Description

Lead tax planning and tax return preparation for clients and collaborate with internal accounting teams

Manage, mentor and develop tax staff

Review tax work for accuracy, compliance, and alignment with client tax strategies

Prepare and review complex tax returns

Research and consult on complex tax matters

Ensure quality control and accuracy across all tax engagements

Meet with key clients to review and refine tax strategies

Identify opportunities for additional client services

Oversee tax team processes, technology, KPIs, and client records

Maintain confidentiality of sensitive client information

Participate in budgeting, forecasting, and strategic planning

Complete required CPE and stay current on tax legislation

Requirements

Minimum of 10 years of tax and accounting experience in a public accounting firm

Active CPA or EA license

Proven ability to manage teams and multiple client engagements

Strong proficiency with tax, accounting, and office software

Extensive knowledge of individual, corporate, and partnership taxation

Trust, Estate, Gift taxation experience is a plus

A leader, familiar with US Govt, contractors, active military and veterans.