Responsibilities
- Supervision and training of assigned Staff Accountants and assigned Account Managers
- Review and possible preparation of moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts)
- Stay abreast of changing state and federal laws, policies, and economic/political climate which may affect clients’ finances
- Supervise and review Staff Accountant’s and/or Senior Staff Accountant’s preparation of moderately complex tax returns
- Conduct tax research and multi-jurisdictional planning, and foreign touring clearances
- Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
- Communication with clients and client representatives via phones, email, and in-person meetings
- Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed
- Assist Managing Director in identifying and onboarding prospective clients
- Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end
- Other projects and duties as assigned
Requirements
- Bachelor's degree with at least 4+ years in a similar role is required
- Proven knowledge of auditing standards, procedures, laws and rule/regulations
- Sense of urgency and demonstrated ability to follow through
- Commitment to professionalism and accuracy
- Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
Nice to Have
- Master's Degree, CPA and/or 6+ years in a similar role is highly preferred
- Basic understanding of AgilLink is highly preferred
- Familiarity with GoSystems, CCH Axcess, or SurePrep required
- Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred
Benefits
- annual bonus
- comprehensive benefits package
Work Arrangement
Hybrid
Additional Information
- Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
- Gelfand, Rennert & Feldman is an Equal Opportunity Employer.