Entrepreneurial Tax Professional

Job Title: Entrepreneurial Tax Professional

About Our Client

Our Client isnt just a tax firm-its a strategic partner in making life #LessTaxing for both clients and employees. With an entrepreneurial mindset a heart for community and a knack for innovation they empower small businesses and individuals to thrive-financially and personally. Based in Westerville the firm serves small businesses and individuals in the full range of tax preparation consulting accounting and bookkeeping services.

About Position

Are you an entrepreneurial CPA or EA ready to take full ownership of your client relationships and professional growth We offer a unique opportunity to manage and expand your own dedicated book of this role youll provide comprehensive tax preparation planning and advisory services acting as a trusted advisor and fostering long-term partnerships. You will spearhead all aspects of your client portfolio from initial consultation and engagement to ongoing service and strategic business development. Relying on a robust administrative staff and strong accounting team you will be able to maximize your time with client-facing responsibilities and developing talent.

This is more than just a job; its a pathway to long-term professional satisfaction and recognition within your community. Were looking for candidates who are either currently managing their own book of business or are poised for this empowering career advancement. Experience the best of both worlds: an office environment coupled with exceptional flexibility including Fridays off after the tax season to balance the focused 55 hour weeks during tax season leading to a lighter summer schedule.

Key Responsibilities

Client Portfolio Management:

• Manage all aspects of a dedicated book of individual and/or business tax clients with the support of an exceptional accounting and administrative team.
• Serve as the primary point of contact for clients building trust and providing exceptional personalized service.
• Proactively communicate with clients regarding tax law changes planning opportunities and compliance requirements.

Tax Preparation & Compliance:

• Review complex federal state and local tax returns for individuals corporations (S-Corp C-Corp) partnerships trusts and estates as applicable to your expertise and client base.
• Ensure accuracy completeness and timely filing of all client tax returns and related forms.
• Stay current with all relevant tax laws regulations and industry best practices.
• Leverage your time by utilizing our in-house tax administration support.

Tax Planning & Advisory:

• Provide strategic tax planning and advisory services to help clients minimize tax liabilities and achieve their financial goals.
• Translate technical research about complex tax issues into practical solutions your clients can understand and depend on.
• Represent clients before the IRS and other tax authorities as needed.

Business Development:

• Leverage the power of our brand to identify and cultivate new client relationships to expand your book of business.
• Network within the community and relevant professional organizations.
• Develop and implement strategies for client acquisition and retention.

Practice Management & Administration:

• Manage onboarding engagement letters billing and collections for your clients.
• Maintain organized and accurate client files and documentation in accordance with our standards.
• Utilize tax preparation software and other relevant technologies efficiently.

Qualifications

• BA or BS in Accounting or a related field; CPA or EA certification.
• At least 8-10 years of accounting experience with progressive experience in tax preparation and consulting across the broad spectrum of income tax rules and strategies related to the needs of individuals and business owners.
• Experience with technical tax return review.
• Experience in a client-facing role.
• Proficiency with Thomson Reuters tax preparation software (preferred) Microsoft Office Suite and QuickBooks.

Qualities Our Ideal Candidate Possesses

• Self-motivated driven hardworking and believe outcomes can always be influenced for the better.
• Strive to deliver solutions solve problems and work with clients on their tax and accounting needs.
• Strong critical thinking skills.
• Enjoy working with and helping others in a collaborative work environment.
• Excellent reputation and integrity.
• Strong analytical organizational research and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple engagements and deadlines effectively.

What We Offer

• Attractive revenue sharing model.
• Comprehensive benefits package (health dental vision 401(k) plan with match).
• Resources and administrative support with an exceptional administrative team supporting the client experience.
• Opportunities for continuing professional education (CPE) and professional development.
• A collaborative and supportive team environment.
• Significant autonomy and flexibility in managing your work and client relationships.