Overview
Our client, a reputable and forward-thinking accounting firm, is seeking a Tax Specialist with strong client management skills, tactical leadership ability, and a passion for growing the business. This is a client-facing role for someone who combines technical tax expertise with strategic execution and entrepreneurial spirit.
Key Responsibilities
- Serve as a primary point of contact for a diverse set of clients, ensuring outstanding service and proactive communication
- Oversee aspects of the client lifecycle including onboarding, tax planning, compliance, and relationship management
- Review and manage tax return preparation (individual, corporate, partnership) using CCH tax software
- Actively contribute to firm growth by identifying cross-service opportunities and nurturing referral relationships
Requirements
Minimum of 2 years of experience in public accounting or tax advisoryCPA license requiredExceptional communication and interpersonal skills with the ability to build rapport and maintain long-term client relationshipsStrong organizational skills and ability to manage competing priorities in a fast-paced environmentEntrepreneurial mindset with a desire to take ownership, contribute to firm strategy, and help shape future growthFamiliarity with CCH tax software and cloud-based financial toolsA passion for the work your clients do and a dedication to helping them succeedBenefits
Competitive base salary with commission-based earnings potentialComprehensive benefits package including health, dental, 401(k), and PTOA flexible and supportive work culture that empowers leaders to innovate and growDetails
Seniority level : Mid-Senior levelEmployment type : Full-timeJob function : Accounting / AuditingIndustries : Accounting#J-18808-Ljbffr