Overview
This role involves leading and managing tax compliance engagements, ensuring adherence to professional standards, budgets, and deadlines. The position requires proactive client communication, supervision of staff, and maintaining technical expertise in tax areas related to industry specialization.
Responsibilities
- Lead and manage tax compliance engagements in accordance with professional standards, within budget and deadline expectations
- Plan and schedule tax engagements with clients and internal resources
- Serve as the primary tax point of contact for clients
- Ensure clients receive proactive communication and timely service
- Perform detailed reviews of tax work papers and provision calculations completed by associates
- Review tax returns, tax research, tax communications, and other deliverables
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and significant matters
- Provide training, direction, and supervision to staff and senior accountants
- Participate in and provide leadership for firm initiatives and projects
- Maintain technical expertise in various tax areas related to industry specialization
Qualifications
- Minimum of 5 years of relevant experience
- Bachelor’s Degree in Accounting required
- CPA designation required
- Strong proficiency desired in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, tax preparation software (Axcess), tax research software (RIA), and Go File Room
Compensation & Benefits
- Estimated base pay range: $106,000 - $160,000; actual salary depends on factors such as location, skills, experience, education, licensure, certifications, business needs, and relevant employment laws
- Eligibility for an annual discretionary bonus based on individual and firm performance
- Comprehensive benefits including 8 health plan options (HMO & PPO), dental and vision coverage, HSA with potential employer contribution, Employee Assistance Program
- Firm-sponsored basic life and short- 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, family formation benefits
- Additional voluntary benefits such as critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance
- Benefit eligibility depends on annual hours expectation, position status/level, and location
Equal Opportunity & Accommodations
The employer is an equal opportunity/affirmative action organization. All candidates receive consideration 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 provided for applicants with disabilities during the application and recruitment process upon request.
Location
Not specified.