POSITION SUMMARY
Lead tax advisory and tax compliance engagements, manage client relationships, and direct team resources to deliver accurate, timely, and practical solutions. This role is responsible for owning client work, effectively delegating assignments, developing staff, and helping clients make informed tax and business decisions.
KEY RESPONSIBILITIES
- Serve as a primary advisor to individuals and business owners, providing proactive tax advisory services related to entity structure, estimated taxes, transactions, cash flow, business decisions, and other tax-sensitive matters.
- Prepare and review complex individual, corporate, partnership, and other tax returns; identify issues, opportunities, and follow-up items that should be discussed with clients.
- Delegate engagement tasks to appropriate team members based on experience, workload, and development needs; establish clear expectations and deadlines and ensure work moves through the firm efficiently.
- Monitor assigned work, follow up on progress, remove roadblocks, and reassign or escalate work when needed to meet client commitments and filing deadlines.
- Review work prepared by team members, provide timely feedback and coaching, and ensure engagements meet firm quality, documentation, budget, and profitability expectations.
- Lead client meetings and communicate tax strategies, risks, recommendations, deadlines, and information needs in a clear and practical manner.
- Coordinate with accounting and advisory team members when financial information is needed for tax engagements, while keeping the primary focus of the role on tax advisory and tax compliance.
- Build strong long-term client relationships, identify additional advisory needs, and participate in firm business development and community activities.
REQUIRED SKILLS AND ABILITIES
- Strong federal and state tax knowledge with demonstrated experience advising closely held businesses and individual clients.
- Excellent analytical, problem-solving, and professional communication skills; able to explain complex tax matters in an understandable, business-focused way.
- Ability to work independently, exercise sound professional judgment, and collaborate effectively with clients and colleagues.
- Proficiency with professional tax, workflow, document-management, and Microsoft Office applications; experience with UltraTax or similar tax software preferred.
EDUCATION AND EXPERIENCE
- Active CPA license required; bachelor’s degree in accounting, finance, business, or a related field.
- At least five years of public accounting experience with increasing responsibility in tax compliance, tax advisory, and client management.
- Commitment to maintaining required continuing professional education (CPE) and staying current on tax law and industry developments.
Physical Requirements:
- Prolonged periods sitting at a desk, bending, stooping, kneeling, walking, and working at a computer
- Lifting requirements of 30 pounds to carry client records, bags, computers, and peripheral equipment
Supervisor, Compensation, Benefits and Other:
- Reports to Tax Leader
- Full-time, 40+ hours per week with the option to work from home part time, overtime required during peak times and tax season
- Non-exempt position. At-will employment. Competitive compensation, paid bi-weekly
- Employee benefits for eligible employees, subject to plan terms: o Health, HSA, dental and vision coverage o 401k with ROTH option with up to 4% company match based on contributions o Life and long-term disability insurance o Paid time off (PTO) and company-paid holidays o 90-Day and Annual employment review
- Execution of an employment agreement, non-compete and confidentiality agreements are required
This position description does not list all the duties of the job. Employees may be asked by supervisors, managers, or partners to perform other duties. Performance evaluations, in part, will be based upon performance of tasks listed in this position description.
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Education:
Work Location: In person
