Job Description
Key Responsibilities:
- Take full ownership of client tax returns and accounting engagements, delegating work to Tax and Senior Tax Professionals as needed.
- Review and provide final technical approval on all tax filings and work products.
- Serve as the primary point of contact for clients, cultivating long-term, trusted relationships.
- Participate in client meetings, delivering proactive tax planning strategies tailored to each client’s needs.
- Partner with firm leadership to design and implement effective tax strategies.
- Represent clients in IRS and other governmental tax examinations.
- Manage engagement budgets, billing, collections, and overall financial performance of your portfolio.
- Identify opportunities to expand client services and support business development initiatives.
- Provide leadership and professional development for junior team members, fostering a collaborative and high-performance environment.
Qualifications:
- Bachelor’s or Master’s degree in Accounting, Taxation, or Business Administration.
- CPA certification required.
- Minimum of 7 years of public accounting experience, including at least 3 years supervising staff or senior-level professionals.
- Strong technical knowledge in tax and accounting across a broad range of industries.
- Excellent written and verbal communication skills.
- Proven leadership abilities with a commitment to team development.
- Must be experienced with CCH Axcess.