Overview
This role supports the tax leadership team by working with tax professionals across multiple markets to help clients identify and achieve strategic goals through proactive, innovative, and future-oriented service. Responsibilities include technical tax review, client advisory, engagement performance monitoring, and people leadership.
Responsibilities
- Develop and sustain excellent client relationships with dynamic companies and their various stakeholders
- Perform technical reviews of tax returns and tax provisions with varying complexity
- Identify and recommend solutions to complex client issues
- Monitor economic performance of engagements, including billing and collections
- Recruit, develop, and motivate team members, creating pools of ready-now leaders
- Collaborate cross-functionally within the organization to grow existing business and offer a variety of business solutions to clients and prospects
- Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
Requirements
- Minimum of a Bachelor’s degree in Accounting or Finance; Masters in Tax preferred; or equivalent combination of relevant education and experience
- 7+ years of recent public accounting firm and/or relevant industry experience, with an emphasis on corporate tax work, including experience with consolidated tax returns, multi-state taxpayers, and taxpayers with international activity
- Experience servicing clients across multiple industries, with a preference for familiarity with manufacturers and distributors
- Experience developing team members, assigning projects, and managing workflow
- CPA certification
- Proven leadership and project/team management skills
- Excellent communication and networking acumen
- Ability to manage and grow strong customer relationships with various ownership groups (closely-held; publicly traded; PE-owned), coupled with a growth-oriented mindset
- Experience with tax software and technology
Preferred Qualifications
- Masters in Tax
- Familiarity with manufacturers and distributors
Compensation & Benefits
Benefits and time-off include:
- Generous time away and paid firm holidays, including the week between Christmas and New Year’s
- Flexible work schedules
- 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
- First-class health and wellness benefits, including wellness coaching and mental health counseling
- One-on-one professional coaching
- Leadership and career development programs
- Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally
Location
Not specified in the provided description. (The organization operates nine offices across the US.)
Reasonable Accommodation / ADA Requirements
- The physical and cognitive/mental requirements and the work environment characteristics described are representative of those that must be met to successfully perform the essential functions of the role.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
The employee is regularly required to:
- Remain in a stationary position
- Use hands repetitively to operate standard office equipment
- Talk or hear, both in person and by telephone
- Have specific vision abilities, including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
The employee is regularly required to:
- Use written and oral communication skills
- Read and interpret data, information, and documents
- Observe and interpret situations
- Work under deadlines with frequent interruptions
- Interact with internal and external customers and others in the course of work