We are seeking a CPA with 8 – 12 years of experience from a mid-to-large sized local firm with business accounting and tax experience emphasizing partnership, trust and individual tax, to join our firm. The position will initially focus on the preparation of complex business and personal tax returns, with opportunities to take on additional review and client responsibilities as the individual develops within the role. You will be preparing and reviewing tax returns and accounting prepared by our tax accountants for Partnership, S-Corporation, Individual, gift, private foundation and Trust Tax Returns. Strong knowledge of accounting principles is required in addition to tax expertise to ensure the accuracy and completeness of tax returns. The role relies on tax return-ready books and records provided by clients and does not involve remedial bookkeeping. Our firm has a broad range of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.

The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration and caring deeply about taking great care of clients is essential to the success of this role. You are self-directed, proactive in developing solutions, and flexible enough to manage multiple priorities.

Primary Responsibilities

• Review and prepare accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.

• Manage client relationships, including client groups with multiple entities (up to 100+).

• Provide direct client contact and develop tailored solutions for client needs.

• Oversee and train staff, assisting with technical development and mentoring.

• Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.

• Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.

• Be willing if needed to occasionally assist in preparing complex real estate partnership returns, if needed but majority of time you will be reviewing.

• Handle federal and state tax audits and assist with tax controversy matters.

• Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.

• Assist in preparing firm memos and technical documentation.

• Keep up with industry’s best practices and tax law updates.

• Support the development of staff through structured training programs.

• Lead and execute other tax-related projects as they arise.

Required Qualifications:

• A college degree in accounting or a similar field is required.

• Certified Public Accountant (CPA) designation.

• 8 – 12 years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.

• Strong accounting knowledge and the ability to apply accounting principles to the preparation and review of complex tax returns.

• Experience working with client-provided, tax return-ready books and records; this role does not involve remedial bookkeeping.

• Experience with trusts, estate tax returns, and/or private foundations is preferred but not required.

• Experience training, managing and mentoring teams.

• Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).

• Multi-state tax experience is required, and international tax experience is considered a plus.

• Proficiency in Excel and experience working in a paperless office environment are essential.

• Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.

Compensation Range:

$190,000-220,000

Paperless environment with leading edge technology, people and commitment to utilizing AI to automate manual tasks.  We are committed to only using onshore