Overview
This role involves leading and managing tax compliance engagements, ensuring adherence to professional standards, budgets, and deadlines. The position requires serving as the primary tax contact for clients, providing proactive communication and timely service, and maintaining technical expertise in specialized tax areas.
Responsibilities
- Lead and manage tax compliance engagements according to firm and professional standards
- Plan and schedule tax engagements with clients and internal resources
- Serve as the main tax point of contact for clients
- Ensure clients receive proactive communication and timely service
- Review tax work papers, provision calculations, tax returns, tax research, and other deliverables
- Communicate project status, client service opportunities, and significant matters to clients and engagement partners
- Provide training, direction, and supervision to staff and senior accountants
- Participate in and lead firm initiatives and projects
- Maintain technical expertise in various tax areas related to industry specialization
Requirements
- Bachelor's Degree in Accounting or equivalent education and experience
- CPA certification in the practicing state
- Minimum of 5 years of relevant job experience
- Experience with High Net Worth Individual tax matters
- Prior accounting and/or tax experience
- Recognized subject matter leader in accounting and/or tax services
- Experience managing and mentoring staff
- Experience making recommendations to management
- Prior public accounting experience is preferred
Compensation & Benefits
- Estimated base salary range: $106,000 to $160,000 (offers typically below maximum to allow for future increases)
- Eligibility for annual discretionary bonus based on individual and firm performance
- Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage
- Opportunity to enroll in HSA with potential employer contribution
- Employee Assistance Program
- Firm-sponsored basic life, short-term and long-term disability coverage
- 401(k) savings plan with profit sharing and employer matching contributions
- Well-being incentives, education and certification assistance
- Flexible time off, family care leave, parental leave, and family formation benefits
- Additional voluntary benefits such as critical illness & accident insurance, hospital indemnity, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance
Eligibility for benefits depends on annual hours, position status/level, and location.
Equal Opportunity
The employer is an equal opportunity/affirmative action organization. All candidates will be considered without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics.
Reasonable accommodations are available for applicants with disabilities during the application and interview process upon request.
Location
Details regarding the specific work location are not provided in this description.