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.
What You Will Do:
- Manage 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
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Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
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Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
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Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions
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Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
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Support client growth and retention through strategic planning and business development
- Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition
- Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
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Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
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Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
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Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
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Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities
Minimum Qualifications:
- Bachelor's Degree in Accounting, Taxation or related field
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5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
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CPA License
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Proficiency in Microsoft Office Suite
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Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
- Master’s Degree in related field
