JOB DESCRIPTION

Tax Strategy and Engagement Oversight

• Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
• Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions

• Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standardsMonitor engagement progress, budgets, and timelines, make adjustments as needed to meet client expectations

Research and Analysis

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

Client Communication

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns

• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implicationsCultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards

• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissionsStay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

Team Collaboration

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work

• Foster a collaborative team environment, promoting knowledge sharing and effective communication among team membersParticipate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm’s tax servicesEnsure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables

Strategic Business Development

• Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm’s growth strategy
• Participate in proposal development and presentations to prospective clients

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in accounting, finance, or a related field
• 8+ years of relevant experience
• CPA or Enrolled Agent license
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

PREFERRED EDUCATION AND EXPERIENCE

• Juris Doctor (JD) degree for specialty positions

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

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 colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

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