Audit and Tax Director

Role Details:

• ~25 hrs/wk on average throughout the year, there could be spikes in busy season
• hybrid in Cincinnati
• $55-$65/hr - paid on an hourly basis

Qualifications: Bachelor’s degree in accounting. Have an active CPA license or be working toward an active license. At least 8 years of experience as an audit and/or tax professional with emphasis on audit. Must be proficient in Excel, Word, basic tax software, and able to work in web portal software. Must be organized and able to self-supervise. Must have friendly disposition and be able to work with clients. Must be able to work as a team player, especially when deadlines are looming. Experience with nonprofit organizations preferred.

Responsibilities:

• Be able to consult with clients, answer relevant questions, inspire confidence in clients
• Prepare workpapers and analyze audit data
• Prepare 990 tax returns and be able to self-educate on changes to this form
• Provide guidance to clients on tax related issues
• Write audit footnotes and prepare an audit report
• Research audit and tax issues as they arise
• Be able to provide clients with innovative solutions to business concerns
• Establish a network within nonprofit clients and other CPA professionals to share knowledge and best practices on a regular basis
• Understand of internal controls and best practices in order to appropriately conclude on audit findings and advise clients
• Communicate with clients and other business associates using various methods
• Resolve conflicts effectively with clients and staff
• Understanding of CPA code of conduct and independence rules regarding audits and tax returns
• Ability to assist in tri-annual peer reviews by answering reviewer questions, preparing documents, and exercise daily quality control standards to keep firm in line with such standards
• Manage and mentor staff including teaching through review notes and one on one training
• Perform on the job training with staff
• Prepare client proposals
• Be responsible for and set audit and tax work budgets