Overview
This role involves managing and coordinating tax compliance and advisory work for clients, including review of partnership returns and providing technical research and client service support. The position also includes supporting business development efforts and leading multi-disciplinary client service teams.
Responsibilities
- Manage and coordinate tax compliance and advisory work for clients
- Review Federal and Multi-State Partnership tax returns
- Lead client relationships for day-to-day tax matters, supporting partners with service execution and development of extended services
- Research and consult on technical matters and special projects
- Proactively build client relationships and communicate effectively to provide superior client service
- Participate in business development efforts, working collaboratively with partners and marketing professionals to target and build relationships with client prospects
- Manage, train, and develop staff, including participation in the performance review process
Additional responsibilities include:
- Attain thorough technical competency and industry-specific expertise through CPE, firm/industry group events, webinars, and related activities
- Review tax-related information, including tax provisions, depreciation schedules, and property tax returns
- Lead multi-disciplined client service teams for account planning
- Prepare and review client correspondence (letters and e-mail)
- Participate in firm-sponsored events for industry-specific and/or regional clients and prospects
Requirements
- Bachelor’s Degree in Accounting or an equivalent combination of education and experience
- CPA certification required in the respective state in which they are practicing
- 5+ years of job-related experience
- Manufacturing and retail distribution experience required
- Prior accounting and/or tax experience
- Subject matter leader in similar accounting and/or tax services
- Management and/or mentoring experience with other staff members
- Experience making recommendations to management
- Prior public accounting experience desired
Preferred Qualifications
- Prior public accounting experience
Compensation & Benefits
- Estimated base pay range: $107,000 to $144,000
- Offers typically not made at the maximum; future salary increases may occur
- Actual salary at the time of offer depends on business related factors including: location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws
- Annual discretionary bonus eligibility may be available, subject to participation rules and based on factors including individual and Firm performance
Benefits highlights include:
- 8 health plan options (HMO & PPO)
- Dental and vision coverage
- Opportunity to enroll in HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life and short- and long-term disability coverage
- 401(k) savings plan & profit share, including Firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
Voluntary benefits may include:
- Critical illness & accident insurance
- Hospital indemnity insurance
- Legal
- Long-term care
- Pet insurance
- ID theft protection
- Supplemental life/AD&D
Benefit eligibility depends on annual hours expectation, position status/level, and location.
Location
Remote (per listing tags).