Tax Partner - Cadillac

at  UHY LLP

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in Accounting, Finance, or related field
• Minumum of 10+ years of progressive tax leadership experience in a CPA firm or related professional service environment
• 15+ years of relevant experience
• CPA License
• Responsible for completing minimum CPE credit requirements
• Specific positions may require additional industry or specialization certifications

PREFERRED EDUCATION AND EXPERIENCE

• Advanced degree (Master’s) or additional relevant certifications

ESSENTIAL FUNCTIONS

Tax Strategy and Engagement Oversight:

• Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise
• Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends
• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Keep track of and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Monitor engagement progress, budgets, and deadlines, making strategic adjustments as required

Research and Analysis:

• Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
• Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making

Client Communication:

• Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters
• Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals

Team Collaboration:

• Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence
• Provide guidance, continuous learning opportunities, and support to facilitate the team’s professional advancement

Process Improvement and Innovation:

• Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures
• Shape and execute the tax practice’s strategic vision, aligning with the firm’s broader goals
• Implement innovations that improve efficiency, accuracy, and client satisfaction

Strategic Business Development

• Drive the firm’s business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings
• Play a key role in proposal development, client presentations, and strategic partnership initiatives
• Collaborate with executive leadership to drive projects that enhance the firm’s market presence and competitive edge
• Oversee the financial performance of the tax practice, including revenue generation, budgeting, and profitability analysis

Financial Management

• Collaborate with finance teams to ensure financial objectives are met while maintaining high-quality service delivery

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.