Overview In this role you will lead tax planning, preparation and consulting for pass-through entities and their owners, guiding complex tax strategies. You'll manage engagements, collaborate with clients and senior firm leaders, and drive timely, high-quality work. You'll deepen tax expertise while shaping client outcomes and ensuring compliance. This position offers meaningful client impact, leadership responsibilities, and a chance to contribute to a culture focused on people and growth.
Compensation / Benefits- ESOP participation and ownership
- Total Rewards benefits
- flexibility and advancement opportunities
- culture focused on impact and individuality
Responsibilities- Lead tax planning, preparation and research for pass-through entities and owners
- Manage engagements and supervise staff, ensuring high-quality work
- Ensure client satisfaction and timely delivery of services
- Oversee tax compliance and adherence to firm policies and TQM
- Plan and review tax processes, budgeting, staffing, and time/budget tracking
- Manage billing, A/R, and client communications
- Provide timely tax advice and coordinate with specialists as needed
- Drive strategy development to improve client position and efficiency
- Lead and develop a team of tax professionals; train associates on tools
- Act as a primary client contact for issues and resolutions
- Identify research needs and frame issues clearly for analysis
- Involve firm specialists and ensure professional standards in tax return preparation
- Seek process improvements and share lessons learned
- Contribute to building and maintaining client relationships
- Mentor and coach junior staff; provide performance feedback
Key requirements- Eight (8) or more years of relevant tax experience and/or public accounting or consulting experience
- Experience with individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients
- Prior supervisory experience required
- CPA certification, Attorney (admitted), or EA (or equivalent) required
- Strong knowledge of personal income, estate and gift tax, and wealth retention strategies; tax of entity owners (partnership and corporate)
- Proficiency with Microsoft Office Suite (preferred)
- Detail-oriented with excellent written and verbal communication; ability to work independently and in teams; strong delegation and leadership skills
- excellent written and verbal communication
- strong analytical, research and critical thinking
- ability to lead and develop a team
- tax planning and compliance for individuals, estates and trusts, partnerships, S-corporations
- tax research and issue framing
- WTA/Tax return preparation
