Overview In this role you will lead complex tax engagements for high-net-worth individuals, closely held businesses, and diverse corporate clients within a premier public accounting firm. You'll supervise teams, provide strategic tax planning, and handle audits and controversy matters, contributing to client satisfaction and firm growth. The role offers career advancement, a balanced tax-season workload, and a collaborative culture with direct path to senior leadership. You'll work closely with cross-functional teams to shape tax strategies and serve as a trusted advisor to clients.
Compensation / Benefits- competitive compensation
- balanced tax-season workload
- clear path to senior leadership
- collaborative workplace culture
Responsibilities- Manage and review complex federal, state, and local tax returns for individuals, C-Corps, S-Corps, Partnerships, Trusts, and Estates
- Provide strategic tax planning and minimization strategies for middle-market and high-net-worth clients
- Serve as primary client contact, building long-term relationships and ensuring satisfaction
- Supervise and mentor senior and staff accountants, delivering technical feedback
- Conduct in-depth tax research and prepare technical memorandums
- Represent clients in IRS/state audits and controversy resolution
- Optimize engagement workflow to meet quality and budget targets
Key requirements- 5 to 8+ years of progressive tax experience in a public accounting firm
- Active CPA license preferred
- Technical expertise in business entity taxation (Pass-Throughs, C-Corps) and complex individual tax
- Proven ability to manage client relationships and lead engagement teams
- Proficiency with tax software platforms (UltraTax, CCH Axcess, ProSystem fx) and research tools
- Strong written and verbal communication skills
- Bachelor's in Accounting; MST or Master's in Accounting preferred
- Ability to explain complex concepts to business owners and stakeholders
- strong communication
- client relationship management
- leadership and mentoring
- Public accounting tax software (UltraTax, CCH Axcess, ProSystem fx)
- Tax research and memo writing
- Tax planning for individuals, pass-throughs and C-Corps
