What are the responsibilities and job description for the Accounting Team Leader - Advisor position at Omni 360 Advisors LLC (Formerly Shah Total Planning)?
OMNI 360 Advisors is a dynamic and growing Muli-disciplinary advisory firm dedicated to providing exceptional financial services to a diverse clientele. We are looking for a Lead Accounting Advisor to join our team of professionals. We pride ourselves on our commitment to professional excellence, client satisfaction, and fostering a supportive and collaborative work environment. We value integrity, innovation, and continuous learning, and we are seeking a motivated Advisor to join our team.
The Lead Accounting Advisor serves as a trusted advisor to clients, providing strategic guidance and expert solutions to their complex accounting, financial, and business challenges. This role requires deep technical expertise, strong client relationship management skills, and the ability to lead and mentor junior staff. The Advisor will be responsible for developing and delivering high-quality services that meet and exceed client expectations.
Responsibilities:
- Client Advisory Services:
- Provide expert advice on accounting, tax, and financial reporting matters.
- Develop and implement financial strategies to improve clients' financial performance.
- Build and maintain strong client relationships.
- Coordinate advice with other professional advisors
- Assist clients with transactions, such as M&A, due diligence, funding.
- Technical Expertise:
- Stay up-to-date on the latest accounting standards, regulations, and industry trends and software.
- Provide technical guidance and support to clients and staff on complex accounting issues.
- Conduct research and analysis to resolve technical accounting and tax matters.
- Review and approve financial statements and reports.
- Engagement Management:
- Lead and manage client engagements, ensuring timely and accurate delivery of services.
- Develop and manage project budgets and timelines.
- Coordinate and communicate with clients and team members throughout the engagement process.
- Ensure that all engagements are conducted in accordance with professional standards and firm policies.
- Hold team members accountable.
- Business Development:
- Identify and pursue new business opportunities.
- Develop and maintain a network of professional contacts.
- Prepare and present proposals to prospective clients.
- Participate in industry events and conferences.
- Team Leadership and Mentoring:
- Mentor and develop junior staff, providing guidance and support.
- Lead and motivate engagement teams.
- Foster a collaborative and high-performing team environment.
- Review the work of other staff members.
Qualifications:
Education:
o Bachelor's degree in Accounting, Finance, or a related field.
o Master's degree in Accounting, Finance, Management, MBA or related certification a plus
Experience:
o 5 years of experience in advising businesses
o Experience with preparing and reviewing complex business tax returns.
o Experience with tax research and planning.
o Experience with tax software and research tools.
Skills:
o Strong knowledge of federal, state, and local tax laws and regulations.
o Excellent analytical and problem-solving skills.
o Strong communication and interpersonal skills.
o Proficiency in Microsoft Excel and tax software.
o Ability to work independently and as part of a team.
o Strong attention to detail and organizational skills.
o Strong ethical standards.
Key Competencies:
· Tax & Accounting Expertise
· Analytical Skills
· Communication Skills
· Problem-Solving Skills
· Attention to Detail
· Organizational Skills
· Ethical Conduct
Job Type: Full-time
Pay: Competitive salary
Expected hours: 40 hrs per week with additional hours during tax season
Benefits:
· 401(k) 4% Match
· Health savings account
· Life insurance
· Paid training
· Vision/dental insurance
Compensation Package:
· Performance bonus
