Overview
This role involves managing and coordinating tax compliance and advisory services for clients, with a focus on Federal and Multi-State Partnership tax returns. The position requires leading client relationships on day-to-day tax matters, supporting partners in service execution, and developing extended services.
Responsibilities
- Manage and coordinate tax compliance and advisory work for clients
- Review Federal and Multi-State Partnership tax returns
- Lead client relationships on daily tax matters and support partners with service execution and development
- Research and consult on technical tax matters and special projects
- Build and maintain effective client relationships to provide superior service
- Participate actively in business development efforts, collaborating with partners and marketing professionals to target and build relationships with prospects
- Manage, train, and develop staff; participate in performance review processes
- Attain technical competency and industry-specific expertise through continuing professional education, firm events, and webinars
- 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 such as letters and emails
- Participate in firm-sponsored events for industry-specific and regional clients and prospects
Requirements
- Bachelor's Degree in Accounting or equivalent education and experience
- CPA certification required in the practicing state
- Minimum of 5 years of relevant job experience
- Experience in manufacturing and retail distribution sectors
- Prior accounting and/or tax experience
- Recognized subject matter leader in accounting and/or tax services
- Experience managing and mentoring staff
- Proven ability to make recommendations to management
- Prior public accounting experience is preferred
Compensation & Benefits
- Estimated base salary range: $106,000 to $160,000, with offers typically below the maximum to allow for future increases
- Eligibility for an annual discretionary bonus based on individual and firm performance
- Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage, Health Savings Account with potential employer contribution, and Employee Assistance Program
- Firm-sponsored basic life, short-term and long-term disability coverage
- 401(k) savings plan with profit sharing and 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 and accident insurance, hospital indemnity, legal coverage, 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
Location
Details regarding the specific work location are not provided in this description.
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 any other protected characteristic under federal, state, or local laws.
Reasonable accommodations are available for applicants with disabilities throughout the recruitment process upon request.