Audit Supervisor
The audit supervisor is responsible for providing high level services that ensure compliance in a variety of industries. They can do…
Soren McAdam / Job Listings / Senior Tax Manager
Over a working career, professionals must juggle conflicting priorities in the office and at home. At Soren McAdam, our goal is to create sustainable rewarding opportunities while still providing latitude for team members to meet personal commitments by taking an inclusive approach that prioritizes both professional responsibilities as well as individual needs like family time or hobbies outside work hours.
The company also has an annual tradition of celebrating April 15th to help employees and their families relax after the busy season. Past events have included partners cooking BBQ for everyone, games with kids in an outdoor setting, or even having a food truck outside!
Results Orientation – Communicates and practically acts out the firm’s vision and business plan. Is a positive role model for setting goals and achieving results. Helps others understand how their efforts contribute to the firm’s success.
Teamwork – Accomplishes goals by effectively partnering with others inside and outside the firm. Builds both team and firm spirit to create excitement, enthusiasm, and commitment to team/firm goals.
Firm Economics – Develops new efficiency and cost containment techniques. Puts these practices in place and educates others in the firm. Continually develops improved project plans and budgets, utilizing personal experience/knowledge of the client and that of others and focusing on appropriate leveraging of work.
Technical Excellence – Develops guidelines to help others understand and apply complex technical concepts/issues. Responsible for all technical issue identification on projects and participates in issue resolution utilizing all available resources. Shares technical depth with others to build the firm’s technical expertise.
Client Service – Regularly obtains positive feedback from clients on their satisfaction with work. Consistently obtains high marks from internal inspection, peer review, and other internal reviews for projects managed. Responsible to retain 100% of desired clients in your book of business.
People Development – Is attentive to the responsibilities of his/her people development roles. Supervises effectively including recognizing capabilities and providing feedback to staff. Assist in identifying and participating in recruiting events, taking a leadership role in recruiting specific candidates based on business needs.
Business Development – Actively participates in firm marketing activities. Takes initiative to develop/champion new products or service niches for the firm.
Communication – Diplomatically handles complex topics, varied audiences, difficult questions, and unexpected situations. Actively seeks, discusses, and listens to ideas and information from others.
Strategic Thinking – Understands client’s business strategy and the day-to-day operations of the client’s organization. Challenges client requests and logic when appropriate to ensure optimal strategic business decisions are made. Supports and participates in the creation of transition systems and structures to ensure the implementation of the firm’s strategic plan.
Developing Self and Others – Acts as a mentor. Coaches/advise others on how to anticipate, define, prioritize and solve problems. Provides staff with appropriate development opportunities, assignments, tools, and resources. Creates a positive, flexible and energetic work environment that encourages people to develop and succeed.
Relationship Building – Utilizes personal networks to identify and develop potential new businesses for the firm. Maintains personal professional relationships with key decision-makers within client organizations to ensure long-term business relationships. Builds solid networking relationships with clients, prospects, and referral sources through active involvement in industry, civic and social activities.
Conceptual Thinking – Develops, designs, and implements solutions to client problems or needs that have a broad organizational impact. Facilitates ‘what if” thinking and leads brainstorming and creative problem-solving meetings.
Influence – Identifies and eliminates obstacles in complex, tense situations. Develops ideas and positions thoughtfully and influences others successfully. Facilitates feedback across all levels of the organization
Initiative – Champions new ideas within the firm. Identifies, pursues, and capitalizes on new business opportunities. Is self-directed.
Change Orientation – Effectively motivates others to accept new ideas and change opinions, practices, or actions. Able to develop contingency plans to ensure projects are completed on time and within budget. Responds to changing situations by being innovative, creative, and taking action to ensure needs are met.
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Every firm member who works for Soren McAdam, LLP works not only for a particular team/partner but also for the firm as a whole. Accordingly, firm members are expected to act in the best interests of the firm, even if doing so requires actions and behaviors not listed in the above Role Description. This Role Description is provided as a tool to assist you in understanding your position and is subject to revision by management when client service needs change.
2068 Orange Tree Lane, Suite 100
P.O. Box 8010
Redlands, CA 92375-1210