
THE FOCUS IS YOU:
This leader has mastered the skills and requirements of the manager role and has been identified as possessing the pre-requisite skills to grow into a future partner/managing director or principal. The person is developing greater leadership skills and continuously taking on greater responsibilities. The person is building the capacity to assist the partners/managing directors in assuming overall responsibilities in a variety of areas of SALT, including sales and use tax, as well as multi state tax disciplines.
WHAT YOU WILL DO
Regular duties include (but are not limited to):
- Serves as a subject matter expert in SALT
- Demonstrates excellence in most advanced technical skills SALT
- Continues to develop SALT expertise and stays abreast of industry news; contributes to staff development by sharing SALT and industry knowledge
- Recognizes complex technical SALT 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 SALT 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 partners/managing directors in managing effective billing and collections
- Appropriately manages risk and ensures quality control procedures are being executed on all SALT engagement activities
- Assists partners/managing directors in planning business strategies in SALT
- Builds client relationships; maintains smooth working relationship with clients
- Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders)
- Proactively identifies opportunities to introduce Firm and serves as an active spokesperson
- Represents the firm and area of expertise by making presentations at third party events.
- Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism
- Effectively develops, supervises, trains, coaches, and mentor's staff
- Effectively manages people with poise and professionalism, 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/managing directors in managing administrative activity
WHAT WE ARE LOOKING FOR
Experience
- 8+ years in accounting and tax, public or private experience
- Public accounting or other professional services environment preferred
Education
- Minimum Bachelor's degree:
- Bachelor's in Accounting or Tax, MST a plus
License / Certification
- Prefer CPA, but not required
- Must maintain required CPE credits annually
- May possibly have other industry or specialization certification
Legal / Compliance
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Government engagements require ability to obtain a security clearance from the United States government
WHO WE ARE
READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.
A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
Reach out to us today to learn how we can help you.
WHAT WE OFFER
- Great Culture | Team-like culture of a small office with the benefits of a large firm
- Competitive Compensation | Based on the role, credentials, and experience
- Comprehensive Benefits | We offer group health insurance, dental, vision, 401K (match), PTO, and others
