Qualifications

• 7-10 years of public accounting experience, with increasing complexity in tax work.
• Experience in tax provision and corporate tax matters.
• At least 2 years of direct client representation before tax authorities.
• Minimum of 1 year in a supervisory role over tax preparers.
• Bachelor's degree in accounting; master's in taxation preferred.
• 40 hours of annual continuing education to maintain skills.
• Active CPA license and membership with the AICPA.

Responsibilities

• Perform technical reviews and approvals of all tax returns and governmental examinations.
• Serve as a subject matter expert in tax-related matters.
• Manage client service tasks to ensure assignments meet budget requirements.
• Assume responsibility for larger tax returns and delegate duties to tax preparers.
• Engage actively in client meetings and tax planning efforts with larger clients.
• Act as a resource for tax preparers and accounting staff on tax issues.
• Communicate essential tax developments affecting clients and the firm.
• Assist in developing staff through training and performance evaluations.
• Stay informed on economic and political trends that impact tax legislation.
• Contribute to firm development through community and industry engagement.
• Travel occasionally for client visits and seminars.
• Be prepared for periodic overtime, especially during peak tax season.

Benefits

• Continuing education opportunities to maintain and grow technical skills.
• Involvement in firm practice development through community activities.
• Opportunities for professional development and training.
• Travel opportunities to engage with clients and participate in industry events.