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Senior Client Advisory Team Member

4 months ago

Loganville, United States Human Resource Dimensions Full time $55,000 - $75,000
Senior Client Advisory Team MemberAre you prepared to be more than just an accountant or "Tax Person."  Leverage your knowledge, skills, and abilities to be an integral part of a team dedicated to enhancing our clients' success.  Demonstrate your leadership, problem-solving, and strong verbal and written communication skills as you guide clients toward greater business success with our team.

Johnson Financial Services, PC has revolutionized our client service approach by taking the lead in educating clients on how to effectively manage their businesses. We call that Comprehensive Advisory Services.   

The tax return is no longer just an end result; it's the culmination of strategic planning. We've transitioned from the traditional historian role to proactive, strategic partners.

If you’re ready to make a difference, we would like to hear from you    As a Senior member of the Client Advisory Team, you will have the opportunity to be more than a “tax historian.”
  • Proactively interact with client management to make business and tax recommendations
  • Train clients to read, understand, and grasp the language and principles of business, 
  • Create, analyze, and present financial results directly to the client using various technologies.  
  • Manage complex issues which require creativity, research, and comprehension of tax law including related implications
  • Manage, supervise and mentor staff

Other Duties: 
  • Manage a portfolio of clients forecasting quarterly income and tax liabilities
  • Prepare and review tax returns while assuming primary responsibility for client engagements including scheduling, staffing, timing, technical issues, and additional duties as needed
  • Ensure the completion of engagements including identifying and addressing problem areas with minimal oversight or assistance

Qualifications: 
  • Bachelor of Science in Accounting required
  • Master of Science in Accounting or Taxation desired
  • CPA license (must have 150 hours to sit for the exam at a minimum)
  • 3+ years tax experience
  • Demonstrate leadership, problem solving, and strong verbal and written communication skills
  • Ability to set and work with goals, objectives, and deadlines
  • Experience with various tax, and bookkeeping software
 Compensation:$55,000 to $75,000 depending on experience and certification Working Environment:In office initially, once acclimated moving to a hybrid environment.