LitmanGerson Associates

Role Description At LGA, our primary focus is on our people. As an Associate in LGA's Tax service line, you will gain hands-on experience working with one of our three specialized tax groups: - Business Group: Focus on C-Corps, S-Corps, and Partnerships, handling tax filings for complex partnerships, multi-state businesses, and international operations, with minimal individual tax filings. - Enterprise Group: Work with C-Corps, S-Corps, Partnerships, and related 1040s/1041s, preparing tax returns for owner-operated businesses in New England and their business owners. - Private Client Group: Specialize in Personal, Trust, Estate, and Gift tax filings, serving high-net-worth individuals and their families, with limited entity return preparation. Essential Job Duties: - Prepare federal and state income tax returns, primarily for high net worth individuals, their families, trusts, and estates. - Prepare, organize, and maintain client records and workpapers that accurately support the tax return and related engagement work. - Collaborate with internal teams, conduct tax research, and apply tax laws and regulations to corporate, partnership, individual, estate, and trust tax filings. - Assist with responses to client inquiries and tax notices under supervision. - Conduct basic tax research and document preliminary findings and understanding of the law to be discussed with supervisor(s). - Communicate timely with supervisor(s) regarding questions, issues, and identified matters to ensure resolution and that client deadlines and deliverables are met as well as personal goals for productivity. - Proficiency in CCH Engagement, CCH Tax, Microsoft Office Suite, BNA IT Planner, CCH AnswerConnect, and other firm technologies to enhance client service and efficiency. - Ongoing commitment to continuing education and professional growth, seeks out formal, self-study, and on-the-job training. - Stay current with industry and tax regulation developments. - Seek out regular evaluations from supervisor(s). - Demonstrate the ability to interact and communicate confidently and concisely with various levels of firm management in both written and verbal form. - Produce high-quality work which adheres to the relevant professional standards. - Prioritize and manage tasks while exercising professional skepticism. - Exude intellectual curiosity, have strong analytical and attention to detail skills. - Embrace new technological platforms and demonstrate a willingness to learn. - Develop a more in-depth knowledge of federal, MA, and multi-state tax issues, generally able to complete more complex tax compliance projects with guidance. - Apply accounting principles effectively, recognizing misapplications in client-prepared documents and communicating issues appropriately. - Apply industry knowledge to multiple clients and consider issues from various perspectives. Qualifications - Bachelor's degree in Accounting, Taxation, or a related field. - Master's degree in Accountancy or Tax or a plan to pursue preferred. - CPA or EA certification or a plan to pursue preferred. - 0-2 years' experience in a related field. Requirements - Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.). - Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus. - Comfortable working in a technology-driven, paperless environment. - Strong organizational skills, detail-oriented, and able to manage multiple deadlines. - Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line. - Contributes to a positive and collaborative work environment by upholding the firm's vision and values. - Respect for compliance and confidentiality. Benefits - The compensation range for this position is $70,000 - $90,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications. Work Environment and Special Physical Demands - This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required. - Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines. - While performing the duties of this job, the employee is regularly required to stand and walk, talk or hear. - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. - Overtime may be required to meet project deadlines and support the team during traditional peak seasons.

Business Advisory Principal – Valuation, Financial Forensics, Litigation (VFL) Reports To | Supervisor Managing Director of Business Advisory Summary of Job Function At LGA, our primary focus is on our people. As a Principal in LGA's BAS service line, you will play an integral role in driving the continued growth of our dynamic firm. This is a leadership position for a highly experienced BAS professional who is passionate about client impact, thrives on building trusted client relationships, and is committed to developing and mentoring the team. Essential Job Duties - Commitment to understand and advance engagements within valuation, financial forensics and quality of earnings advisory services. - Acts as the firm's preeminent resource in specific technical areas - Provides advice and council to clients, partners, and staff - Manages client expectations, develop solutions, and champions the implementation of client needs and ideas - Consistently meets client deadlines timely and adheres to delivering specific client scopes - Identifies and recommends additional services that would be beneficial to clients - Provides exceptional customer service, ensuring client understands services, processes, etc. - Provides high-level oversight of work performed on clients - Provides technical support to generate leads, contacts, and revenue - Continues to develop and maintain contact with existing clients - Attends Leadership meetings as needed and provide input on firm initiatives, strategies, etc. - Adheres to applicable laws, financial regulations and industry standards - Is a technical resource for partners and staff to resolve issues within practice segments and/or industry specialization(s); resolves issues and risks with client senior management. Considers a broad range of perspectives when developing new approaches or solutions - Demonstrates innovation and creativity to maximize efficiency and effectiveness on complex engagements; effectively executes plan; proactively updates partner on progress (good and bad), delivers issues with recommendations - Is becoming an expert in broader products and services and is recognized by others as a source for solutions; requires little or no partner involvement - Proactively identifies and communicates issues to clients, provides value added advice; is viewed as a qualitative and quantitative resource for partners and staff to resolve issues within practice segments and/or industry specialization(s) - Identifies best practices in utilizing the Firm's technology platform, keeps abreast of advanced & new technologies, to enhance engagement profitability and client service - Ensures overall quality in Firm procedures and in applying professional standards - Commitment to master all BAS products and services vs. specializing in a given subset Education and Experience: - Bachelor's degree in Accountancy, Marketing, Finance, or a related field - Master's degree in Accountancy, Marketing, Finance or a plan to pursue preferred - One or more of the following credentials: certified public accountant (CPA), certified valuation analyst (CVA), accredited in business valuation (ABV), chartered financial analyst (CFA), certified business appraiser (CBA), accredited senior appraiser (ASA), certified divorce financial analyst (CDFA) CPA, CVA, ABV, CBA, or ASA certification is required 10+ years' of recent experience in a related field, with a proven ability to lead and develop client relationships. Required Qualifications: - Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.). - Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus. - Ability to oversee and troubleshoot BAS software issues, ensuring the firm maximizes efficiency through technology. - Comfortable working in a technology-driven, paperless environment. - Strong organizational skills, detail oriented, and able to manage multiple deadlines. - Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line. - Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance. - Coaches and mentors senior managers, managers, and junior staff to ensure talent development. - Recognized as a technical resource and thought leader, providing guidance on complex BAS matters. - Excellent attention to detail with the ability to think outside the box - Must have an understanding of corporate and personal income tax regulations - Ability to work independently and as part of a team - Actively involved in bringing in new business and expanding existing client relationships. - Acts as a culture carrier, ensuring alignment with the firm's vision and values. - Respect for compliance and confidentiality. The compensation range for this position is $140,000 – $230,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications. Work Environment and Special Physical Demands: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required. - Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines. - While performing the duties of this Job, the employee is regularly required to stand and walk. - Talk or hear. - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. - Overtime may be required to meet project deadlines and support the team during traditional peak seasons. LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at careers@lga.cpa. Service Line: Internal, BAS Team Function: Billable FLSA Status: Exempt Location: Any LGA Office (Woburn, MA, Chestnut Hill, MA or Salem, NH) or remote Employment Type: Experienced Degree Required: Yes Direct Reports/Supervisory Responsibility: Yes Travel: Occasionally between LGA offices and client sites

