Overview & Responsibilities This position offers a unique opportunity to work yourself into an equity partner position with one of the fastest growing CPA firms in Richmond, Virginia. Timing is perfect as the current managing partner is looking for a likeminded individual to facilitate the transfer of the ownership to them both from the founding partner. The Director is an experienced Certified Public Accountant (CPA) that will demonstrate expertise in a variety of individual, partnership and corporate accounting practices, including payroll and tax. This position will manage a team of accountants and will report directly to the President of the Accounting Department. The Director must have the ability to manage, retain and expand services to clients. The Director must be highly accurate and efficient, utilizing vast knowledge of the current tax code, upholding exceptional standard of client service, and above all else, provide consistent, accurate accounting services to clients on a daily basis. In addition, this position is responsible for the preparation of tax returns during tax season.
• Provide tax consults and onboarding for new clients
• Prepare, review and process all types of complex income tax returns
• Technical review of income tax returns including corporate, partnership, individual, estates and trusts
• Communicate new tax law and regulation changes to clients
• Research and provide resolution to tax issues and questions
• Advise business owners and individuals regarding the tax code
• Discover new business opportunities and contribute to firm's growth and development
• Develop and grow client relationships
• Monitor, train, and mentor team of tax preparers
• Detect and address potential compliance issues proactively
• Maintain compliance with all state and federal regulations at all times
• Communicate with various tax authorities and respond to inquiries
• Uphold the excellent reputation of our firm
• Maintain highly organized and updated client files
• Provide leadership and work collaboratively with other team members to achieve shared goals
Qualifications & Requirements Education & Experience • Bachelor's degree in Accounting or relevant field from an accredited university required
• Certified Public Accountant (CPA) license in good standing required
• Minimum of 5 years of individual, corporate and partnership tax experience in a leadership position
• Exceptional computer skills including databases
• Familiarity with QuickBooks and financial statements
• Experience using Thompson Reuters UltraTax software is a plus
• Proficiency with Microsoft Word, Excel, PowerPoint and Outlook Skills & Core Values
Skills & Core Values • Demonstrated success in all areas of tax and consulting for individuals, businesses and partnerships
• Comprehensive understanding and experience of partnerships
• Strong desire to learn and grow our firm
• Established leadership skills to initiate action and motivate people
• Propensity for strategic thinking, problem solving and decision making
• Demonstrated ability to drive execution and results
• Ability to exercise professional judgment consistent with company culture, departmental operations, and firm expectations
• Demonstrated ability to develop and manage client relationships, client service oriented
• Assume full responsibility for complex compilation and review engagements
• Ability to prepare deliverable work product in its final form without supervision
• Consistent and thorough with an aptitude for numbers and high degree of accuracy
• Strong math, analytical and problem-solving skills
• Excellent communication skills, both written and verbal
• High level of confidentiality and professionalism
• Strong organizational and time management skills
• Ability to manage workflow and ensure projects/tasks are processed in a timely manner
• Ability to be proactive and not reactive in all aspects of daily job functions
• Ability to collaborate and operate as part of a team
• Self-motivated and able to work well within a fast-paced environment with firm deadlines
SALARY & BENEFITS We offer an attractive salary with future opportunities for growth and advancement. In addition, we offer an exceptional benefit package, including an employer 401(k) contributions, Paid Time Off, long-term disability insurance, life insurance, and elective medical, dental and vision benefits.