Job description
What is Clearview?
Clearview (cviewllc.com) is a dynamic CPA and consulting firm, committed to a culture of excellence, offering accounting & finance, audit, income tax, MSP, risk advisory, SALT, cybersecurity, HR, and other services. Our firm was built on principles such as accountability, commitment, respect, and trust. It is not just about the work (the “what”), it’s also about our approach (the” how”). Our employees understand the importance of supporting one another and focusing on our greater business objectives.
Continually, Clearview has won awards as the “Best Place to Work” in Baltimore, “Best Regional Accounting Firm,” “Best Regional Consulting Firm,” “Top Workplace” and more. Most recently, Clearview was recognized as a Hall of Fame honoree and a winner in the 2022 Baltimore Business Journal’s Best Places to Work competition, an award program presented by the Baltimore Business Journal. For details visit https://cviewllc.com/insights/uncategorized/2022-bbj-best-places-to-work-award-hall-of-fame-status/.
What opportunity is available?
Clearview Group’s
Tax Advisory Services is seeking a full-time
Principal. Our firm is headquartered in Owings Mills, Maryland but this new employee can be hybrid. Local candidates are more than welcome to use our office space at their own discretion
For more information about Clearview, visit http://cviewllc.com.
Key Responsibilities:
- Partners with the Director to develop and executive the practice’s vision, strategy, and business development goals.
- Works closely with the service line Director, business development professionals and firm leaders to develop the practice.
- Engages in activities to actively sell our services, including but not limited to, meeting with prospective clients, collaborating with leaders throughout the firm to understand cross-sell opportunities amongst existing clients, and participating in business development meetings, events, conferences, etc.
- Develops and maintains business development leads and manages client relationships.
- Identifies opportunities to expand the scope of current engagements through identification of current client needs and proactive client communication.
- Exhibits superior technical competence, managerial abilities, and the ability to attract and develop new clients and employees.
- Consults directly with clients, communicates effectively and responsively to client inquiries.
- Proposes new service enhancements relative to new needs or optimization.
- Oversees and supervises multiple engagements, budgets, and production goals in addition to demonstrating a willingness to do any task required, as would be expected in any high-growth, entrepreneurial environment.
- Reviews and signs federal and state income tax returns in his/her specialty area.
- Takes responsibility of the engagement from beginning to end, including preparing/signing engagement letters, managing compliance deadlines, and preparing the billing analysis.
- Handles federal, state, and local tax audits.
- Prepares and reviews research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities.
- Trains and supervises staff; reviews and evaluates their work.
- Ensures all tax practices adhere to regulatory standards.
- Keeps abreast of current trends and best practices in the tax landscape.
Qualifications and Experience:
- Bachelor’s degree in Accounting or Finance; Master’s degree strongly preferred.
- Licensed CPA required.
- At least 12 years of relevant tax experience.
- Proven leadership and business acumen skills.
- Growth-oriented mindset.
- Demonstrated success leading and motivating direct reports.
- Excellent communication skills, both written and verbal.
- Outstanding interpersonal skills.
- Superior organizational, problem-solving, and analytical skills.
- Good judgment with the ability to make timely and sound decisions.
- Proficient use of technology including MS Excel.
- Ability to adapt to changing technology.
Who works here and why?
Our employees bring expertise from Fortune 100, Big 4 Accounting, and other industry leaders to work for our clients. They chose Clearview because of our inviting, entrepreneurial culture, and bias towards action. Team members embrace our firm’s “business should be personal” philosophy, build meaningful relationships, make solving our clients’ business problems the top priority, and focus on delivering results that have a real impact on their bottom line.
What is in it for you?
The greatest benefit for Clearview team members is the peace of mind that comes from being part of a principles- based company where no one gets ahead at the expense of others. We are committed to each other as well as to our firm’s growth and sustainability. A strong firm will continue providing opportunities for our people. Understanding this symbiotic relationship is paramount and is the fabric of Clearview. Additionally, we offer a 401k plan with a discretionary company match, paid holidays, PTO, medical, dental, & vision insurance, paid parental leave, employee referral bonus, career advancement, an employee-centric culture focused on camaraderie, and more
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