Position Summary

We are seeking an individual motivated to join our team as a senior experienced in tax preparation and review. This position is important to our ongoing efforts to achieve new heights of excellence.

Essential Duties and Responsibilities

• Review and Prepare Comprehensive Tax Returns.
• Review and prepare a wide range of tax returns, including federal and state individual, corporate, partnership, fiduciary, gift, and non-profit filings.
• Conduct Tax Research.
• Research evolving tax laws and regulations to address and resolve multifaceted tax challenges effectively.
• Prepare and Review Tax Planning Engagements.
• Develop comprehensive tax planning strategies to present in client meetings, providing tailored guidance to meet the client's financial goals.
• Advocate for Clients in IRS Matters.
• Represent clients in dealings with the IRS, managing and resolving tax disputes, audits, and compliance issues.
• Training and Supervision.
• Provide strategic guidance in managing project workflows and team performance.???????
• Client Billing and Collections.
• Manage client billing and collections ensuring timely and accurate invoicing and follow-up.
• Client Relationship Management.
• Cultivate strong and positive relationships with clients while serving as a key point of contact and ensuring client satisfaction.
• Marketing and Business Development.
• ???????Actively engaging in firm marketing initiatives and client acquisition efforts.
• Knowledge Skills and Abilities Ability to collaborate effectively with colleagues and clients.
• Critical thinking and ability to multitask.
• Working knowledge of QuickBooks.
• PC proficient.
• Excellent verbal, written, and listening skills.

• Education & Experience Bachelor's in accounting, Finance or related field.
• Mandatory certifications: CPA.
• EA Certification is a plus.
• 4 years of recent Public Accounting firm experience and diverse tax experience.
• Prior tax experience within a small to midsize CPA firm is advantageous.
• Knowledge of CCH Prosystems software is a plus.
• International tax knowledge is a plus.