Overview In this role you will lead high-impact tax advisory work for mid-market and owner-managed clients, guiding complex engagements and persisting growth initiatives. You'll work closely with firm shareholders to shape client transitions and practice development, while mentoring the tax team. You will apply deep technical knowledge to optimize year round planning, handling audits and controversies as needed. This position combines strategic leadership with hands-on technical execution in a collaborative, growth oriented firm.
Compensation / Benefits- comprehensive medical, dental, and vision insurance
- 401(k) retirement plan with firm contributions
- generous PTO and firm-paid holidays
- 100% firm-sponsored CPE and professional dues
- structured leadership track and mentorship with access to firm shareholders
- hybrid work model
Responsibilities- Oversee and sign off on complex tax engagements across corporate, partnership, trust, estate, and high-net-worth individual filings
- Serve as primary trusted advisor to business owners, executives, and middle-market clients with proactive year-round tax planning
- Conduct advanced tax research and document well-supported conclusions on multi-layered tax positions and transactions
- Manage IRS and state tax authority audits and controversies, representing client interests with technical rigor
- Mentor, supervise, and evaluate engagement managers and staff, driving technical growth and professional development
- Partner with firm shareholders on practice development, client relationship expansion, and business development initiatives
- Monitor engagement economics, workflow efficiency, fee realization, and project timelines to meet profitability targets
Key requirements- 8+ years of progressive tax experience within a public accounting firm
- Active CPA license
- Proven track record leading complex business entity returns (1065, 1120, 1120S) and high-net-worth individual returns (1040)
- Deep technical expertise in year-round tax planning, transaction structuring, and advisory
- Outstanding leadership, communication, and client relationship management skills
- leadership
- communication
- client relationship management
- advanced tax research
- year-round tax planning
- transaction structuring
