
Chief Financial Specialist
1 week ago
We are seeking a highly skilled and experienced financial professional to join our team.
Job Description:
The selected candidate will be responsible for providing expert financial services to our clients, including audit and review engagement management, preparation of tax returns, issue draft financial statements and tax returns, and client liaison.
Key Responsibilities:
- Audit and Review Engagement Management: Plan engagements, perform testing or analytical procedures, prepare all work paper documentation, and lead engagements from start through completion.
- Preparation of Tax Returns: Input tax returns for clients in tax software.
- Issue Draft Financial Statements and Tax Returns: Take full responsibility for preparation of deliverables to the client, including financial statements and tax returns.
- Client Liaison: Take ownership over client relationships and communicate with clients to obtain all required financial/tax documents to ensure engagement deliverables are complete and accurate.
Requirements:
- 5-7+ years of experience working for a public accounting firm.
- 3+ years of experience in a senior or supervisor role at a public accounting firm.
- 5+ years of audit experience.
- Certified Public Accountant or Chartered Accountant License.
- Outstanding communication skills, both verbally and in writing.
- Ability to work independently in a fast-paced environment with flexibility to pivot when necessary to meet client deadlines in a timely manner.
- Familiarity and experience with CCH ProSystem Fx Engagement software for audit/review engagements and CCH ProSystem Fx Tax software for tax return preparation.
- Proficiency in Microsoft Office Suite: Outlook, Word, Excel, and PowerPoint.
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