Key Responsibilities
Oversee the preparation review and filing of complex federal state and local tax
returns including individual (Form 1040) corporate (Form s-S) partnership
(Form 1065) trusts estates and tax exempt organizations (Form 990) ensuring accuracy
compliance and timely submission.
Develop and implement advanced tax strategies to minimize client liability optimize
savings and support strategic business transactions such as mergers acquisitions
reorganizations and estate planning.
Lead comprehensive tax planning initiatives proactively identifying and managing tax
risks staying current on evolving regulations and advising senior leadership on tax-
efficient business decisions.
Oversee tax provisions and quarterly/year-end reporting ensuring compliance with ASC
740 and other accounting and reporting standards.
Maintain a strong grasp of critical performance indicators such as realization and
leverage to monitor and improve profitability.
Develop a deep understanding of the firms business model service lines and strategic
priorities to align tax strategies with organizational goals.
Proactively seek opportunities to expand client relationships introduce new services
and contribute to revenue growth.
Collaborate with other service lines (e.g. audit advisory) to identify and execute cross-
selling opportunities that enhance client value.
Serve as the primary point of contact for complex client engagements building and
maintaining strong relationships understanding evolving client needs and identifying
opportunities for advisory or planning services.
Direct and coordinate responses to tax audits disputes and inquiries from tax
authorities ensuring proper documentation and strategic resolution of issues.
Collaborate with external advisors auditors and consultants to enhance compliance
reporting and strategic planning while effectively communicating tax strategies insights
and recommendations to senior management and stakeholders.
Manage mentor and develop a team of tax professionals providing technical guidance
performance feedback and professional development opportunities to maintain high-
quality service delivery.
Champion process improvements technology adoption and best practices within the
tax function to enhance efficiency accuracy and client service quality. Participate in
networking thought leadership and marketing initiatives to strengthen the firms brand and
visibility in the marketplace.
Qualifications Required
Bachelors degree in Accounting Finance or related field.
One of the following active accreditations obtained: o Certified Public Accountant (CPA)
o Licensed attorney
10 years of experience in tax including extensive experience with compliance planning
and reporting in addition to 3-5 years in a management or supervisory position.
In-depth knowledge of U.S. federal state and local tax laws.
Experience reviewing partnership and/or trust documents
Strong understanding of tax accounting (ASC 740) and corporate tax strategy.
Strong leadership communication and project management skills.
Excellent research and writing skills Preferred
Advanced degree such as MST MAcc JD or LLM
Prior Big 4 or large CPA firm experience
Knowledge of fund accounting and general ledger accounting
Experience with international tax issues
Key Responsibilities Oversee the preparation review and filing of complex federal state and local tax returns including individual (Form 1040) corporate (Form s-S) partnership (Form 1065) trusts estates and tax exempt organizations (Form 990) ensuring accuracy compliance and timely submission. ...
Key Responsibilities
Oversee the preparation review and filing of complex federal state and local tax
returns including individual (Form 1040) corporate (Form s-S) partnership
(Form 1065) trusts estates and tax exempt organizations (Form 990) ensuring accuracy
compliance and timely submission.
Develop and implement advanced tax strategies to minimize client liability optimize
savings and support strategic business transactions such as mergers acquisitions
reorganizations and estate planning.
Lead comprehensive tax planning initiatives proactively identifying and managing tax
risks staying current on evolving regulations and advising senior leadership on tax-
efficient business decisions.
Oversee tax provisions and quarterly/year-end reporting ensuring compliance with ASC
740 and other accounting and reporting standards.
Maintain a strong grasp of critical performance indicators such as realization and
leverage to monitor and improve profitability.
Develop a deep understanding of the firms business model service lines and strategic
priorities to align tax strategies with organizational goals.
Proactively seek opportunities to expand client relationships introduce new services
and contribute to revenue growth.
Collaborate with other service lines (e.g. audit advisory) to identify and execute cross-
selling opportunities that enhance client value.
Serve as the primary point of contact for complex client engagements building and
maintaining strong relationships understanding evolving client needs and identifying
opportunities for advisory or planning services.
Direct and coordinate responses to tax audits disputes and inquiries from tax
authorities ensuring proper documentation and strategic resolution of issues.
Collaborate with external advisors auditors and consultants to enhance compliance
reporting and strategic planning while effectively communicating tax strategies insights
and recommendations to senior management and stakeholders.
Manage mentor and develop a team of tax professionals providing technical guidance
performance feedback and professional development opportunities to maintain high-
quality service delivery.
Champion process improvements technology adoption and best practices within the
tax function to enhance efficiency accuracy and client service quality. Participate in
networking thought leadership and marketing initiatives to strengthen the firms brand and
visibility in the marketplace.
Qualifications Required
Bachelors degree in Accounting Finance or related field.
One of the following active accreditations obtained: o Certified Public Accountant (CPA)
o Licensed attorney
10 years of experience in tax including extensive experience with compliance planning
and reporting in addition to 3-5 years in a management or supervisory position.
In-depth knowledge of U.S. federal state and local tax laws.
Experience reviewing partnership and/or trust documents
Strong understanding of tax accounting (ASC 740) and corporate tax strategy.
Strong leadership communication and project management skills.
Excellent research and writing skills Preferred
Advanced degree such as MST MAcc JD or LLM
Prior Big 4 or large CPA firm experience
Knowledge of fund accounting and general ledger accounting
Experience with international tax issues
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