagement with existing clients
  • Can take an engagement from the initial planning stages through supervising team members’ work to the engagement’s completion
  • Recognize and report on internal Company opportunities as they arise
  • Excellent analytical and problem-solving skills
  • Strong attention to detail and accuracy
  • Have a passion for meaningful interaction with others – both clients and fellow team members
  • Are extremely customer service oriented
  • You must be legally authorized to work in the United States and are willing to undergo a background check, in accordance with local law/regulations.

Benefits

  • Our client offers an exciting opportunity to contribute to the company's success and work alongside a dedicated team of professionals. They won’t expect or ask you to work overtime, evenings or weekends, and they provide a genuine, collaborative, and positive work environment. If you are a motivated and an experienced CPA with a passion for leadership and client service, send along your resume and salary requirements.

Job title

CPA, Tax Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job