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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 adherence to budgets. Proven ability to develop client relationships, mentor staff, and contribute to business development initiatives.
Highest-signal resume keywords
Active CPA CertificationPublic Accounting ExperienceClient Engagement ManagementSupervisory ExperienceFinancial Statement Preparation
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 ManagementQuality Control StandardsBudget DevelopmentClient Relationship Management
Soft Skills
Verbal CommunicationWritten CommunicationTeam LeadershipConflict ResolutionMentoring
Tools & Technologies
Accounting SoftwareFinancial Analysis ToolsTax Preparation Software
Certifications & Qualifications
CPA CertificationMaster's Degree in AccountingMaster's Degree in Taxation
Industry Keywords
Public AccountingClient EngagementsPractice DevelopmentCross-SellingBusiness Development
About the role
Key responsibilities & impact- Serve as the client’s trusted advisor and identify client issues, conflicts, and solution options
- Manage staff and engagement deliverables, including financial statements, tax returns, and work papers
- Perform technical and strategic reviews and ensure quality-control standards, on-time delivery, and budget adherence
- Apply technical knowledge of client responsibilities, industry trends, and alternatives
- Understand client organizations, procedures, and internal policies
- Develop new clients with upper management and participate in 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 and explain variances
- Supervise, train, and mentor staff
- Foster a positive team environment and support management decisions
- Participate in practice-development activities generating new business and cross-selling opportunities
- Perform additional assigned responsibilities
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 verbal and written communication 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
- Master’s degree in Accounting, Taxation, or related field preferred
Benefits
Comp & perks- Opportunities to grow personally and professionally throughout the career
- Hybrid work arrangement