Responsibilities
- Review of tax returns, tax workpapers, and tax projections
- Possess strong technical skills in partnerships, C‑corporations, and S‑corporations
- Provide effective consulting, planning, and compliance for clients
- Research and document tax issues and identify planning opportunities
- Oversee and manage day‑to‑day needs of clients and tax return process
- Actively develop new business and expand services to existing clients
- Participate in industry or service line‑related organizations and events
- Maintain strong relationships with clients
- Coordinate with partner to ensure timeliness and effective communication
- Coaching, mentoring, and training staff
- Maintain knowledge of new tax issues and business trends
Requirements
- Bachelor’s degree in Accounting required
- Master’s in taxation is preferred
- CPA preferred
- 10+ years of progressive public accounting experience
- Excellent written and verbal communication skills
- Ability to manage multiple client engagements
- A track record of building and sustaining client relationships and high‑quality client service
- Outstanding analytical, organizational and project management skills
- Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office
ATS Optimization Keywords
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Hard Skills
- Tax Compliance
- Tax Planning
- Tax Research
- Analytical Skills
- Project Management
Soft Skills
- Communication Skills
- Organizational Skills
- Coaching
- Mentoring
Certifications & Qualifications
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