Qualifications

• Demonstrated knowledge of current tax laws.
• Proficient in tax preparation, research, and planning software.
• Willingness to work occasional overtime, notably high from January to April.
• 7-10 years of public accounting experience, with a focus on tax.
• At least 2 years of client representation before taxing authorities.
• Minimum of 1 year in a supervisory role for tax preparers.
• Bachelor's degree in accounting; master's in taxation preferred.
• At least 40 hours of continuing education annually to ensure skill advancement.
• Current CPA license and good standing with AICPA.

Responsibilities

• Perform technical tax review and approve all complexity-level tax returns.
• Serve as a subject matter expert in tax disciplines.
• Take full responsibility for larger tax returns and delegate tasks to preparers.
• Manage client service responsibilities for designated clients.
• Oversee governmental tax examinations and represent clients before tax authorities.
• Develop and train staff, participating in recruiting and performance evaluations.
• Ensure timely and accurate processing of tax returns through the preparation system.
• Administer billing and collection processes accurately and efficiently.
• Prepare periodic reports and projects as requested by partners.
• Research tax software for recommendation and improvement purposes.
• Engage in practice development through community and industry involvement.

Benefits

• Opportunity for professional development and training.
• Engagement in varied client service responsibilities.
• Involvement in practice development initiatives.
• Exposure to governmental tax examination processes.
• Supervisory roles available for staff development.