• Prepare corporation, individual, partnership and other tax returns accurately.
• Learn research tools the firm has available and know how to utilize.
• Maintain accurate time records and descriptions of work performed for client billings.
• Apply self-diligence to learning and understanding technical skills and on the job practices and tax preparation process and procedures and provide training for interns.
• Develop and understand the client’s business.
• Willingly incorporate new ideas and procedures into daily work.
• Readjust priorities quickly as situations dictate or to meet the needs of others.
• Make the appropriate decisions based on a review of the facts.
• Understand the client’s business and unique industry aspects and be familiar with the services provided by the firm.
• Understand the importance of client independence and client confidentiality.
• Respond quickly to client’s inquiries and demands.
• Meet deadlines.
• Commit to quality and work cooperatively in teams to provide quality service to clients.
• Actively participate in all learning and development opportunities.
• Build positive relationships with client personnel and be professional in all dealings at peer client levels.
• Be familiar with professional ethics of the AICPA and the State Board and applicable specialty organization.
• Act in accordance with the firm’s vision and values.
• Complete other tasks as assigned.

As an Audit Manager, you will oversee day-to-day operations of audit engagements. You’ll closely work with the team to tackle accounting, auditing, and other issues, while using audit tools and technology. Your responsibilities will involve:

• Prepare audit strategy
• Plan and execute audits
• Set and monitor budgets
• Identify and supervise staff
• Guide integration of overseas resources to drive efficient execution
• Process flow automation to perform data analysis of client data
• Participate in the proposal process for new clients and projects
• Effectively work in a virtual environment

Provide exceptional advice and services to a portfolio of 200-300 clients throughout the year, including:

• Preparation of tax returns for clients ranging in size from $500K to $4M in revenue, including but not limited to preparing Forms 1040, 1120S, 1120, and 1065;
• Assisting clients with general tax, marketing and branding opportunities;
• Assisting clients to apply for local cannabis licenses;
• Ensuring compliance with local and state cannabis regulations and tax codes respectively;
• Providing technical tax reviews and approval of tax returns;
• Assisting Audit Partner with annual audit engagements;
• Assisting with assurance engagements.
• Act as a trusted thought partner to clients, and a liaison between our clients and the internal company throughout the year. Achieve 90% “high” client satisfaction ratings and client retention year over year.
• Keep up to date with and research local city municipality cannabis ordinances as required.
• Comply with required CPE obligations each year.
• Assist the Marketing team to generate ideas and create new content on an as needed basis.

• Establish and maintain strong working relationship with the sales team as well as key clients and assist in developing creative marketing strategies for expanding the customer base.
• Develop a strong understanding of our business, products, and services to convert leads to new sales via phone.
• Using HubSpot, respond to all inbound sales leads and convert to new clients.
• Track all leads, categorize them for follow-up, and prepare new clients for conversion to the service lines.
• Research new companies, lists, and vendors to open new markets by building relationships, cold calling, and lead generation.
• Meet minimum monthly sales quotas and conversion rates.
• Participate in regular meetings with leadership and marketing to provide sales feedback, receive market and industry updates, and gain insight on new products