Key skills
C
About this role
Role Overview
- Perform technical review of engagement work papers and tax returns as it relates to Individuals, Partnerships, S and C-corporations
- Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment
- Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries
- Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors
- Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
- Assist or lead new business development opportunities
- Identify and pursue potential extended services for existing clients
- Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
- Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource
- Keep current with tax law changes and provide updates and training to the firm’s tax practice members
- Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations
Requirements
- Bachelor’s Degree in Accounting, Tax, Finance or related discipline
- Qualified to practice before the IRS (i.e, JD. CPA, or EA)
- Minimum of 6 years of experience in public accounting in taxation or equivalent experience
- Minimum of 2 years in a managerial role involving clients and team members
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays