Qualifications

• CPA certification with 7+ years of experience in tax matters related to S-Corporations and individuals including HNWIs.
• Minimum 2 years of experience managing and mentoring tax preparers.
• Bachelor's or Master's degree in Accounting or Taxation is required.
• In-depth knowledge of federal tax law, focusing on pass-through entities and corporations.
• Proficient in optimizing workflows and technology use in tax processes.
• Ability to simplify complex tax issues into clear advice for clients.
• Experience with various forms including 1120s, trusts, estates, and gift tax planning.
• Knowledge of private equity and venture capital tax considerations.

Responsibilities

• Provide expert advice on complex tax matters to clients.
• Lead comprehensive reviews of tax returns to ensure compliance and correctness.
• Act as the main technical resource for the tax team, enhancing knowledge management.
• Research complex tax topics and apply legal standards to client situations.
• Manage a small team of tax associates, overseeing their work and professional development.
• Engage with high-profile clients on intricate tax issues and strategies.
• Design and develop tax models in compliance with current regulations and strategies.
• Evaluate existing tax software solutions and implement improvements.

Benefits

• Flexible full-time remote work from anywhere in the USA.
• Opportunity to lead and mentor a team of tax professionals.
• Engagement with high-profile clients in dynamic industries.
• Access to professional development and industry-leading resources.
• Work in a collaborative environment with a focus on best practices.