Description:
We're seeking a seasoned tax professional to lead and manage tax compliance and planning efforts for a diverse client base. This role involves overseeing the preparation and review of tax filings, identifying strategic tax-saving opportunities, and mentoring junior team members. The ideal candidate is a proactive leader with strong technical knowledge and a passion for client service.
Key Responsibilities
- Provide tax planning and advisory services to privately held businesses
- Ensure accurate and timely preparation of federal and state tax returns
- Analyze financial data to ensure compliance with tax regulations and identify areas for savings
- Interpret and apply tax laws and regulations to complex business scenarios
- Conduct research on tax issues and prepare technical memos and recommendations
- Advise clients on the tax implications of business transactions, including mergers and acquisitions
- Monitor changes in tax legislation and assess their impact on clients
- Lead and manage multiple tax engagements and deliver high-quality results
- Review and reconcile tax-related data in financial statements
- Mentor and develop team members, providing feedback and performance evaluations
- Collaborate with cross-functional teams to support client goals and firm initiatives
Qualifications
- Bachelor's degree in Accounting or related field required
- CPA license required
- 5+ years of recent experience in public accounting, with a focus on tax
- Strong understanding of U.S. tax code and regulatory environment
- Proven ability to manage multiple projects and meet deadlines in a fast-paced setting
- Excellent communication skills-both written and verbal
- Strong analytical and problem-solving abilities
- Proficiency in tax software (e.g., ProSystem fx) and Microsoft Office Suite
- Team-oriented mindset with a positive, professional attitude
- Ability to think strategically and align tax planning with broader business objectives