Overview In this role you will lead the review of complex federal and multi-state tax filings and support client engagements from a collaborative, inclusive firm. You will mentor staff, coordinate with partners on tax planning, and ensure accurate projections and workpapers. The position emphasizes high-quality client service, technical tax expertise, and opportunity for professional growth in a supportive environment. You will help shape the firm's tax solutions while maintaining work-life balance and a client-focused culture.
Responsibilities- Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
- Review quarterly and year-end tax projections
- Review tax workpapers
- Deliver clear requests for information via phone or email to clients
- Research Federal, state, and cross-border tax issues
- Strategize with partners and engagement teams on tax planning
- Mentor, train, and supervise staff with management team
Key requirements- 5+ years of public accounting experience
- Bachelor's degree
- CPA
- Field of study: Accounting, Finance and/or Taxation
- Strong working knowledge of Microsoft Office Suite
- Strong verbal and written communication skills
- Excellent analytical and problem-solving skills
- Strong interpersonal and communication skills
- Managerial experience with staff and clients
- Microsoft Office Suite
- Tax research
