**Responsibilities**
- Provide counsel to business owner clients regarding a comprehensive range of business and tax opportunities including succession planning wealth transfer planning and tax compliance.
- Manage and supervise the engagement team that focuses on partnership corporate and trust entities. This includes the planning and execution of client tax engagements.
- Anticipate client needs and collaborate with colleagues in specialized tax areas as well as across various lines of business to cultivate client relationships and foster growth.
- Offer leadership training and career mentorship to staff and supervisor-level team members.
- Drive and collaborate with senior leadership on identifying and pursuing growth opportunities with both existing clients and prospective clients.
- Develop and maintain robust relationships with clients and other professional advisors through a commitment to exceptional client service.
**Required Qualifications**
- Bachelors degree in accounting or a related business field.
- CPA license or its equivalent.
- A minimum of seven years of experience in public accounting with a focus on taxation and/or private client taxation including recent experience in managing client engagements.
- Proficient in the taxation of entities including partnerships corporations and trusts as well as in estate and individual taxation.
- Possess strong communication skills both written and verbal with the ability to collaborate effectively within a team and manage multiple tasks simultaneously.
**Preferred Qualifications**
- Completion of CPA in-depth courses and/or a masters degree in taxation.
- Experience in taxation pertaining to private clients or businesses coupled with a desire to enhance skills in the private client sector.
**Responsibilities**- Provide counsel to business owner clients regarding a comprehensive range of business and tax opportunities including succession planning wealth transfer planning and tax compliance. - Manage and supervise the engagement team that focuses on partnership corporate and trust enti...
**Responsibilities**
- Provide counsel to business owner clients regarding a comprehensive range of business and tax opportunities including succession planning wealth transfer planning and tax compliance.
- Manage and supervise the engagement team that focuses on partnership corporate and trust entities. This includes the planning and execution of client tax engagements.
- Anticipate client needs and collaborate with colleagues in specialized tax areas as well as across various lines of business to cultivate client relationships and foster growth.
- Offer leadership training and career mentorship to staff and supervisor-level team members.
- Drive and collaborate with senior leadership on identifying and pursuing growth opportunities with both existing clients and prospective clients.
- Develop and maintain robust relationships with clients and other professional advisors through a commitment to exceptional client service.
**Required Qualifications**
- Bachelors degree in accounting or a related business field.
- CPA license or its equivalent.
- A minimum of seven years of experience in public accounting with a focus on taxation and/or private client taxation including recent experience in managing client engagements.
- Proficient in the taxation of entities including partnerships corporations and trusts as well as in estate and individual taxation.
- Possess strong communication skills both written and verbal with the ability to collaborate effectively within a team and manage multiple tasks simultaneously.
**Preferred Qualifications**
- Completion of CPA in-depth courses and/or a masters degree in taxation.
- Experience in taxation pertaining to private clients or businesses coupled with a desire to enhance skills in the private client sector.
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