Responsibilities
- Serve as the firm's leader and manager
- Become the primary point of contact for the firm's existing client base
- Serve as the primary point of contact and relationship manager for new clients
- Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies
- Review individual, corporate, partnership and trust tax returns; assign work and oversee operations
- Oversee the firm's consulting and advisory efforts in the region
- Lead and manage staff in areas of research, training, and performance
Requirements
- 8-15 years of progressive experience preparing and reviewing individual, corporate, partnership and estate tax returns
- Bachelor's degree required; Master’s degree preferred
- CPA, JD, LLM or EA required
- Direct experience managing staff and client relationships
- Excellent communication and attention management skills
- Proprietor mentality and work ethic
- Entrepreneurial minded with an interest in strategy and operations
Core Competencies
Demonstrates extensive experience in tax return preparation and review, alongside strong leadership in managing client relationships and staff performance. Possesses a strategic mindset to drive growth initiatives and operational strategies.
Highest-signal resume keywords
- Tax Return Preparation
- Client Relationship Management
- Staff Management
- Strategic Operations
- CPA Certification
ATS Optimization Keywords
Hard Skills
- Tax Return Review
- Corporate Tax Returns
- Partnership Tax Returns
- Estate Tax Returns
- Operational Strategy Development
Soft Skills
- Excellent Communication
- Attention Management
- Entrepreneurial Mindset
Certifications & Qualifications
- CPA
- JD
- LLM
- EA
Industry Keywords
- Consulting
- Advisory Services
- Growth Initiatives
- Performance Management