7+ years of experience in public accounting, tax consulting, or similar tax-focused role.
Active CPA license required.
Bachelor's degree in accounting essential.
Strong technical and analytical skills across various tax matters.
Demonstrated experience managing tax engagements and reviewing complex returns.
Ability to manage multiple deadlines and priorities in a fast-paced environment.
Relationship-focused mindset committed to responsive client service.
Responsibilities
Serve as a key liaison between clients, partners, and internal teams throughout tax engagements.
Lead and manage multiple tax engagements with a focus on quality and timely delivery.
Review complex tax returns and workpapers across diverse client types and industries.
Research and apply federal and state tax guidance related to compliance matters.
Coordinate engagement workflow and delegate work effectively among team members.
Monitor tax law changes and evaluate their implications for clients and planning strategies.
Participate in business development by building relationships and identifying opportunities.
Benefits
Comprehensive medical, dental, and vision coverage.
401K, HSA, and FSA options available.
Eligibility for an annual performance bonus.
Disability and life assurance included.
Generous Paid Time Off and Paid Care Leave offered.
Resources available to support employees and their families.
Full Job Description
What You'll Do
Serve as a key liaison between partners, clients, staff, and internal teams throughout all phases of tax engagements.
Lead and manage multiple tax engagements with a focus on high-quality client service, technical accuracy, and timely delivery.
Review complex tax returns and related workpapers across a variety of client types, industries, and tax matters.
Research and apply technical tax guidance related to federal, state, local, and compliance matters.
Serve as a primary client contact and manage tax-related communication with clients and their outside advisors.
Identify planning opportunities and provide practical recommendations that help clients address tax, business, and compliance needs.
Coordinate engagement workflow, delegate work effectively, and collaborate with team members to keep projects moving forward.
Monitor tax law changes and evaluate how new guidance may impact clients, engagements, and planning strategies.
Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
Contribute to staff development by coaching, mentoring, sharing technical knowledge, and providing regular feedback.
Participate in business development by building relationships, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
A large variety of client industries, allowing for diverse day-to-day tax projects
Opportunities to build close, trusted relationships with clients
An open environment that encourages new ideas and innovative methodologies
Ongoing professional development and continuing education programs
Access to multiple niche service and industry teams aligned with your interests
A supportive, collaborative team environment
A flexible work environment designed to support your professional and personal goals
Opportunities for community involvement and impact
What You Bring
Strong technical and analytical skills across a broad range of tax matters.
Ability to manage multiple engagements, deadlines, and competing priorities in a fast-paced environment.
A relationship-focused mindset with a commitment to delivering thoughtful, responsive client service.
Interest in coaching, mentoring, and developing tax team members through feedback and knowledge sharing.
Professional, inclusive approach that contributes to a collaborative and positive team culture.
Willingness to support business development efforts, client relationship growth, and new opportunity identification.
7+ years of experience in public accounting, tax consulting, or a similar tax-focused role.
Demonstrated experience managing tax engagements, reviewing complex returns, and advising clients on tax matters.
Bachelor's degree in accounting.
Active CPA license.
Working knowledge of Microsoft Office and tax preparation software.
Pay
The anticipated hiring range for this position is $132,200-$171,800 and is dependent on relevant experience, qualifications, and skills.
Benefits
Comprehensive medical, dental, and vision coverage
401K, HSA, and FSA
Eligibility for an annual performance bonus
Disability and life assurance
Generous Paid Time Off and Paid Care Leave
Additional Programs and resources to support you and your family
