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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in preparing financial statements and tax returns, with a strong focus on client communication and relationship management. Capable of analyzing financial ratios and managing multiple projects while meeting budget and realization goals.
Highest-signal resume keywords
Financial Statement PreparationTax Return PreparationPublic Accounting ExperienceCritical ThinkingProficient Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisTax ServicesCash Flow ProjectionsIncome Tax ProjectionsBusiness Tax ReturnsPersonal Tax ReturnsFinancial Ratio CalculationClient Relationship Management
Soft Skills
Attention to DetailTeam CollaborationFlexibilityMultitasking
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Public AccountingPrivate Accounting
About the role
Key responsibilities & impact- 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
- Meet budget and realization goals for clients and team
- Prepare financial statements
- Perform tax services and consulting for clients
- Deal directly with client personnel with guidance
Requirements
What you’ll need- At least 3-5 years of experience in public or private accounting
- Experience with financial statements and tax returns is required
- Prior experience in public accounting is strongly preferred
- Bachelor's degree is strongly preferred
- Strong attention to detail
- Ability to work well in a team environment
- Ability to be flexible
- Ability to think critically
- 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
- No supervisory skills are required
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Competitive compensation
- Industry-leading benefits
- Work/life balance
- Continuous learning and advancement opportunities
- Collaborative culture
- Freedom to innovate