Responsibilities:
— Lead a team of tax professionals delivering compliance, consulting, and planning services for individuals, trusts, and closely held businesses.
— Review complex individual tax returns (Form 1040), trust returns (Form 1041), and business returns (Forms 1065, 1120S), ensuring accuracy and compliance with federal and state tax laws.
— Lead tax planning engagements advising on asset protection, succession planning, and retirement optimization.
— Manage multiple client relationships and engagements, monitoring deadlines, budgets, and deliverables.
— Supervise and mentor staff preparing returns, providing technical guidance and developmental feedback.
— Collaborate with internal teams and external advisors to deliver integrated client solutions.
— Identify and pursue business development opportunities, including expanding services with existing clients.
— Contribute to internal training and professional development initiatives.
Requirements:
— Bachelor's degree in Accounting, Finance, or related field.
— Minimum 5 years of experience in individual tax, trusts, and small business returns in public accounting.
— Strong communication skills and ability to build trust with clients.
— Preferred CPA license or EA designation.
— Preferred Master's degree in Taxation or related field.
— Proven leadership skills to lead, coach, and develop a team.
— Effective delegation and workload management.
— Proficiency in tax compliance and review software such as CCH Axcess or GoSystem Tax RS.
— Strong knowledge of federal and state tax compliance for individuals, trusts, and pass-through entities.
— Familiarity with financial planning concepts including asset protection and succession planning.
— Ability to leverage technology and digital tools to enhance client service.
Benefits:
— Medical, Dental, and Vision Insurance from the first day.
— Flexible Spending and Dependent Care Accounts.
— 401k with Profit Sharing.
— 9+ holidays and discretionary time off.
— Parental Leave for primary and secondary caregivers.
— Tuition Assistance and CPA support programs with cash incentives.
— Discretionary incentive compensation based on performance.
— Incentives related to new client sales origination.
— Top rated wellness program.
— Flexible working environment including remote and hybrid options.
Salary range: $98,500 - $164,000 per year.
Equal Opportunity Employer encouraging diversity in the workplace.
Контакты работодателя доступны по кнопке «Откликнуться» после входа.