Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Tax Supervisor responsible for supervising accounting and audit engagements with client collaboration. Ensuring quality control while mentoring team members and adhering to budget constraints.
Responsibilities
- Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
- Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements
- Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed
- Achieve charge hour goals
- Review engagement team members accounting, tax or auditing work: provide constructive review points
- Supervise and guide team members on engagements, fostering a collaborative and productive work environment
- Train and mentor engagement team members, supporting their technical and professional development
- Assist in the client billing process with Managers, Directors or Managing Directors
- Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
- Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
- Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
- Execute administrative duties as assigned
- Additional responsibilities as assigned
Requirements
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
- At least 3 years of experience in public accounting or related field
- 1 year supervisory experience preferred
- CPA candidates preferred
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
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