[Hiring] Lead Consultant @Synergy Staffing

Role Description

You will work side-by-side with firm leadership to serve clients and help further their mission, having a direct impact on the firm's success.

• Be a trusted member of the team providing various tax and advisory services to many different types of nonprofits.
• Review and analyze nonprofit tax returns, provide analysis and consultation, and communicate with clients to discuss best practice nonprofit tax reporting.
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of best practice tax reporting.
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to clients.
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery.
• Maintain current knowledge of federal and state nonprofit tax laws and regulations.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in your professional development individually and through participation in firm-wide learning and development programs.

Qualifications

• 4-year degree; CPA (preferred), Law License or Enrolled Agent.
• A minimum of (10) years of experience providing federal tax compliance, preferably in the nonprofit tax area.
• Five (5)+ years of supervisory experience, mentoring and counseling associates preferred.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Highly developed software and Microsoft Suite skills.