Overview
This role involves reviewing and managing complex tax work with a focus on accuracy, compliance, and identifying tax-saving opportunities. You will serve as a primary point of contact for key clients, lead and support accounting staff, manage tax department workflow and deadlines, and act as a technical resource for complex tax issues.
Responsibilities
- Review complex federal and state tax returns for accuracy, compliance, and tax-saving opportunities.
- Provide year-round tax planning, strategic consulting, and proactive communication for key clients.
- Train, mentor, and delegate work to senior and staff accountants; foster a collaborative team environment.
- Manage workflow, deadlines, and budgets for the tax department during peak seasons and throughout the year.
- Resolve complex tax issues through advanced research and use of modern tax automation tools.
- Oversee tax compliance and planning functions, including managing tax filings, research, and audits.
- Advise leadership on the tax implications of business decisions.
- Act as a technical resource and review complex returns across applicable areas (corporate, partnership, individual, trust, non-profit, and gift tax).
- Deliver exceptional advisory and preparation services by leading professional staff.
Requirements
- Active Certified Public Accountant (CPA) license required.
- Bachelor’s degree in Accounting.
- 5 to 8+ years of progressive tax experience within a public accounting firm.
- Deep knowledge of current tax laws and multi-jurisdictional compliance.
- Proficiency with tax preparation and research software.
- Superior verbal and written communication skills.
- Exceptional critical thinking.
- Proven client-relationship management abilities.
Preferred Qualifications
- Master of Science in Taxation (MST) or MBA.
Compensation & Benefits
- Salary commensurate with experience.
Location
- Fully remote role with a flexible remote work schedule.