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Job Description
Structured overview of role & requirementsAbout This Role
Advise clients on individual tax matters involving Forms 1040, 1041, 990, and 5500, including preparing and reviewing tax returns and planning strategies.
Lead and mentor Tax Seniors and Staff, managing multiple client engagements to ensure timely and high-quality delivery.
Utilize tax technologies (e.g., CCH Axcess, SurePrep) and monitor tax law changes to maintain compliance and identify process improvements.
Minimum Requirements
Bachelor’s or Master’s degree in Accounting or related field.
EA, CPA, or CA certification mandatory.
Minimum 5 years of experience in U.S. Taxation.
At least 2 years of experience leading or supervising team members.
Ideal Candidate Profile
Experienced in advising middle-market or multi-state clients within a public accounting or professional services environment.
Strong project management skills with ability to manage multiple priorities effectively.
Proficient in using tax technology tools and staying current with regulatory updates.