Key Responsibilities

• Oversee client financial statements for accuracy and timeliness

• Review and prepare profit allocations for multi-owner clients.

• Oversee client tax onboarding.

• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.

• Manage the client relationship (i.e.: running meetings and correspondence).

• Oversee semi-annual client meetings for financial review and tax planning.

• Responsible for preparation for meetings and any follow-ups that result.

• Oversee client’s strategic planning activities.

• Oversee preparation and analysis of dental practice buyer financial due diligence.

• Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.

• Oversee tax notice resolutions.

• Oversee government audits.

• Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.

• Research and answer client’s accounting and tax questions.

• Stay up to date and research new tax laws and prepare internal educational materials.

• Consistently remains alert to client satisfaction, addresses client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.

• Build and maintain successful relationships with clients, their personnel and our staff.

• Model excellence in performance and approach to their work and have the ability to train others in areas of expertise.

• May manage tax employees; formally or informally.

• Other duties as assigned.

Key Requirements

• Bachelor's degree in accounting required, master's degree in accounting/finance or MBA preferred

• 5+ years of successful CPA firm experience and/or Big 4 experience, with business tax experience (corp, partnership, individual, trust)

• Active CPA licensure

• Knowledge of California tax laws, preferred

• Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes

• Demonstrate the ability to research and provide solution options for difficult tax problems

• Excellent verbal and written communication skills

• Willingness to understand and properly communicate difficult issues to clients

• Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education

• Ability to build relationships in the business community to generate future leads and referrals

• Deep knowledge and expertise in medical and dental industry metrics, preferred