Proficiency in tax preparation software, preferably CCH ProSystem fx or CCH Axcess
Ability to manage high-pressure situations effectively
Responsibilities
Provide tax compliance services for partnerships and not-for-profits in affordable housing
Deliver tax compliance services for corporations and individuals in real estate
Build and maintain strong client relationships through exceptional service
Mentor and develop professional tax staff
Review federal and state tax returns prepared by staff
Delegate tasks and monitor engagement quality
Collaborate with team members to manage workflow and support development
Research complex tax matters and communicate findings clearly
Benefits
Collaborative work environment
Opportunities for professional development and mentorship
Engagement with diverse client sectors
Exposure to complex tax issues
Potential for career advancement within the firm
Full Job Description
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).
