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Job Description
Structured overview of role & requirementsAbout This Role
Lead and manage multiple client tax engagements including partnership, corporate, individual, trust, and estate tax matters, ensuring high-quality deliverables and timely execution.
Direct client management responsibilities including billing, realization, collections, and building/maintaining strong client relationships through proactive advisory support.
Mentor and develop team members while providing technical leadership on complex tax issues and supporting business development activities such as networking and client expansion.
Minimum Requirements
Bachelor’s or Master’s degree in Accounting or related field mandatory; EA Certification required; CPA (US) or CA (ICAI) preferred.
Minimum 10 years of experience in U.S. taxation, with at least 4 years in team leadership and mentoring roles.
Experience in public accounting or professional services environment preferred with exposure to large, multi-state, and international middle-market clients.
Flexibility to travel as needed; strong knowledge of partnership, corporate, and individual taxation required.
Ideal Candidate Profile
Experienced tax professional with proven client engagement leadership and multiple engagement management skills within complex U.S. tax environments.
Strong business development and client relationship management skills focused on middle-market and high-net-worth clients.
Capable mentor and technical leader who excels at guiding teams and improving service delivery through effective use of technology and resources.
