Bachelor's degree in Accounting, Finance, or related field; Master's preferred
Active CPA license required
7+ years of public accounting experience in tax and assurance
3+ years of leadership experience managing teams and projects
Advanced knowledge of tax compliance and planning
Extensive experience with complex tax returns across various entities
Strong understanding of GAAP and governmental accounting standards
Responsibilities
Serve as the primary client contact for tax, audit, and assurance engagements
Review complex tax returns for various entity types
Provide technical expertise in tax law and compliance
Utilize UltraTax or similar software for managing tax engagements
Lead assurance and accounting engagements applying GAAP and GASB standards
Oversee client accounting functions and financial reporting
Supervise and mentor team members, ensuring quality control
Benefits
Medical, Dental & Vision Insurance starting the first month after hire
Paid Parental Leave
401(k) Matching Program
Pre-Tax Commuter Benefits
Pet Insurance
Unlimited Flexible Time Off
7 Company-Paid Holidays
Employee Assistance Program (EAP)
Annual performance-based bonus eligibility up to 15% of base salary
Full Job Description
What You'll Do
Serve as the primary client contact across tax, audit, and assurance engagements
Review complex tax returns, including corporate, partnership, trust, estate, and LLC filings
Provide technical expertise in tax law, compliance, and planning strategies
Utilize UltraTax (or similar) to review and manage tax engagements at a high level
Lead assurance and accounting engagements, applying GAAP and governmental (GASB) standards
Oversee client accounting functions and take ownership of ongoing books and financial reporting
Review work prepared by senior and staff accountants, ensuring accuracy and quality control
Supervise and mentor team members, supporting development and performance
Act as a front-line leader in managing and growing the firm's book of business
Partner with leadership to improve processes and support practice growth
What You'll Bring
Bachelor's degree in Accounting, Finance, or a related field required; Master's in Accountancy or Taxation preferred
Active CPA license required
7+ years of progressive public accounting experience in both tax and assurance services
3+ years of leadership experience managing staff, client engagements, and project workflows
Demonstrated success managing complex engagements for a variety of entity types, including S corporations, C corporations, partnerships, trusts, and estates
Public accounting firm experience strongly preferred
Advanced knowledge of tax compliance, tax planning, and applicable tax laws and regulations
Extensive experience reviewing and overseeing complex tax returns across multiple entity structures
Strong understanding of GAAP, GAAS, and governmental accounting standards (GASB/GAGAS)
Proficiency with leading tax and audit software platforms such as UltraTax, CCH Axcess, ONESOURCE, or similar technologies
Advanced Microsoft Office skills, with a strong emphasis on Excel
Excellent verbal, written, and presentation skills
Strong analytical, problem-solving, and strategic-thinking abilities
Ability to communicate complex accounting and tax concepts clearly to clients and team members
Proven leadership skills with the ability to manage multiple engagements and competing priorities effectively
Strong client relationship management and advisory experience, with a focus on delivering exceptional service
Experience coaching, developing, and evaluating team performance while maintaining high standards of quality, efficiency, and client satisfaction
What We Offer
Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
Paid Parental Leave
401(k) Matching Program
Pre-Tax Commuter Benefits
Pet Insurance
Unlimited Flexible Time Off
7 Company-Paid Holidays
Employee Assistance Program (EAP)
Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance. #LI-Remote
