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We are looking for an accomplished tax leader to join our team, bringing deep public accounting expertise and a client-centered approach to complex tax planning, strategy, and compliance. This position plays a key role in advising individuals and businesses on strategies that support both immediate obligations and broader financial objectives. The ideal candidate will combine strong technical judgment with the ability to guide staff, strengthen cross-functional collaboration, and deliver thoughtful solutions in a service-focused environment.
Job Responsibility
Advise individual and business clients on tax matters, aligning planning strategies with their financial priorities and long-term objectives
Oversee the preparation and review of complex tax filings, ensuring accuracy, timeliness, and adherence to applicable regulations
Lead client engagements from planning through delivery, providing practical recommendations that address compliance requirements and strategic opportunities
Partner with accounting and wealth professionals to develop coordinated solutions involving estate considerations, trust-related planning, and tax-efficient entity structures
Mentor and develop tax team members by offering technical guidance, reviewing work product, and supporting career growth
Strengthen collaboration across teams and offices to promote consistent service quality and effective execution on client engagements
Evaluate corporate tax positions, income tax provisions, and sales tax matters to help clients make informed business decisions
Support operational excellence by improving engagement workflows, maintaining high quality standards, and contributing to the continued growth of the practice
Requirements
10+ years of public accounting or related tax experience, including leadership responsibility for complex client engagements
Strong background in corporate tax returns, annual income tax provision work, and multi-entity tax planning
Proficiency with CCH Axcess, Engagement, and related tax software
Knowledge of entity formation and the tax implications of various organizational structures
Demonstrated ability to manage client relationships and communicate complex tax concepts clearly to diverse stakeholders
Proven experience leading, mentoring, and developing tax professionals in a collaborative environment
Bachelor’s degree in accounting or related field required
CPA or EA certification required
CPA or EA pending combined with an MBA or MST may be considered