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Job Description
Structured overview of role & requirementsAbout This Role
Lead client engagements overseeing partnership, corporate, individual, trust, and estate tax advisory and compliance.
Manage client relationships, billing, realization, collections, and business development initiatives.
Mentor and develop team members while ensuring high-quality, timely tax deliverables and leveraging technology for efficiency.
Minimum Requirements
Bachelor’s or Master’s degree in Accounting or related field; EA Certification mandatory.
Minimum 10 years of U.S. taxation experience required, with at least 4 years leading and mentoring teams.
Experience in public accounting or professional services environment preferred.
Strong knowledge of partnership, corporate, and individual taxation; flexibility to travel as needed.
Ideal Candidate Profile
Experienced tax professional with leadership skills in managing multi-state, international middle-market clients.
Proven ability to manage multiple priorities, client relationships, and business development in tax advisory services.
Comfortable with mentoring teams and driving engagement quality using technology and modern tax practices.