Client responsibilities
- Sign all types of tax returns
- Demonstrate a high level of proficiency of tax technical knowledge
- Manage the engagement team -
- Set performance measurements and ensure that performance goals, including engagement economics, turnaround time and quality targets are met
- Identify and champion new services that the sub-service line can perform at the GTH
- Cross-sell extended services to clients
- Represent the sub-service line practice to external audiences
- Develop, mentor and supervise Analysts, Advanced Analysts, Seniors, and Assistant Managers
- Demonstrate leadership and executive presence
- Communicate progress and project status to all stakeholders
- Knowledge of the firm policies related to independence, confidentiality and privacy, client acceptance and engagement letters, tax return preparer guidelines and knowledge-sharing
- Adhere to practice protocol and other internal processes consistently
People responsibilities
- Create and lead the highest performing teams and inspire team members
- Lead by example and be a role model
- Coach team members
- Develop a flexible and adaptive management style to meet the diverse needs of our people and clients
Technical skills requirements
- Certified EA, CPA or equivalent.
Additional skills requirements
- Effective communicate skills by being articulate, thoughtful and adapting communications to target audiences; interacting effectively in person, by phone and in writing
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.