Insite US
Director - Head of UK & US Recruitment at Insite Group
My Client, a well-respected CPA firm is seeking to hire a seasoned CPA with over 10 years of experience for a tremendous opportunity to become a partner and lead a thriving practice. This role will join their dynamic team and step into the role of transitioning a retiring partner.
About the Role We are seeking an ambitious CPA to take on a high-volume portfolio of write-up and tax clients from a partner who will be retiring in a few years. This is an exceptional opportunity to join a rapidly growing and successful CPA practice.
Key Responsibilities
Plan, supervise, and complete engagements, including timing and staff assignments.
Lead and mentor Managers, Supervisors, and Staff Accountants, providing feedback and evaluating their progress.
Develop and maintain strong client relationships and recognize opportunities to offer additional services.
Apply knowledge of current tax issues, regulatory requirements, and industry‑specific concerns to advise clients.
Review engagement work papers, resolve issues, and keep the partner informed of significant developments.
Provide on‑the‑job training to team members.
Assist with administrative functions as assigned by the partners.
Requirements
Excellent ability to communicate effectively with business owners, clients, and staff.
Positive, proactive, team‑oriented mindset with a firm‑first approach.
Strong experience with tax preparation software (Thomson Reuters UltraTax CS and/or CCH ProSystem FX), Microsoft Office, and Intuit QuickBooks.
In-depth understanding of prevailing tax laws and the ability to prepare various tax returns (Individual, Fiduciary, Corporate, Partnership, Sales Tax, Multi‑state).
Highly organized and detail‑oriented with the ability to manage multiple tasks and client relationships.
Bachelor of Science in Accounting, Active New York CPA license, and over 10 years of recent, continuous CPA firm experience.
Proven track record as an experienced tax professional with extensive experience in write‑ups and sales tax returns.
Excellent Package and Equity is on offer!
#J-18808-Ljbffr
About the Role We are seeking an ambitious CPA to take on a high-volume portfolio of write-up and tax clients from a partner who will be retiring in a few years. This is an exceptional opportunity to join a rapidly growing and successful CPA practice.
Key Responsibilities
Plan, supervise, and complete engagements, including timing and staff assignments.
Lead and mentor Managers, Supervisors, and Staff Accountants, providing feedback and evaluating their progress.
Develop and maintain strong client relationships and recognize opportunities to offer additional services.
Apply knowledge of current tax issues, regulatory requirements, and industry‑specific concerns to advise clients.
Review engagement work papers, resolve issues, and keep the partner informed of significant developments.
Provide on‑the‑job training to team members.
Assist with administrative functions as assigned by the partners.
Requirements
Excellent ability to communicate effectively with business owners, clients, and staff.
Positive, proactive, team‑oriented mindset with a firm‑first approach.
Strong experience with tax preparation software (Thomson Reuters UltraTax CS and/or CCH ProSystem FX), Microsoft Office, and Intuit QuickBooks.
In-depth understanding of prevailing tax laws and the ability to prepare various tax returns (Individual, Fiduciary, Corporate, Partnership, Sales Tax, Multi‑state).
Highly organized and detail‑oriented with the ability to manage multiple tasks and client relationships.
Bachelor of Science in Accounting, Active New York CPA license, and over 10 years of recent, continuous CPA firm experience.
Proven track record as an experienced tax professional with extensive experience in write‑ups and sales tax returns.
Excellent Package and Equity is on offer!
#J-18808-Ljbffr