Salary
💰 $120,000 - $140,000 per year
About the role
- Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance with applicable laws.
- Manage the end-to-end tax preparation process for individual clients, including planning, execution, and final review.
- Provide guidance and mentorship to junior tax staff, fostering professional development and ensuring quality control.
- Conduct thorough tax planning and research to minimize client tax liabilities and identify tax-saving opportunities.
- Maintain up-to-date knowledge of tax laws and regulations, implementing changes as necessary to ensure compliance.
- Communicate effectively with clients to gather necessary information and provide updates on tax return status.
- Respond to inquiries from tax authorities and assist clients during audits or examinations.
Requirements
- Minimum of 10 years of experience in preparing, reviewing, and signing individual tax returns.
- Enrolled Agent (EA) certification preferred.
- CPA license is a plus but not required.
- Proficiency in tax preparation software (e.g., UltraTax, CCH ProSystem FX) and Microsoft Office Suite, particularly Excel.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- High level of integrity and professionalism.