5-10 years of relevant tax experience in a leadership role
Strong understanding of various tax disciplines including corporate, individual, and international taxation
Proven ability to mentor and develop junior staff within a tax practice
Demonstrated success in managing client relationships and engagements
Active CPA or similar professional certification required
Responsibilities
Foster team growth through coaching, mentoring, and role modeling.
Lead performance management efforts including feedback and evaluations.
Promote a collaborative office culture aligned with firm values.
Oversee staff training and technical coaching for effective delegation.
Serve as a key technical resource on complex tax matters for clients.
Ensure quality control by reviewing tax documentation and compliance.
Build and maintain strong client relationships through proactive service.
Manage multiple engagements effectively to ensure timely service delivery.
Resolve engagement issues and communicate outcomes to clients.
Represent clients during governmental tax examinations.
Benefits
Comprehensive health and wellness programs
Generous paid time off policy including holidays and personal days
Support for continued education and professional development
Flexible work arrangements to promote work-life balance
Opportunities for community involvement and networking
Full Job Description
Responsibilities:
Team Leadership & Staff Development
Serve as a coach, mentor, and role model, fostering the growth, engagement, and success of tax professionals.
Actively participate in performance management, including providing ongoing feedback, conducting evaluations, supporting career development, and identifying future leaders.
Contribute to a positive, collaborative office culture that reflects the firm's values and promotes accountability, teamwork, and continuous learning.
Develop and supervise staff through effective delegation, training, and technical coaching.
Technical Tax Leadership
Serve as a technical resource to clients and team members on complex tax matters.
Review tax returns, workpapers, tax research, and other client deliverables to ensure quality and compliance with professional standards.
Maintain technical expertise in one or more of the following areas: flow-through taxation, corporate taxation, individual taxation, estate and trust taxation, gift taxation, property taxation, multi-state taxation, and international tax reporting.
Monitor tax law and regulatory developments and provide guidance on their impact to clients and engagements.
Client Service & Engagement Management
Build and maintain strong client relationships through proactive communication and exceptional service.
Manage multiple client engagements, including planning, staffing, workflow management, and timely delivery of services.
Identify and resolve engagement issues, communicate significant matters to clients and firm leadership, and ensure successful engagement outcomes.
Manage governmental tax examinations and represent clients before taxing authorities when appropriate.
Practice Growth
Support practice development efforts by strengthening client relationships, identifying opportunities to expand services, and participating in business and community networking activities.
