- Lead a team of tax and industry professionals delivering tax compliance and consulting services
- Mentor team members and develop deep understanding of clients’ businesses
- Assume full responsibility for all services for clients in a book of business
- Review and sign engagement letters and discuss assignment nature and terms with clients and staff
- Approve fees
- Review and approve work papers and tax returns prepared by staff
- Review and sign client deliverables
- Keep current on tax law changes
- Develop new business and expand services to existing clients
- Devote time to the practice and demonstrate commitment to the firm
Requirements
- Bachelor’s or master’s degree in accounting, Taxation, or related field
- Current CPA licensure required; JD or EA may be accepted in lieu of CPA
- 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm
Core Competencies
Demonstrates expertise in tax compliance and consulting services, with a strong focus on client relationship management and team leadership. Holds a CPA license and possesses extensive public accounting experience, ensuring up-to-date knowledge of tax law changes.
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