Job Description

We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our biggest asset \xe2\x80\x93 OUR PEOPLE!

While we aren\xe2\x80\x99t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)

You\xe2\x80\x99ll be successful here if you are driven, self-motivated, and have a growth mindset. You take ownership of your work and deliver nothing short of high-quality results. You embrace a learning culture and take pride in your work. The opportunity for advancement is unlimited, and we\xe2\x80\x99ll support you along the way.

Role and Responsibilities:

• Oversees and maintains significant client relationships and builds relationships with new clients and key stakeholders
• Performs high-level advisory services and tax preparation
• Reviews of manager-level work providing feedback and mentoring
• Performs quality assurance on all work performed and ensures client deliverables meet quality standards of firm
• Conducts advanced research
• Identifies enhancements and industry improvements to planning, procedures, wrap-up, and client reports and filings
• Publishes technical information and delivers technical presentations at conferences and other industry meetings
• Provides opinions on technical related matters and ensures conclusions reached align with technical pronouncements and firm standards
• Identifies strategic initiatives for department and oversees implementation of initiatives to improve the department and firm
• Obtains strategic delegation from partners of the transition of key-client relationships and firm initiatives
• Actively participates in the execution of the firm\xe2\x80\x99s strategic plan
• Works closely with Department Manager on automation, processes and technology
• Actively mentors management level
• Participates in business development activities on behalf of department and leads efforts to obtain new clients
• Leadership role with partner potential

Qualifications:

• Bachelor\xe2\x80\x99s Degree in Accounting required
• Minimum 8 years of experience in professional services role
• CPA required
• Advanced knowledge of GAAP and/or IRS regulations is required
• Experience publishing technical articles and delivering technical training
• Business development experience including previous history of securing new clients
• Strong leadership skills are required

Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

\xe2\x80\x9cBeing smart, technically competent, and remarkably human are requirements.\xe2\x80\x9d

Even if you don\xe2\x80\x99t check all the boxes, apply! You\xe2\x80\x99ll be glad you did.

Powered by JazzHR

Whalen CPAs