About the Role
This position leads tax preparation and strategy efforts for clients, reviews complex returns, and provides guidance on tax implications related to business decisions while supporting team development and client satisfaction.
Responsibilities
- Manage preparation and review of federal, state, and local tax returns
- Advise clients on tax-saving opportunities and compliance requirements
- Ensure adherence to evolving tax regulations and deadlines
- Collaborate with cross-functional teams to support client needs
- Identify potential risks and liabilities in tax filings
- Lead tax planning initiatives for individuals and businesses
- Supervise staff during peak tax seasons
- Conduct internal quality reviews of tax documentation
- Interpret tax laws and apply them to client scenarios
- Assist in resolving client inquiries with tax authorities
- Maintain accurate records for audit purposes
- Support onboarding of new clients and transition of existing accounts
- Deliver presentations on tax updates to internal teams
- Coordinate with external auditors when necessary
- Develop strategies to minimize tax exposure
- Train junior team members on procedures and software
- Stay current with changes in tax policy and technical guidance
- Prepare estimates and projections for client reporting
- Participate in process improvement initiatives
- Contribute to firm-wide tax practice development
Compensation
Competitive salary based on experience
Work Arrangement
Hybrid work model available
Team
Part of the tax services division within a national advisory firm
Professional Development
- Opportunities for ongoing training and certification support
- Access to internal knowledge-sharing forums and technical resources
- Encouragement to attend industry conferences and events
Client Base
- Serve a diverse portfolio including middle-market companies and private clients
- Work across industries such as manufacturing, real estate, and professional services
Not specified
