Position Overview
We are partnering with a Partner Owned CPA firm who are seeking a seasoned tax professional to take ownership of complex tax engagements across diverse entity types, including partnerships, corporations, fiduciaries, tax-exempt organizations, and individuals. This role involves managing all aspects of the tax process-from strategic planning and compliance to leadership and client advisory-within a dynamic and collaborative environment.
Key Responsibilities
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Tax Compliance & Review: Oversee and review federal, multistate, and international tax filings for multiple entity types to ensure accuracy and timeliness.
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Strategic Tax Planning: Partner with firm leadership and clients to identify tax-saving opportunities, deliver forward-thinking strategies, and provide guidance on evolving regulations.
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Engagement Management: Coordinate all phases of client engagements, ensuring returns, extensions, and other compliance requirements are completed efficiently and filed by required deadlines.
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Team Leadership: Supervise and mentor accounting staff in the preparation of tax returns, sales tax filings, and monthly, quarterly, and annual closings while fostering professional growth and development.
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Audit Representation: Manage and support tax audits, including drafting responses to notices, coordinating with tax authorities, and maintaining well-organized client documentation.
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Tax Research & Analysis: Conduct research on complex transactions, emerging tax issues, and new legislation to provide informed recommendations and solutions to clients.
Qualifications
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Bachelor’s degree in Accounting required; Master’s degree in Taxation or a related field preferred.
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Active CPA license or progress toward CPA certification strongly preferred.
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Prior experience using ProSystem Tax or OneSource Trust Tax software is advantageous.
Benefits
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Flexible Work Options: Enjoy work-life balance through remote, hybrid, and in-office arrangements (availability varies by role).
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Competitive Compensation: Attractive base salary packages that recognize your skills and contributions.
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Generous Time Off: Comprehensive paid vacation, holidays, and sick leave to support your well-being.
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Comprehensive Health Coverage: Medical, dental, and vision insurance plans designed to meet a range of personal and family needs.
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Financial Wellness Benefits: Take advantage of flexible spending accounts (HRA, FSA, and HSA options) to manage healthcare and dependent care expenses.
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Wellness & Lifestyle Programs: Access to employee wellness initiatives promoting physical, emotional, and mental health.
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Summer Hours: Enjoy a flexible summer schedule that allows for a better work-life rhythm during the warmer months.
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Retirement Savings: Employer contributions to a 401(k) plan to help you plan confidently for the future.
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Professional Development: Support for CPA licensure and incentives for earning additional certifications to help advance your career.
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Community Involvement: Opportunities to give back through firm-sponsored volunteer programs and partnerships with charitable organizations.
For more information, please reach out to: [email protected]
