Client Partnership: Build and maintain strong, lasting relationships with clients, acting as their primary point of contact for strategic guidance and identifying opportunities for enhanced service. Regulatory & Research Excellence: Stay at the forefront of industry changes, conducting in-depth research on complex issues and ensuring all work remains compliant with current regulations and best practices.
Numbers & Facts
Location
San Francisco, California
Description
Position Summary:
We are looking for a strategic and experienced professional to join our client-focused team. This individual will be responsible for overseeing complex client engagements, nurturing key relationships, and guiding the professional development of our team members. The ideal candidate is a subject matter expert who can act as a trusted advisor to our diverse clientele.
Core Responsibilities:
Engagement Leadership: Direct and manage comprehensive client projects from initial strategy through to final delivery, ensuring the highest standards of quality and accuracy.
Client Partnership: Build and maintain strong, lasting relationships with clients, acting as their primary point of contact for strategic guidance and identifying opportunities for enhanced service.
Team Development & Review: Mentor and coach junior team members, reviewing their work to ensure technical excellence and fostering their professional growth.
Regulatory & Research Excellence: Stay at the forefront of industry changes, conducting in-depth research on complex issues and ensuring all work remains compliant with current regulations and best practices.
Requirements
Required Qualifications:
Bachelor's degree in a relevant field such as Business, Finance, or Accounting.
Preferred: Master's degree with a specialization in Taxation (MST).