About the Role
Responsible for leading tax and accounting functions, ensuring compliance, delivering strategic client advice, and managing team performance within a professional services environment.
Responsibilities
- Manage all stages of tax planning, compliance, preparation, review, and research activities
- Utilize tax software including UltraTax CS, Microsoft Office, and QuickBooks with proficiency
- Maintain comprehensive understanding of current tax laws and regulatory changes
- Assess how tax, regulatory, and industry-specific factors affect clients and advise accordingly
- Prepare a variety of tax returns such as individual, fiduciary, corporate, partnership, and multistate filings
- Collaborate effectively within a team while maintaining strong client relationships
- Lead and coordinate complex accounting projects in collaboration with the accounting team
- Exercise meticulous attention to detail in all work product
- Review engagement documentation, resolve issues, and inform leadership of key developments
- Oversee engagement phases including staffing, planning, and scheduling
- Supervise and mentor junior accountants, providing performance feedback and progress evaluations
- Build specialized knowledge in designated areas of responsibility
- Support administrative tasks as directed by partners
- Identify opportunities to expand services for existing clients and improve internal efficiencies
Requirements
- Bachelor’s degree in Accounting
- Holding an active CPA license
- At least seven years of professional experience in a CPA firm
- Ability to reliably commute or willingness to relocate prior to employment start date
- Capable of working independently and collaboratively in a team setting
- Exceptional written and verbal communication abilities
- Detail-focused with strong multitasking, prioritization, and time management skills
- Demonstrates a positive attitude and commitment to organizational priorities
Nice to Have
- Experience in the real estate sector
- Proficiency with UltraTax CS, Checkpoint, Microsoft Office Suite, and Intuit products
Tech Stack
UltraTax CS, Checkpoint, Microsoft Office Suite, Intuit QuickBooks
Benefits
- Comprehensive health, dental, and vision insurance plans
- Health and dental coverage options with fully paid employee-only premiums
- Company-paid life insurance and long-term disability coverage
- Ancillary benefits including supplemental life and short-term disability options
- Safe Harbor 401(k) plan featuring employer contributions
Compensation
Annual salary range of $140,000 to $160,000, adjusted based on experience and qualifications
Work Arrangement
Not specified
Team
Collaborative environment emphasizing client service, professional development, and operational efficiency
Company Culture
- Emphasis on professional growth and continuous learning
- Access to professional development platforms such as Becker and LinkedIn Learning
- Support for career advancement and skill enhancement
- Culture that values accountability, precision, and proactive problem-solving
Additional Information
- Part of an independent firm within the Crete Professionals Alliance network
Not specified
