Overview
This role is part of the Finance team, focused on providing tax compliance and tax planning guidance to the owners of the organization.
The position involves leading large projects, innovating processes to improve tax reporting and compliance, and maintaining operational excellence. Work includes managing partnership K-1 income, state tax credits, and composite returns, along with leading and collaborating with team members virtually.
Responsibilities
- Provide tax compliance and planning guidance to owners
- Lead large projects and maintain operational excellence
- Innovate processes to enhance tax reporting and compliance
- Manage partnership K-1 income, state tax credits, and composite returns
- Lead and collaborate with team members virtually
- Develop and implement solutions to improve client satisfaction
- Interact with clients at a senior level to drive project success
What You Must Have
- Bachelor’s Degree in Finance, Accounting
- 6 years of experience
- CPA, Enrolled Agent or Member of the Bar
Skills and Qualifications
- Craft and convey clear, impactful and engaging messages that tell a holistic story
- Apply systems thinking to identify underlying problems and/or opportunities
- Validate outcomes with clients, share alternative perspectives, and act on client feedback
- Direct teams through complexity, demonstrating composure through ambiguous, challenging and uncertain situations
- Deepen and evolve expertise with a focus on staying relevant
- Initiate open and honest coaching conversations at all levels
- Make difficult decisions and take action to resolve issues hindering team effectiveness
- Model and reinforce professional and technical standards, including specific tax and audit guidance, the firm’s code of conduct, and independence requirements
What Sets You Apart (Preferred)
- Master’s Degree preferred
- Consulting with affluent individuals on tax and financial planning
- Thorough technical skills in partnership K-1 income and state tax credits
- Experience identifying and addressing complex client needs
- Leading teams and coaching others
- Developing relationships within the organization and sharing planning ideas
- Knowledge of automation and digitization solutions
- Experience leading implementation of solutions to improve quality and reduce hours
- Thorough project management skills
Compensation & Benefits
- Salary range: $91,000 - $321,500
- Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
- Eligible for an annual discretionary bonus.
- Benefits include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.
Location
Not specified in the posting.