Role Description
The Senior is responsible for managing client engagements end-to-end while mentoring associates and contributing to team success. This role requires a higher level of technical expertise, leadership, and client management skills.
Key Responsibilities:
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Lead and manage client engagements, including planning, execution, and review phases, ensuring tasks are completed on time and within budget.
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Delegate tasks effectively to team members and monitor progress to meet quality standards.
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Train and mentor associates, providing constructive feedback to foster professional growth.
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Coordinate with other departments (e.g., audit, consulting) to deliver integrated client solutions.
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Apply technical expertise to resolve complex issues and contribute to the firmβs business development activities.
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Stay updated with industry trends and best practices to enhance client service and internal processes.
Qualifications
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Bachelorβs degree in Accounting, Finance, or a related field (Masterβs degree is a plus).
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CPA or EA certification (or actively pursuing it).
Requirements
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3β5 years of experience in tax, including significant hands-on experience in US individual income taxation, is required.
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Demonstrated ability to manage end-to-end client engagements and supervise junior team members.
Technical Skills
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Advanced knowledge of accounting standards, tax regulations, and financial reporting.
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Proficiency in accounting software and tools (e.g., Xero, QuickBooks, and workflow automation platforms).
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Experience in coordinating across multiple departments for integrated client solutions.
Soft Skills
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Trust & Discretion: You handle sensitive client information with integrity, confidentiality, and reliability.
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Client Communication: You explain complex tax matters clearly, communicate proactively, and push back when needed.
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Relationship Skills: You build strong relationships with demanding international clients and their advisors.
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Precision & Perspective: You combine sharp attention to detail with a view of the client's overall situation.
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Adaptability & Problem-Solving: You thrive in a fast-paced environment and find creative, practical solutions.
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Organization: You manage multiple clients and deadlines efficiently and calmly.
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Fluency in both English and French is required (written and spoken).
Benefits
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π₯ Health insurance 100% covered, with HSA & FSA options
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π° 401(k) with 100% match up to 6% β starting after 3 months
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π΄ Unlimited PTO (with a real minimum of 2 weeks β we mean it)
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π Flexible remote policy β work from our offices (NYC, Austin, Miami, Atlanta) or anywhere in the US
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β Office perks: breakfast, afternoon snacks, and Thursday Happy Hours
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βοΈ Up to 8 weeks/year working from abroad, because we know what it means to be international