DESCRIPTION & REQUIREMENTS

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.

MINIMUM QUALIFICATIONS:

• Bachelor’s Degree in Accounting, Taxation or related field
• 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
• Current and valid CPA (Certified Public Accountant) license
• Proficiency in Microsoft Office Suite
• Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

PREFERRED QUALIFICATIONS:

• Master’s Degree in related field

• Lead the planning and execution of tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports.
• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards.
• Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions.
• Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships.
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team.
• Delegate and oversee project tasks, ensuring timely and successful engagement delivery.
• Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency.
• Drive business growth through strategic planning, client retention, and proactive business development.
• Expand firm visibility and opportunities by representing the firm at industry events and networking forums.
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes.
• Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities.