Salary
💰 $55,000 - $187,000 per year
About the role
- Manage individual tax compliance and planning for executives
- Handle partnership K-1 income, state tax credits, and composite returns
- Conduct AMT and year-end planning
- Analyze intricate tax problems and provide solutions
- Mentor and guide junior team members
- Maintain elevated standards in deliverables
- Build and nurture client relationships
- Develop a thorough understanding of the business context
- Uphold and reinforce professional and technical standards, Firm's code of conduct, and independence requirements
- Interpret data to inform insights and recommendations
Requirements
- Bachelor's Degree in Accounting, Finance
- 2 years of experience
- Public Accountant [or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture]
- Enrolled Agent or Member of the Bar
- Master's Degree in Business Administration/Management, Finance, Accounting, Economics preferred
- Understanding individual tax compliance and planning for executives
- Understanding of professional service environments
- Preparing and reviewing individual tax returns and tax planning
- Working with team members virtually
- Identifying and addressing client tax issues
- Managing engagements and balancing project economics
- Demonstrating experience as a project leader
- Creating a positive environment by managing deadlines and workload
- Travel Requirements Up to 20%