Are you ready to take the next step in your accounting career? Are you passionate about applying your tax knowledge to help clients meet their goals?  Do you enjoy developing long-term solutions for both corporate and individual client needs?

The Nathan Wechsler offices in Concord, Keene, and Lebanon, NH are seeking experienced tax preparers to add to their professional team. As a result of recent growth and new client acquisitions, we are expanding our staff in these offices. The ideal candidate has at least three years of experience preparing a variety of tax returns, both corporate and individual. Knowledge with estates and trusts, and ProSystem Fx Tax software is preferred, but not required.

What’s in it for you? At Nathan Wechsler, we offer careers with challenging work, advancement opportunities, industry-leading benefits, and a flexible work environment. If you are interested in joining our dynamic team, please forward your resume and cover letter to .

Typical length of time at this level = 0 to 3 years

Professional Skills

• Understands nature of assignments; can summarize assignment back to supervisor/Pie
• Takes copious notes during assignment communications and meetings in order to foster efficiency and personal and professional development, as well as effective communication
• Understands and follows direction of supervisors/PICs
• Understands or seeks guidance regarding prioritization of multiple assignments
• Proactively informs supervisor of progress of assigned areas and timing of expected completion
• Maintains detailed open items lists
• Demonstrates organization skills
• Demonstrates an attention to detail and commitment to quality work product
• Documents findings in a clear and concise manner
• Ensures assignments are complete prior to submitting to reviewer; performs thorough self-review
• Understands time budget for assignments, keeps accurate time records, monitors progress of actual time compared to allotted time, and communicates status of time budget and potential overages with engagement supervisor/PIC
• Gains sufficient understanding of the issue/question prior to seeking assistance from supervisor/PIC, yet balances use of the firm’s “10-minute rule” to avoid spinning wheels and making no progress
• Timely advises management of need for additional assignments
• Promptly handles client inquiries and requests (i.e. gather pertinent facts, confidently admits ignorance, as applicable, and brings to attention of supervisor/Pie)
• Demonstrates ability to use professional judgment and independent thinking
• Demonstrates an awareness of the services provided by the firm, as well as types of clients served by the firm
• Proactively utilizes the firm’s mentoring program and takes responsibility for establishing timely mentoring meetings

Competency and Technical Skills

• Identifies issues, gathers facts related to the issues and brings them to the attention of the supervisor/PIC
• For a recurring client, demonstrates knowledge of the client’s business and industry
• Demonstrates a working knowledge of technology
• Demonstrates a good knowledge of accounting and auditing/tax concepts
• Understands and adapts to clients’ accounting systems and processes
• Demonstrates an awareness of research and resource tools
• Demonstrates a general awareness of new accounting and auditing/tax guidance
• Utilizes review notes as constructive learning tools and avoids recurring review notes from reviewers

Personal Characteristics

• Demonstrates an interest in and connection to the profession
• Demonstrates a professional attitude with team members and clients
• Reacts positively and adapts to change from both internal and external forces (i.e. client delays, scheduling changes, priority shifts)
• Demonstrates a willingness to share knowledge and assist others
• Displays professional poise and demeanor

Typical length of time at this level = 2 to 3 years

Professional Skills

• Conducts and completes entire assignments, i.e. can handle larger/complex assignments from start to finish
• Ability to work without supervision
• Prepares time budges for assignments, evaluates budget to actual results, and seeks understanding of the client billing process
• Participates in the billing process in effort to obtain highest billings possible in such process, i.e. ensuring full communication of issues on assignments to avoid leaving billings “on the table”
• Relates firm service offerings to potential service opportunities for current clients and communicates identified opportunities to supervisor/PIC
• Fosters a teamwork environment
• Offers solutions to scheduling/workload conflicts or challenges
• Maintains professional and regular rapport with client personnel
• Achieves level of continuing education (regardless of certification status) required by firm standards

Competency and Technical Skills

• Fully researches issues and presents pertinent guidance in support of suggested alternatives
• Challenges the assignment approach and seeks ways to gain efficiency
• Gains understanding of new accounting and auditing/tax literature
• Documents matter research and resolution in a clear and concise manner
• Seeks to provide “champion” knowledge of either technology or other specialized technical knowledge

Personal Characteristics

• Demonstrates development of leadership skills, i.e. commands the respect of others in the firm as a leader
• Demonstrates an openness to receiving and solving internal and external inquiries

Typical length of time at this level = 2 to 3 years

Professional Skills

• Performs audit or accounting procedures with appropriate workpapers (requires travel to client sites, may require overnight stays)
• Possess proven solid verbal and written communication skills
• Possesses excellent staff development and delegation skills, including training/instruction
• Possesses executive presence—needs to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
• Possesses client development/relationship-building skills
• Possesses solid decision-making skills
• Can be client contact for questions and information
• Can resolve complex accounting issues
• Can be responsible for business development and marketing
• Can be responsible for engagement profitability
• Supervises, directs, and reviews personnel involved with the audit and results of the audit
• Motivates audit team
• Gets involved with other areas of practice
• Develops skills in a specialized area and obtains applicable education
• Develops marketing skills, including assisting in proposals, performing networking, and promoting the firm
• Prepares and presents staff training courses
• Possesses research skills and advanced problem-solving abilities
• Becomes involved in community and professional associations
• Maintains accurate records of time and expenses to ensure proper billing of clients
• Complies with relevant Continuing Professional Education (CPE) requirements of the AICPA, the State Board of Accountancy, Governmental Accounting Standards, and the firm

