Lead and complete client tax engagements under the direction of a Partner
Provide work direction, coaching and mentorship to junior team members
Lead and review tax planning and preparation for individuals, estates, trusts, and small businesses
Research complex and unusual tax matters and develop solutions
Develop re-organization plans and apply specialized tax knowledge for clients
Build and manage meaningful client relationships and deliver advisory services
Participate in firm Leadership Development program and support professional growth initiatives
Support firm growth through client-focused advisory and engagement leadership
Requirements
5-7 year’s post-CPA experience with recent expertise in a public accounting firm with a strong focus on tax planning and advisory services
CPA (post-CPA experience implies CPA designation)
Experience in leading and reviewing tax planning and preparation for individuals, estates, trusts, and small businesses with a focus on an owner-managed client base
Comfortable researching complex and unusual tax matters and applying specialized knowledge
Experience developing re-organization plans
Passion for leading and mentoring junior team members
Desire to develop team capabilities through coaching, knowledge transfer, internal training delivery, and assigning challenging work
Proven ability to build and manage meaningful client relationships
Comfortable working with Caseware, TaxPrep, and Microsoft Office
Insatiable curiosity to learn and apply technical knowledge