Role Description At LGA, our primary focus is on our people. As a Manager in LGA's OMA service line, you will be responsible for providing bookkeeping and accounting services to a diverse range of clients, both for-profit and not-for-profit, across various industries - from startups to mature companies. This position combines performing accounting tasks and leveraging technology with developing strong client relationships. - Works as an effective team member to accurately complete various tasks including: - Performs a variety of accounting functions demonstrating a deep understanding of professional accounting and bookkeeping practices. - Demonstrates knowledge and efficient utilization of QBO technological features. - Reviews general ledger accounts and performs reconciliations of key accounts. - Prepares and reviews work papers to support account balances. - Prepares month-end closings including the recording of adjusting journal entries, as needed. - Prepares and reviews a Balance Sheet, P & L, and General Ledger under the accrual basis of accounting in a proficient manner. - Interprets financial reports to produce a budget to actual analysis, KPIs, and trends that are vital to a business's decision-making process. - Onboards new clients. - Trains team members and clients in both accounting and software. - Able to interact with the client regularly and develops client relationships with the client's leadership and accounting teams. - Able to troubleshoot and resolve client inquiries regarding accounting and software concerns. - Extremely detail oriented and quality-focused. - Monitors team performance by reviewing the quality of work, timeliness of deliverables, and adherence to client budgets by providing coaching and feedback, when needed. - Able to build strong working relationships in a collaborative environment with team members in all departments. - Identifies and communicates client and engagement concerns as well as progress in a timely and organized manner. - Able to quickly adapt to changing client and business dynamics. - Passion and learning ability to embrace new technological platforms. - Able to work with a sense of urgency and be flexible in tasks and time with managing your workload with adjustments to your schedule, especially during peak workload times in the department. - Able to balance with ease multiple priorities and clients with weekly and monthly deliverables in a fast-paced deadline-driven environment. - Strong verbal and written communication skills with clients and team members. - Is sought out by peers as a resource in respective specialization(s). Participates in the development of staff by leading training sessions and encouraging staff and seniors to do the same. - Effectively communicates accounting issues and developments to clients, provides value added service, and actively seeks specialized knowledge. - Uses Firm's technology platform or external applications to enhance project efficiency; develops technology strategy during project planning. Ensures that entire engagement team is utilizing the Firm's technology in the most efficient manner. - Communicates to the engagement team and the client the potential impact of new accounting pronouncements and uses this knowledge to identify additional client service opportunities. - Exhibits advanced skills in client research, documentation, and overall quality assurance. - Applies in-depth knowledge of the client's industry to advise each client on business process improvements. - Demonstrates expertise in firm-specific software (CCH, Microsoft, QuickBooks, etc.) and encourages engagement team members to use this technology to improve client service and engagement efficiently. - Effectively reviews engagement team deliverables to ensure completeness and accuracy and helps the team to develop self-review skills. Qualifications - Bachelor's degree in Accounting, Taxation, or a related field. - Master's degree in Accountancy or Tax or a plan to pursue preferred. - CPA, EA, or QuickBooks Pro Advisor certification or a plan to pursue preferred. - 5-9 years' experience in a related field. Requirements - Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.). - Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus. - Experience with QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) is a plus. - Ability to review and troubleshoot OMA software issues and guide junior staff in usage. - Comfortable working in a technology-driven, paperless environment. - Strong organizational skills, detail oriented, and able to manage multiple deadlines. - Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line. - Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance. - Ability to mentor and train junior team members, providing constructive feedback. - Acts as a culture carrier, ensuring alignment with the firm's vision and values. - Respect for compliance and confidentiality. Benefits - The compensation range for this position is $115,000 - $175,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications. Work Environment and Special Physical Demands - This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required. - Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines. - While performing the duties of this Job, the employee is regularly required to stand and walk. - Talk or hear. - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. - Overtime may be required to meet project deadlines and support the team during traditional peak seasons. Company Description LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at careers@lga.cpa.