Main Responsibilities Of A CPA At Rizvi And Rizvi CPAs
Amir's main responsibilities at Rizvi & Rizvi CPAs encompass managing a team of five or six people, "coaching as well as reviewing their work," and cultivating relationships with high-net-worth clients while concurrently focusing on business development through networking and pursuing mergers and acquisitions. This multifaceted role demonstrates a career path combining technical expertise with leadership and entrepreneurial skills within the firm.
Management, Client Relations, Tax Planning, Business Development, Networking
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Amir Rizvi
CPA
Rizvi & Rizvi CPAs
San Diego State University 2008
USC - Master of Business Taxation (MBT)
Political Science, American Studies
Finance (Banking, Fintech, Investing)
Finance
Honors Student, Worked 20+ Hours in School
Video Highlights
1. Managing a team of 5-6 people, providing coaching and reviewing their work.
2. Developing and maintaining relationships with high-net-worth clients, focusing on corporate income tax planning.
3. Actively seeking new business opportunities through networking and leveraging existing client relationships for referrals and partnerships with other professionals
Transcript
What are your main responsibilities within your current role?
As I alluded to in my earlier answer, in a role such as mine, I wear a lot of different hats. I have about five or six people who report to me, so there's the managerial component where I run that group of people.
This includes coaching and reviewing their technical work. There's also the administrative function, looking at timesheets, billings, and billable hours. That's the managerial function.
I also have my own clientele and book of business, which that staff of five or six helps support. I'm the point of contact for those clients, managing those relationships and ensuring they are happy with our services.
I also touch base with them to see how their businesses are going. Our bread and butter is closely held family businesses, typically high net worth ownership. My particular area is corporate income tax planning for them and their owners.
Finally, a large part of my role is winning new business. This involves leveraging my current client base for referrals and ensuring I stay top of mind. I also work with partnerships with lawyers, bankers, and others I went to school with, networking and chasing leads to grow organically.
Every year, we evaluate any sort of M&A activity. I joined the company through the acquisition of a sizable practice. I am always managing my practice and trying to manage capital application in terms of our resources.