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Responsibilities
- Respond to client inquiries & requests. Work closely with Partner/Managing Director/Director to resolve issues.
- Coordinate with Tax and Royalty Departments as needed.
- Manage & Mentor Account Manager. Provide supervision and oversight.
- First level review of Loan Applications Move to Manager or next level available.
- Review General Ledger & Trial Balance.
- Finalize monthly client reporting & meeting packages with support from Account Manager.
- Provide journal entries when necessary. These journals should be provided to the Assistant Account Managers for posting with a CC to Account Managers.
- Provide guidance to Account Manager on Y/E payroll and planning as needed. Work with for support.
- Prepare tax return packages with support from Account Manager.
- Tax Return Preparation as needed including preparation of more complex personal, trust, and corporate tax returns.
- Preparation of CWA’s if applicable or other international reporting.
- Preparation of budgets, settlement reports, and analysis for further review. This item is specific to touring clients.
- Initial preparation of basic investment analysis reports. Black Diamond should be utilized.
- Setting up client books.
Qualifications
- Bachelor’s degree in Accounting, Business Administration, or Economics with 0–3 years of BMFO experience, or 5–8 years of BMFO experience in lieu of a degree.
- Active CPA or EA is a plus
- Strong technical skills focused on quality
- Business acuity focused on the firm and our clients
- Leadership skills focused on talent
- Entrepreneurial innovative mindset focused on advancing the firm and the profession
- Interpersonal skills focused on the team
- Understanding of tax guidelines including potential tax preparation
- Prior experience preparing & analyzing financial statements
