UHY LLP

  • R&D Tax Principal Accountant

    Job Locations US-MI-Sterling Heights
    Posted Date 2 months ago(2/13/2018 4:01 PM)
    Job ID
    2017-1270
    Category
    Accounting/Finance
    Type
    Experienced Hire
    Recruiter
    Yolanda Rountree
  • Position Summary

    The Principal is a Firm leader who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities.  The Principal may either be a subject matter expert or client service expert. The Principal assists the partner(s) in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.

    Tasks

    • Conduct research and development tax credit, federal credits and incentives studies
    • Draft memoranda related to R&D tax credit and technical reports
    • Travel to clients and conduct client interviews
    • Prepare client tax credit calculations and data analysis
    • Prepare written technical narratives
    • Serves as a subject matter expert in discipline or industry
    • Demonstrates excellence in most advanced technical skills
    • Complies with pronouncements of professional and other regulatory groups, and enlightens and teaches the impact of such pronouncements to all staff. 
    • Continues to develop industry expertise and stays abreast of industry news; contributes to staff development by sharing industry knowledge
    • Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions.
    • Participates in client related planning, where appropriate
    • Effectively communicates all technical material to clients, verbally and in writing
    • Proficient in use of necessary discipline software and applications.
    • Demonstrates excellence in client service and business acumen
    • Ensures top quality client service and oversees total engagement activity
    • Recognizes needs and issues pertinent to client activity and follows through to implementation.
    • Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
    • Maintains effective realization rates of fees (determined by Geography & Discipline leaders) 
    • Assists partner in managing effective billing and collections
    • Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities
    • Ensures efficient and profitable execution of engagement financial management 
    • Builds client relationships; maintains smooth working relationship with clients and solicits client input on satisfaction

    Skills

    • Generates new business annually, from new & existing clients (determined by Geography, Discipline and Industry leaders)
    • Solicit internal experts from across the Firm to assist in marketing & selling firm services to existing clients
    • Is actively involved in community, social, business and professional organizations, to generate referral sources
    • Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders)
    • Actively promotes the Firm in all venues
    • Represent the firm and area of expertise by making presentations at third party events.
    • Participates in mentoring, training, recruiting, retention and team-building activities
    • Effectively develops, supervises, trains, coaches, and mentors staff
    • Completes performance reviews constructively and timely, both written and oral, as well as provides ongoing feedback throughout the performance year
    • Effectively manages people with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlines
    • Promotes the ideals, values, mission, and vision of the firm.
    • Commands respect as a leader; acts like a role model
    • Conducts self with the utmost professionalism and demonstrates respect towards others
    • Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff
    • Maintains appropriate compliance with all firm wide and local office policies and procedures
    • Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others
    • Assists Partners in managing administrative activity

    Experience and Education

    Education 

    • Minimum Bachelor’s degree:
    • Bachelor’s in Accounting for Audit or Tax
    • Related Business Degree for Consulting

    Experience

    • 9+ years in accounting
    • Public accounting preferred

    License / Certification

    • Must be a CPA for Audit, Tax Accounting; Respective similar certification for consulting
    • Must maintain required CPE credits annually
    • May possibly have other industry or specialization certification

    Legal / Compliance

    • Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
    • Must complete acknowledgement of Corporate Policy and Compliance Manual
    • Must complete acknowledgement of Employee Manual document
    • Must complete acknowledgement of Independence Guidelines and Ethical Standards document
    • Government engagements require applying for and receiving a security clearance from the United States government

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