Competency and Technical Skills

• Is able to apply knowledge of business functions, processes, and strategies to provide services, solutions and advice that considers and improves the organization as a whole
• Has a working knowledge of GAAP principles, applying those principles to client transactions, and documenting and communicating an understanding of these principles
• Has a working knowledge of professional standards (GAAS) and application of the principles contained in them
• Has a basic understanding of the ability to represent the client before any tax authority on contested issues
• Has a working knowledge of the application of standards tat guide effective and efficient delivery of quality services and products in the tax field
• Has a working knowledge of tax compliance
• Has basic knowledge of the process of combining tax knowledge with knowledge of the client’s business and/or industry to recommend methods for decreasing taxes in both the current year and the future

Personal Characteristics

• Demonstrates development of leadership skills (i.e., commands the respect of others in the firm as a leader)
• Demonstrates an openness to receiving and solving internal and external inquiries
• Demonstrates an interest in and connection to the profession
• Demonstrates a professional attitude with team members and clients
• Reacts positively and adapts to change from both internal and external forces (e.g., client delays, scheduling changes, priority shifts)
• Demonstrates a willingness to share knowledge and assist others
• Displays professional poise and demeanor

Typical length of time at this level = 3 to 4 years

Position requirement = CPA licensure

Professional Skills

• Effectively manages multiple staff and multiple concurrent assignments
• Ability to manage and meet multiple concurrent client deadlines
• Conducts timely client billing and monitors billing and collection activities
• Communicates regularly and clearly with staff and other management
• Provides timely performance feedback to staff, i.e. offers feedback in connection with assignments and does not wait until performance review to communicate opportunities for improvement
• Serves as a mentor (assigned or unassigned) to staff and actively seeks opportunities to develop staff and seniors
• Takes responsibility for own behavior and personal development and creates a personal action plan
• Delivers services actually needed by clients
• Actively participates in management meetings and devotes meaningful attention to the objectives of the management team

Competency and Technical Skills

• Holds certification as a public accountant
• Demonstrates expertise in specialized knowledge
• Relates new accounting or auditing/tax guidance and application thereof to client base and effectively communicates such new developments to clients

Personal Characteristics

• Demonstrates long-term commitment to the firm and its initiatives and actively seeks opportunities to contribute and advance such initiatives; takes action in support of firm’s strategic goals and objectives
• Commands the respect of staff and clients as an engagement manager and point of contact within the firm

(Typical length of time at this level = 3+ years

Position requirement = CPA licensure

Professional Skills

• Fosters relationships with referral sources and seeks opportunities to maintain a professional visibility in the community for the purpose of developing business
• Proactively contributes to the continued progress of firm processes and related improvements and places appropriate priority on completing projects for the benefit of the firm
• Monitors and timely communicates new developments
• Actively and effectively participates in the firm’s internal inspection program, as applicable
• Creates and fosters and environment that supports and nurtures professionalism, creativity and respect for others
• Provides others with necessary guidance and support to facilitate their development and success
• Demonstrates proactive thinking regarding implications of new or impending events related to clients and the firm
• Able to solve complex problems effectively and efficiently
• Plans assignments to ensure work is carried out by the appropriate level of staff, that re-work is minimized, and that work is spread in such a fashion to promote maximum use of resources
• Actively engages in the recruiting process to attract quality candidates
• Enhances the firm’s image through external professional means
• Is responsive to the needs of the team and demonstrates a willingness to take on additional responsibility during stressful times

Competency and Technical Skills

• Proficiency in specialized knowledge, with limited expansion of knowledge beyond areas of expertise in the interest of general client service
• Actively participates in the effective development and delivery of education courses
• Thoroughly analyzes issues before reaching conclusions
• Shares technical knowledge with staff/others, taking an active interest in developing the technical knowledge of others in the firm

Personal Characteristics

• Demonstrates clear leadership skills, commanding respect of teammates and client personnel
• Can be counted on to perform on a consistent level in meeting the expectations of the clients, the firm and others who rely on him/her
• Demonstrates openness and honesty and displays consistency between words and actions
• Accepts responsibility for actions within his/her area of oversight
• Delegates authority, shares responsibility

Position requirement = CPA licensure

Professional Skills

• Objectively determines the appropriate level of risk and manages appropriately
• Exercises objectivity and sound judgment in all technical and business issues
• Demonstrates and fosters creative solutions to meet challenges facing the firm and its clients
• Understands the competencies needed in the firm and actively works to develop them within individuals; Personally conducts effective on-the-job training and development of subordinates; Sets goals that challenge firm professionals; Completes and performs timely performance reviews
• Understands all sides of an issue, enabling his/her views to be persuasively communicated to clients and others
• Possesses an overall “big picture” understanding of how business is conducted
• Has a thorough understanding of what drives firm profitability
• Takes initiative to discuss difficult issues and demonstrates outstanding conflict management skills
• Retains existing clients in long-term relationships as a result of quality service
• Manages an appropriate size client portfolio, bills promptly, and eliminates unprofitable accounts

Competency and Technical Skills

• Maintains and further develops technical expertise pertinent to practice and/or specialty, with continued expansion of knowledge beyond areas of expertise in the interest of general client service
• Develops a comprehensive understanding of the clients’ business, industry and organization (i.e. cultures, values and management styles) and applies knowledge and global industry trends to generate creative and practical business recommendations that help the client improve business performance

Personal Characteristics

• Commitment to the professional and personal growth of every member of the firm
• Demonstrates the highest respect for all members of the firm, regardless of position or experience