Overview In this role you will lead senior and staff on tax engagements, shaping how our clients navigate complex income tax issues. You will review federal and multi-state returns for individuals, flow-throughs, corporations, and trusts, and guide planning to optimize tax outcomes. You'll manage engagements, mentor the team, and act as a liaison to Partners, ensuring high-quality work and timely delivery. This opportunity combines leadership, technical tax expertise, and a collaborative culture that supports professional growth and industry impact.
Compensation / Benefits- Industry-leading compensation and performance bonuses
- Flexible hybrid work environment
- Generous PTO and paid holidays
- Comprehensive medical, dental, and vision insurance
- 401(k) with firm contributions
- Ongoing CPE and leadership development programs
Responsibilities- Review and quality-check federal and multi-state tax returns for individuals, partnerships, LLCs, corporations, and trusts; review related workpapers
- Advise clients on income tax issues and tax planning
- Oversee engagement planning, scheduling, and workflow supervision
- Research complex tax issues and provide solutions
- Lead, train, and supervise teams of seniors and staff
- Ensure high-quality work products and clear communication of progress to partners
- Mentor team members and participate in performance evaluations
- Assist with firm administration including client billing and initiatives
Key requirements- 7+ years of relevant tax experience
- CPA certificate
- Proficiency in taxation of partnerships, LLCs, and other flow-through entities; high net-worth individuals
- Strong organizational and management skills
- Excellent written and oral communication and documentation skills
- Ability to identify and resolve complex income tax issues
- Advanced project management skills
- Proficiency in Microsoft Office; working knowledge of GoSystem a plus
- strong communication
- team leadership and mentorship
- client service orientation
- GoSystem
- Microsoft Office
- tax research and analysis