Private Advisor
Job Title: Private Advisor
Department: Tax & Accounting Team
Reports to: CPA
Job Summary
The manager is responsible of supervising the accounting department. Manager is in charge of
developing and maintaining accounting principles, practices and procedures to ensure accurate
and timely financial statements. Accountant manages client’s accounting file, ensuring proper
preparation of financial statements for CPA review/approval. Supervisor is in charge of
overseeing tax planning of entities by interpreting tax regulations. The manager reviews all
appropriate tax returns and ensures compliance with relevant IRS regulations.
Job Qualifications
- Master’s degree in Accounting or Juris Doctor Degree
- 5+ years of related public accounting experience.
Compensation
- Fixed
General Accountabilities
- Manage each account to ensure that the client has a completed profile, and that accounts are properly maintained and serviced.
- Analyze reports for accuracy prior to review by CPA and distribution to client.
- Serve as a resource for client/JCA requests to provide requested or required financial information and reports.
- Advise clients on a full spectrum of International Tax services including planning, research, compliance, and transfer pricing
- Review and manage staff deliverables such as tax planning calculations, and write-up work for all entity types.
- Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices.
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
- Ensure compliance with all regulations, policies, work procedures and instructions.
- Protect organization's value by keeping information confidential.
- Follow the project manuals in accordance to the project/assignment assigned in OT.
- Execute tasks assigned by CPA.
Competencies
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information competently; Develops alternative solutions.
- Project Management - Coordinates projects; Communicates changes and progress; Completes projects on time and within budget; Manages project team activities.
- Oral Communication - Speaks clearly and persuasively; Listens attentively; Responds informatively to questions.
- Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet needs; Presents numerical data effectively.
- Delegation - Delegates work assignments; Sets expectations and monitors delegated activities.
- Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and industry competition; Aligns work with strategic goals.
- Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Conserves organizational resources.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
- Professionalism - Maintains composure in stressful situations; Treats others with respect and consideration; Accepts responsibility for own actions; Follows through on commitments.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach to best fit the situation. Adapts to changing technology.
Please note this job description is not designed to cover or contain a comprehensive listing of
activities, duties or responsibilities that are required of the employee for this job. Duties,
responsibilities and activities may change at any time with or without notice.