Job Description

Key Responsibilities:

• Take full ownership of client tax returns and accounting engagements, delegating work to Tax and Senior Tax Professionals as needed.
• Review and provide final technical approval on all tax filings and work products.
• Serve as the primary point of contact for clients, cultivating long-term, trusted relationships.
• Participate in client meetings, delivering proactive tax planning strategies tailored to each client’s needs.
• Partner with firm leadership to design and implement effective tax strategies.
• Represent clients in IRS and other governmental tax examinations.
• Manage engagement budgets, billing, collections, and overall financial performance of your portfolio.
• Identify opportunities to expand client services and support business development initiatives.
• Provide leadership and professional development for junior team members, fostering a collaborative and high-performance environment.

Qualifications:

• Bachelor’s or Master’s degree in Accounting, Taxation, or Business Administration.
• CPA certification required.
• Minimum of 7 years of public accounting experience, including at least 3 years supervising staff or senior-level professionals.
• Strong technical knowledge in tax and accounting across a broad range of industries.
• Excellent written and verbal communication skills.
• Proven leadership abilities with a commitment to team development.
• Must be experienced with CCH Axcess.

Job Tags

Similar Jobs