JOB SUMMARY

As a Tax Partner, you will assume a strategic leadership role, guiding our tax practice to new heights of excellence. Your expertise, client relationships, and business acumen will shape the direction of our tax services, solidifying our reputation as a premier tax advisory firm. As a member of our senior leadership team, you will play a crucial role in driving growth, innovation, and client satisfaction.

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 requirementsSpecific positions may require additional industry or specialization certifications

PREFERRED EDUCATION AND EXPERIENCE

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