Tax Professional

Overview

This role is for a dedicated senior tax professional with at least three years of public accounting and tax experience. Responsibilities focus primarily on compilation/review and tax engagements for clients served across Washington, DC, Baltimore, and the Mid-Atlantic region.

Responsibilities

• Prepare personal and corporate tax returns, including more complex cases
• Review tax returns (except those requiring specialized expertise of another manager or director)
• Review tax accruals and associated working papers
• Ensure smooth flow of tax return processing
• Serve as person-in-charge and key client contact for a variety of engagements
• Bill and discuss fees with clients
• Prepare BNA projections and participate in planning for more complex clients
• Participate in tax planning for less complex client situations
• Analyze IRS notices and draft responses
• Review IRS notice responses prepared by other tax personnel
• Represent clients before the IRS
• Communicate tax developments to the firm
• Perform more complex tax research and review others’ research projects
• Assist accounting and auditing staff during client meetings
• Delegate work and manage/supervise the work of tax staff and senior tax accountants
• Participate in tax department administrative projects
• Work with directors to establish tax staff standards and evaluate/counsel tax staff members
• Act as a resource for the tax team
• Provide quality client service with quick turnaround and attentive communication
• Develop a general understanding of the firm’s philosophy and tax opinions
• Build strong working relationships with directors and staff members
• Demonstrate initiative, creativity, and imagination

Additional Functions

• Maintain time management and organizational skills
• Demonstrate industry expertise
• Assist with training for tax department personnel
• Take an entrepreneurial approach to client service and maintain client working relationships
• Maintain industry contacts, develop a network, meet prospective clients, and cultivate referrals
• Write articles and make presentations
• Develop a broad, general knowledge of economic, political, and business conditions
• Accept volunteer positions in community organizations
• Perform other duties as assigned

Requirements

• Bachelor’s degree in accounting or another related program
• Advanced degree (generally a law degree or a master’s in taxation) is strongly desired
• CPA certification is strongly desired
• At least three years of recent relevant public accounting, tax, and review experience
• At least two years of management experience and the ability to lead and develop professional staff
• Proficiency in computers and tax software programs (CCH Suite, including Axcess Practice - Tax, QuickBooks, etc.)
• Ability to manage multiple client engagements and prioritize work

Compensation & Benefits

• 401(k) and Profit-Sharing Plan
• 10 Paid Holidays
• Paid Time Off
• Bereavement/Jury Duty Leave
• Paid Parental Leave
• FSA/Dependent Care
• Life Insurance
• Short and Long-Term Disability
• Volunteer Community Service Day
• Healthcare Benefits - medical, dental, vision & other programs
• Paid Parking & Metro
• Subsidized Employee Wellness and Fitness Program
• Mentorship Program
• Professional Training & Development
• Tuition Reimbursement
• CPA and Other Certifications Assistance
• Professional Memberships
• Business Casual Work Environment
• Paid Parking & Metro

Location

Clients served throughout Washington, DC, Baltimore, and the Mid-Atlantic region.