Lead and mentor a team of tax preparers and planners with varying degrees of experience.Coordinate, review, and sign state and federal tax returns, quarterly estimated payments, and annual report filings.Apply functional knowledge to identify potential tax issues and actively participate in strategic tax planning.Perform process optimization analysis to determine the most efficient and effective means to execute client needs.Act as Project Manager for special initiatives at the request of executive leadership.Manage, mentor, and train Tax Associates and Senior Tax Associates to foster career growth.Manage IRS audit processes from inception to resolution.Develop and execute a scalable process for integrating acquired tax firms and applying a segmented client model to ensure an ideal client experience.
7-10 years
Communication: Exceptional communication skills matched with a proactive, supportive, and positive approach to team and client management.
Education: Bachelor?s degree in Accounting, Finance, or Economics.Credentials: An active CPA License is required.Tax Experience: 8+ years of experience preparing federal individual and business (S-Corp, Partnerships) tax returns, including public accounting experience. Must have a proven track record of handling complex individual, trust, and partnership returns.Management Experience: 5+ years of direct management experience, with a demonstrated ability to grow and develop associates.Technical Skills:Strong MS Office skills, with Intermediate to Advanced Excel capabilities.Familiarity with industry software packages: UltraTax, ADP Payroll, and QuickBooks (Certified ProAdvisor preferred).
Bachelors
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