About the Position:

The ideal candidate will have experience in a wide range of tax return preparation with the focus being on Individual Tax Returns. Tax planning and tax research will also be required for this position. Additional skills with business tax, personal property tax, trust, estate, and nonprofit tax returns are a plus. This person will be responsible for managing client tax engagements and supervision of busy season tax interns.

Responsibilities:

Research, organize and review client tax documentation

Prepare Individual income tax returns

Maintain compliance with tax regulations

Reviews federal and state income tax returns for individuals

Handles federal, state and local tax audits and letters.

Prepares research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities.

Trains and supervises staff, reviews and evaluates their work.

Manages multiple clients, budgets and production goals.

Skills:

Skilled at building relationships and interacting with clients to provide excellent planning, consulting and expertise

Excellent communication skills with clients and team

Skilled at delegation to appropriate staff and ability to coach

Good at meeting deadlines and solving problems

Strong leadership and personnel management skills

Analytical skills with detail orientation

Ability to find and implement opportunities for process improvement in tax procedures

Qualifications:

Current CPA license

8 + years of recent public accounting experience

Knowledge of Federal, State and Local tax regulations

Knowledge of CCH products is a plus, including Axcess Tax, Axcess Practice, and Prosystem fx Engagement

Knowledge of QuickBooks is a plus