About the Role
The role involves overseeing complex tax compliance initiatives, managing client relationships, and guiding a team of tax specialists to deliver high-quality service while maintaining compliance with federal and state regulations.
Responsibilities
- Lead the preparation and review of federal and state tax returns for individuals and entities
- Develop and implement tax planning strategies to minimize client liabilities
- Supervise a team of tax professionals and ensure timely delivery of services
- Ensure compliance with evolving tax laws and regulations
- Collaborate with clients to understand financial goals and tax implications
- Identify opportunities for process improvements in tax workflows
- Provide technical guidance on complex tax issues
- Oversee audit support and representation before tax authorities
- Maintain quality control standards for all tax deliverables
- Stay current with changes in tax legislation and industry practices
- Mentor junior staff and support professional development
- Coordinate with cross-functional teams on client engagements
- Manage multiple deadlines during peak tax seasons
- Ensure accurate documentation and file retention
- Support firm-wide initiatives related to tax practice growth
- Evaluate client structures for tax efficiency
- Assist in the development of internal tax policies
- Prepare tax provisions and projections for clients
- Conduct tax research to support compliance and planning
- Promote accuracy and consistency across all tax filings
- Serve as primary point of contact for high-profile clients
- Review engagement scopes and resource needs
- Ensure adherence to ethical and professional standards
- Participate in client advisory meetings
- Contribute to firm knowledge-sharing resources
Compensation
Competitive salary and performance-based incentives
Work Arrangement
Remote within the United States
Team
Collaborative team of tax professionals supporting diverse clients
Why This Role Matters
This position plays a central role in shaping the firm’s tax practice and directly influences client satisfaction and retention through expert guidance and reliable service delivery.
Growth Opportunities
The firm supports career advancement through leadership responsibilities, professional development funding, and involvement in strategic planning.
Technology and Tools
You’ll work with modern tax preparation and compliance platforms, cloud-based collaboration tools, and secure document management systems.
Client Base
Clients include high-net-worth individuals, entrepreneurs, and growing businesses with complex tax needs across various industries.
Culture and Values
The firm values integrity, accountability, and continuous improvement, fostering a respectful and inclusive work environment.
Workload and Expectations
Workload fluctuates with tax cycles, requiring flexibility during peak periods while maintaining work-life balance throughout the year.
Professional Development
Regular training sessions, access to tax updates, and support for continuing education are provided to maintain technical excellence.
Diversity and Inclusion
The firm is committed to building a diverse team and ensuring equitable opportunities for all employees.
Performance Evaluation
Performance is assessed based on technical accuracy, client feedback, team contribution, and adherence to deadlines.
Onboarding Process
New hires receive structured onboarding, including system training, team introductions, and client portfolio orientation.
Does not sponsor visas for this position
