We are seeking an energetic, hard working individual to help us service our small business clients and high net worth individuals with their tax and accounting needs Responsibilities include, but are not limited to:
-Provide timely and high quality services and work products that exceed our client's expectations
-Review financial statement engagements (compilations and reviews)
-Review corporate, partnership and trust returns; Many include multiple state or local filings.
-Review individual returns - many are high net worth individuals with complex tax situations. Also, assist in year-end tax planning and strategy sessions.
-Consult with clients and prospects on tax saving strategies and opportunities
-Oversee tax research and compliance in various matters
-Monitor and incorporate impact of federal and state law changes
-Address tax notices and assist in audits and tax inquiries
-Develop client relationships and demonstrate knowledge of client's business
-Be responsive to client needs and be a problem solver
-Maintain and build technical skills by keeping up to date on trends, developments and technical authorities
-Be able to apply technical knowledge to complex situations.
-8+ years in public accounting
-Experience with Ultra Tax is a plus but not required
-CPA designation required
-Significant tax consulting experience assisting clients to understand and assess the tax impact of their operations
-Knowledge of financial statement presentation for compilations and reviews
-Knowledge of corporate, parntership and individual tax, including research, compliance and consulting in the tax environment
-Ability to attract new clients and develop strong client relationships
-Proven success in identifying and selling additional services
-Strong project management skills
-Strong written and oral communication skills, including the ability to comminicate confiently with clients
Additional Salary Information: Compensation will be commensurate with experience. Benefits include health care, 401k and profit sharing plans
About Kaplan, Mills, Katzman, Klein & Koterba PC
Kaplan, Mills, Katzman, Klein & Koterba, P.C. is a full-service accounting firm serving clients throughout Southeastern Michigan, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.