Qualifications

• 7-10 years of public accounting experience with progressive tax complexity.
• 2+ years of client representation before taxing authorities.
• 1+ year of supervisory experience overseeing tax preparers.
• Bachelor's degree in accounting required; master's in taxation preferred.
• Annual 40 hours of continuing education mandated for skills enhancement.
• Valid CPA license required.
• Good standing member of the American Institute of CPAs.

Responsibilities

• Review and approve complex tax returns and manage tax examinations.
• Act as an industry expert for tax-related issues.
• Oversee client service tasks ensuring timely completion.
• Manage larger tax returns while delegating tasks to staff.
• Engage in client meetings and strategic tax planning with A&A department.
• Provide support and guidance to tax preparers and A&A staff.
• Maintain communication about tax developments affecting clients.
• Facilitate the development of junior staff through training and evaluations.
• Stay updated on economic and political trends impacting tax legislation.
• Participate in firm marketing and community involvement efforts.
• Occasional travel to client sites and professional events required.
• Prepare for extended hours during peak tax season.

Benefits

• Comprehensive continuing education opportunities for professional development.
• Active involvement in community and industry activities.
• Opportunity for leadership growth and mentoring roles.
• Hybrid work options with occasional travel for client engagements.