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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client engagements, including financial statements and tax returns, while ensuring quality control and budget compliance. Proven ability to develop client relationships, support business development, and mentor staff in a public accounting environment.
Highest-signal resume keywords
Active CPA CertificationPublic Accounting ExperienceClient Engagement ManagementSupervisory ExperienceBusiness Development
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 Statement PreparationTax Return PreparationQuality Control StandardsBudget DevelopmentCharge-Hour Management
Soft Skills
Verbal CommunicationWritten CommunicationTeam Culture DevelopmentConflict ResolutionMentoring
Tools & Technologies
Applicable Technology Proficiency
Certifications & Qualifications
CPA Certification
Industry Keywords
Public AccountingClient RelationshipsEngagement DeliverablesPractice DevelopmentCross-Selling
About the role
Key responsibilities & impact- Serve as the client’s trusted advisor and demonstrate knowledge of industry trends
- Identify client issues and conflicts and proactively communicate solution options
- Manage staff on engagement deliverables, including financial statements, tax returns, and work papers
- Complete technical and strategic reviews and ensure quality control standards, on-time delivery, and budget compliance
- Handle client responsibilities using proficient technical knowledge of trends, industries, and alternatives
- Understand client organizations, procedures, and internal policies
- Support new client development with upper management through meetings, presentations, proposals, and cross-selling
- Manage and retain multiple client relationships, engagements, and special projects
- Develop engagement budgets and meet charge-hour goals
- Manage billing and realization for assigned clients and explain variances
- Supervise, train, and mentor staff
- Foster a positive team culture and support management decisions
- Participate in practice development activities generating new business and cross-selling opportunities
- Perform additional responsibilities as assigned
Requirements
What you’ll need- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
Benefits
Comp & perks- Opportunities to grow personally and professionally throughout your career
- Hybrid work arrangement