Job Description
Job Description
Description :
Position Objective : This individual is a highly experienced and motivated individual to lead tax engagements. This is a seasoned professional with extensive knowledge of tax regulations, excellent leadership skills, and a proven ability to deliver exceptional client service. This role will help shape our tax strategy, manage client relationships, and mentor other tax professionals.
Essential Duties & Responsibilities
- Develop and implement tax strategies that align with the Firm’s goals and objectives. Provide leadership and guidance to the tax department to ensure high quality services.
- Serve as a primary point of contact for key clients, building and maintaining strong relationships, understanding client needs, goals and challenges to provide tailored tax planning services. Proactively identify opportunities to add value and expand client engagements.
- Establish and maintain quality control processes to uphold the highest standards of accuracy, integrity and professionalism
- Prepare and review multi-state, C corporation tax returns, pass through entity and individual tax returns and exempt organization tax filings
- Support all types of clients including corporations, partnerships, trusts, estates, fiduciary and non-profit organizations
- Advise clients regarding IRS and state issues, respond to correspondence and audits
- Stay abreast of current tax laws, regulations and industry trends; implement tax advice in response to new legislation and planning by monitoring changes in the regulatory environment and industry best practices to ensure compliance and minimize legal and financial risks
- Provide supervision, training, mentoring, and guidance to tax staff, seniors and other members of the team
- Contribute to firm marketing and business development activities
- Other duties as assigned
This position is also expected to :
Continuously learn and model inclusive behavior; respectfully address diverse customer service needsProvide leadership and development of tax staff; dedicated to developing and enhancing a team-oriented environmentReport hours in a timely and error free mannerMaintain a positive, professional demeanor at all timesSuperior focus on client serviceWork efficiently in a fast-paced environment; multi-task and meet or exceed deadlinesPossess excellent analytical, interpersonal and communication skills (oral and written) as well as presentation skillsIndependently identify issues and create solutionsExhibit integrity, dependability and trustworthiness; ability to maintain confidentialityDetail oriented and well organizedRequirements :
Qualifications and Educational Requirements
Bachelor’s degree in accountingCPAMinimum of twelve (12) years of progressively responsible experience in public accounting; minimum of seven (7) years of supervisory experiencePreferred Qualifications
Master’s degree in accounting / taxationSolid working knowledge of MS Office (especially Excel), Quickbooks, CCH Axcess, CCH Prosystem fx Engagement, and BNA Tax PlannerTrust and estate experienceJob Requirements
Able to successfully pass a criminal background check (following a conditional offer of employment)Speak fluent English in order to communicate with other employees and clients verbally and in writingConstant operation of a computer and other office equipmentRemain in sedentary position for long periods of time; however, needs the ability to move around the office to access office equipment, attend meetings, etc.Frequent communication with others and clients regarding projects and work productAvailable to work moderate overtime throughout the year with heavier overtime requirements during busy seasons