Role Description
Successful candidates should have the following:
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7+ years of public accounting experience
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2+ years of supervisory or management experience
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Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporate, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning.
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Ability to prepare working trial balance and year-end adjusting entries
A day-in-the-life basic overview includes:
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Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance.
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Review very complex individual tax returns.
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Manage and develop income tax and financial planning clients.
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Work closely with tax partners and other tax staff on client management, practice development, and business development activities.
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Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively.
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Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to clients.
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Supervise and help drive the success of multiple engagements in partnership and individual taxation.
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Preparing year-end projections.
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Researching various Tax issues.
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Mentoring Associates and guiding them on Tax issues.
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Maintaining presentation skills (oral and written).
Qualifications
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Bachelor's degree in Accounting, Finance, or other business-related fields
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A CPA certification is required
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Strong technical expertise in tax preparation and review, tax compliance, and tax research
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Excellent skills, analytical, organizational, and written and verbal communication skills
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Demonstrated ability to utilize Excel, Word, and CCH Axcess
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Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships
Requirements
The annual salary target for this job in this market is $115,000 - $185,000. The specific compensation for this role will be determined based on the market demand, education, experience, and skill set of the individual selected for this position.
Benefits
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Comprehensive medical, dental, and vision insurance
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Retirement savings
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Life and disability insurance
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Profit sharing and 401(k) match
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Certification incentives
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Education assistance
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Referral program
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Market-leading benefits, including parental leave
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Annual ski/camping trip
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Black-tie holiday party
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Quarterly departmental mixers (travel stipend included)
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Paid continuing education