Department: Tax
Job Status: Regular Full Time, Rapid Advancement Potential

QUALIFICATIONS:

  • Bachelor’s degree in Accounting.
  • Certified Public Accountant (CPA) designation is required.
  • A minimum of 8-10 years of relevant tax experience is required.
  • Minimum 5 years or management or supervisory experience is required.
  • Significant experience in a public accounting or professional services environment is required.
  • Advanced knowledge of Internal Revenue Code and Regulations is required.
  • Ability to deal effectively with interpersonal relationships.
  • Must be highly organized and capable of multi–tasking in a fast-paced environment.
  • Critical thinking skill capabilities are essential.
  • Hybrid work opportunities available.

RESPONSIBILITIES:

  • Drives revenue through new and incremental growth of current and prospective clients.
  • Coordinates involvement of Tax staff on all phases of the engagement, including execution of the engagement letter, communications with the client, staffing requirements, job planning, and scheduling.
  • Provides overall leadership, supervision, skills assessments of team members, coordinates training, and creates and delivers performance feedback to staff.
  • Support the Firm’s strategic alliances and partnership, along with Assistant Directors and Managers to sustain and grow clients, programs, and services.
  • Maintains compliance with external regulations and internal policies.
  • Participates in recruiting activities (e.g. interviewing, hiring, new hire and ongoing training, annual evaluations, etc.).
  • Develops business by expanding existing relationships with clients, maintaining personal networks, and participating in civic, business, and professional organizations.
  • Keeps clients aware of new services and developments.
  • Maintains contacts with referral sources and clients.
  • Expands the Firm’s brand through speaking engagements and participation in civic affairs.
  • Maintains a solid continuing base knowledge of tax, accounting, and financial regulations & standards.