Please Note : Relocation Assistance Yes
Job Responsibilities:
- Ensure clients comply with tax authorities while minimizing tax burdens, adhering to firm policies and professional standards.
- Conduct top-level review of Tax returns, resolving tax issues with clients and involving specialists when needed.
- Communicate identified tax accrual review issues with clients and Audit.
- Plan and review tax processes and procedures, including budgeting and staffing.
- Monitor engagement process and actual time incurred vs. budget with the assistance of Senior staff.
- Ensure timely billing and manage out-of-scope activities, communicating with clients accordingly.
- Manage client relationships and expectations in alignment with project requirements.
- Provide timely advice and guidance to clients.
- Identify research needs and provide clear analysis.
- Apply firm and professional standards for tax advice and tax returns.
- Involve firm specialists as necessary.
- Assist in developing efficient methods to reduce clients current and future taxes.
- Serve as a technical resource and ensure compliance with Firm policies.
- Frame projects and issues for effective delegation to senior staff and associates.
- Develop an in-depth understanding of technical and practical issues in specific areas of taxation.
- Organize and conduct internal CPE training sessions in the area of specialization, involving Firm specialists.
- Introduce and develop innovative ideas to improve clients financial positions.
- Review tax implications studies and offer alternative courses of action.
- Identify and leverage lessons learned on prior projects, offering input to improve processes and methods.
- Supervise Tax Staff and Senior Tax Staff on all projects.
- Review work prepared by Tax Staff and Senior Tax Staff and provide feedback.
- Train Tax Staff and Senior Tax Staff on all current software tools.
- Act as a Career Advisor, managing their workload and providing performance feedback.
Requirements
Basic requirements:
- Bachelors degree in Accounting required, MBA or Masters of Accountancy preferred.
- Eight or more years of relevant tax experience.
- CPA or EA preferred.
- Knowledge of tax compliance and consulting principles
- Strong analytical and problem-solving skills.
- Attention to detail and ability to work in a team.
- Professional communication and documentation abilities.
Benefits
- Competitive pay
- Medical, dental, & vision
- 401k plan with employer match
- Health Savings Account (HSA) with employer contribution
- Limited Flexible Spending Account (FSA) and Dependent Care FSA with employer match
- Generous Paid Time Off (PTO) and PTO advance on first day
- Paid holidays
- Professional development support
- Paid sabbaticals and ownership opportunities.
The position is a minimum of three full time days or more a week in the office. General requirements: Must be a CPA Expert knowledge of partnership tax, particularly real estate entities Familiarity with the entire CCH platform ( Prosystem/Engagement/ Document) Ability to both prepare and review tax returns and financial statements. 10 or more years of recent CPA firm experience. Required Qualifications Bachelor's degree in Accounting, CPA preferred 5+ years of progressive tax experience Strong understanding of tax codes, regulations, and compliance Proven leadership and team management capabilities