Qualifications

• 5-7 years of public accounting experience with increasing tax complexity.
• 5 years of direct experience in preparing individual, partnership, and corporate tax returns.
• 2 years of supervisory experience overseeing tax preparers.
• Bachelor's degree in accounting; master's in taxation preferred.
• Current CPA license is mandatory.

Responsibilities

• Conducts technical reviews and approvals for tax returns and examinations.
• Takes ownership of larger tax returns, delegating tasks to tax preparers as needed.
• Utilizes advanced technical skills to advise clients effectively.
• Manages client service tasks, ensuring completion within budget.
• Engages in client meetings and tax planning with the Auditing and Accounting Department.
• Acts as a resource for tax staff and Auditing & Accounting teams on tax questions.
• Handles tax preparation for more complex business returns.
• Takes responsibility for client service for designated clients and communicates vital tax developments.
• Oversees tax return workflow ensuring accuracy and timeliness.
• Manages governmental tax examinations and may represent clients before tax authorities.
• Ensures accurate billing and adherence to collection processes.
• Researches tax preparation software for partner recommendations.
• Contributes to practice development through networking and community involvement.
• Develops and trains junior tax staff and participates in departmental evaluations.

Benefits

• Professional development opportunities through training and mentorship.
• Participation in practice development and networking activities.
• Access to advanced tax software research for optimizing client services.
• Engagement in community and industry events to enhance professional growth.
• Potential for involvement in high-complexity tax issues and high-profile clients.