Benefits: Eligible for Medical, Dental, Vision, and 401(k) match
Key Responsibilities
- Manage and review complex individual, trust, and estate tax returns
- Oversee tax planning, compliance, and research engagements
- Serve as a trusted advisor to clients regarding tax strategies and compliance matters
- Review work prepared by tax staff and provide coaching and technical guidance
- Manage engagement timelines, budgets, and deliverables
- Monitor changes in federal and state tax regulations
- Assist with client development and relationship management initiatives
Qualifications
- 7+ years of tax experience handling individual, trust, and estate returns
- Public accounting experience required
- Strong knowledge of federal and state tax regulations
- Previous experience reviewing tax returns and managing client engagements
- Excellent leadership, communication, and relationship-management skills
- Strong organizational skills with the ability to manage multiple deadlines during busy season
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