In this role, you will work directly with clients, manage tax engagements, and help develop tax professionals in a fast-paced, collaborative environment. The ideal candidate combines strong technical tax expertise with effective leadership, communication, and client-service skills.
Essential Responsibilities - Provide tax compliance services for partnerships and not-for-profit organizations within the affordable housing and community development industry.
- Provide tax compliance services for corporations and individuals within the real estate industry.
- Build and maintain strong client relationships by delivering timely, responsive, and exceptional service that exceeds client expectations.
- Assist with managing, developing, and mentoring professional tax staff.
- Review federal and state tax returns prepared by tax staff.
- Delegate responsibilities effectively and monitor the progress and quality of tax engagements, as appropriate.
- Collaborate with Tax Seniors, Tax Managers, and firm leadership to manage workflow and support the development of tax personnel.
- Research complex federal and state tax matters, apply findings to client engagements, and communicate conclusions clearly to clients and internal team members.
- Perform other responsibilities as assigned.
Qualifications - Bachelor's degree in accounting.
- Active CPA license.
- At least five years of relevant public accounting experience.
- Advanced technical knowledge of federal and state taxation, including strong tax research skills.
- Strong team-building, delegation, and workflow-management skills.
- Excellent written and verbal communication skills.
- Strong sense of ownership and commitment to providing high-quality client service.
- Ability to remain calm, organized, and solutions-focused in demanding situations.
- Flexibility and comfort working in a team-oriented, collaborative management environment.
- Proficiency with professional tax preparation software; experience with CCH ProSystem fx or CCH Axcess is preferred.
- Availability to work approximately 60 70 hours per week during peak tax season (January - April).
