• Prepare/write up full monthly work for more complex clients
• Communicate with team members for missing items for monthly work
• Calculate, review, and analyze financial ratios
• Complete more complex business and personal tax returns
• Begin client relationship and discuss open items
• Work closely on income tax projections, cash flow projections, and buy/sell transactions
• Prepare/write up full monthly work for more complex clients
• Communicate with team members for missing items for monthly work
• Calculate, review, and analyze financial ratios
• Complete more complex business and personal tax returns
• Begin client relationship and discuss open items
• Work closely on income tax projections, cash flow projections, and buy/sell transactions
• Start to work independently with minimal review on work performed
• Understand priorities and communicate those priorities effectively
• Ability to meet budget and realization goals for both for clients and team
• Experience with financial statements and tax returns is required
• Prior experience in public accounting is strongly preferred
• Bachelor's degree is strongly preferred
• Has exposure using NetSuite and QuickBooks
• Strong attention to detail
• Ability to work well in a team environment
• Ability to be flexible
• Ability to think critically/analytical thinker
• Ability to handle more than one project / task at a time
• Ability to learn different software and understand how they work and improve the firm
• Proficient communication skills to talk to clients and team members
• Problem-solving skills
• Has a quality of a leader
• Amenable to work on a d ayshift - 6:30am to 3:30pm PHT (5am-2pm at least twice a week)
• Amenable to work on a hybrid work set up (2 days onsite + 3 days WFH)