QUALIFICATIONS

• Minimum of a Bachelor’s degree in accounting or related field.
• At least 5 years of experience in public accounting focusing on audit/assurance services.
• Solid understanding of GAAP accounting principles and cash basis tax accounting for healthcare organizations.
• Experience in Healthcare & Continuing Care Communities highly preferred.
• Knowledge of HUD, Cost Reporting, and GAGAS is a plus.
• Proficiency in accounting and auditing standards.
• Prior experience in overseeing personnel and engagements.
• Excellent research, writing, verbal communication, and presentation abilities.
• Ability to collaborate effectively with team members and clients.
• Familiarity with Single Audits is advantageous.
• Working knowledge of accounting and auditing software is necessary.
• CPA certification is preferred.

RESPONSIBILITIES

• Manage Compilations, Reviews, Yellowbook Auditing, Write-Up work, and GAAP Auditing tasks.
• Lead all assigned engagements, including team assignment, job planning, and scheduling in consultation with engagement Principal and assurance leadership.
• Analyze and assess client's internal controls, prepare or review work program and time budget for approval by a principal.
• Support team members through training, guidance, and constructive feedback on work papers.
• Discuss significant engagement findings with Principal or assurance group leadership that may involve accounting principles or financial statement presentation.
• Prepare or review financial statements, notes, schedules, management letters, and tax returns for discussion with the client by Manager or director.
• Evaluate each supervised team member's performance and discuss the assessment before submitting to the Principal.
• Participate in educational programs as an instructor or discussion leader.
• Monitor the budget during the engagement and notify the principal if time exceeds the specified budget.
• Identify additional work areas beyond the engagement scope, estimate time required, and obtain client's approval before starting the work.
• Assist new businesses with entity selection and software implementation.
• Maintain technical and professional competence by staying updated on professional pronouncements.
• Contribute to team members’ performance evaluations.
• Collaborate closely with clients and team members to provide tax planning, consulting, and compliance services efficiently.
• Understanding of tax accounting concepts relevant to the Healthcare Industry.

• Ensure client and team satisfaction through open communication, meeting deadlines, and sharing tax-saving strategies proactively.
• Work with Partners, Directors, Senior Managers, and staff on client management, professional development, and business expansion activities.
• Supervise and guide associate and senior associate team members in managing responsibilities and deadlines on client engagements.
• Develop skills to attract new clients, market the company's services, and enhance business with existing clients.
• Stay informed about legislative or professional changes and consult clients on potential impacts.
• Participate in client development through networking events and represent the firm professionally in the business community.
• Demonstrate commitment to the Firm's Culture and Values and Client Service Principles.
• Exhibit communication skills, intuition, and resourcefulness to inspire others to develop similar skills.