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Tax,Trust and Estates/Attorney/In House/Cleveland, Ohio

Cleveland OH Tax Senior - Private Client Services The candidate will contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Will develop and deliver timely and high-quality services and work products. Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth. Research complex tax issues and develop quality, practical tax planning. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients. Analyze data and prepare workpapers based on professional standards. Process data and convert it to a client-ready product. Supervise staff members, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development. Leverage technology to continually maximize productivity. Determine the accuracy and completeness of the product by performing quality assurance procedures. Contribute to a flexible, stable, and team-oriented working culture that fosters development. Participate in recruiting efforts when necessary. Perform other related duties, as required.

The candidate should have a Bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience. A degree with a concentration in accounting, finance, economics or a related field preferred; an advanced degree in tax or law is desirable. Should have active progress towards the CPA certification, membership in the Bar, or Enrolled Agent status. Must have 1+ years of tax and/or financial planning or relevant experience. Excellent supervisory, interpersonal, analytical, and problem-solving ability is needed. Should have strong written and verbal communication skills. Proficiency in technology applications is must.
Legal 1 - 0 Full-time 2014-07-30
 
Tax,Trust and Estates/Attorney/In House/Cleveland, Ohio
Refer job# YFSX58197
 
Tax Senior - Private Client Services The candidate will contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Will develop and deliver timely and high-quality services and work products. Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth. Research complex tax issues and develop quality, practical tax planning. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients. Analyze data and prepare workpapers based on professional standards. Process data and convert it to a client-ready product. Supervise staff members, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development. Leverage technology to continually maximize productivity. Determine the accuracy and completeness of the product by performing quality assurance procedures. Contribute to a flexible, stable, and team-oriented working culture that fosters development. Participate in recruiting efforts when necessary. Perform other related duties, as required.

The candidate should have a Bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience. A degree with a concentration in accounting, finance, economics or a related field preferred; an advanced degree in tax or law is desirable. Should have active progress towards the CPA certification, membership in the Bar, or Enrolled Agent status. Must have 1+ years of tax and/or financial planning or relevant experience. Excellent supervisory, interpersonal, analytical, and problem-solving ability is needed. Should have strong written and verbal communication skills. Proficiency in technology applications is must.
 
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