Responsibilities
- Applying technical skills to perform effective reviews of all types of tax returns, ensuring relevant issues are resolved, exploring planning opportunities, and returns are complete and ready for Principal review
- Providing tax research and consulting services in response to tax return issues, client requests and identifying opportunities
- Managing engagements, including the planning and supervision of the tax return preparation process, coordinating tax consulting projects
- Identifying tax planning & consulting opportunities, including coordination with client's other advisors
- Assuming certain tax and non-tax administrative responsibilities to assist the Principals with the overall management of the Firm
- Conversing directly with clients and their advisors and serving as the primary point of contact
- Proactively communicating with other staff to assist and request status of projects
- Mentoring and participating in training as a team leader
- Thinking proactively about practice development to include opportunities to cross sell to existing clients as well as identifying new clients
Requirements
- CPA or EA with 5 plus years of progressive CPA firm experience
- Bachelor’s degree
- Knowledge of estates and trusts, multi-state, and consolidated returns
- Understanding of Generally Accepted Accounting Principles (GAAP)
- Ability to review and provide feedback on tax work prepared by all staff in a professional manner
- Ability to manage own time and the time of others, as well a train and mentor staff
- Microsoft Office proficiency
Nice to Have
- Masters in Accounting/Taxation
- International Accounting Knowledge (tax laws for S-Corps, C-Corps, Partnerships and Individuals and foreign informational reporting requirements)
- Experience using UltraTax CS, CCH ProSystems, QuickBooks, and Practice CS
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Additional Information
- This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
- We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
