Summary
Employment Type: Full-time
This position is client focused and requires excellent communication and leadership skills. This position requires
teamwork with other tax and accounting professionals to complete tasks. Duties are performed at a
professional level with attention towards the delivery of professional services that creates value for clients and
opportunity for team members.
Qualifications
• Bachelor’s Degree in accounting, finance or other finance related field
• CPA license
• Technical and leadership experience
Specific Responsibilities
• Review tax returns
o Corporate
o Partnerships
o Individuals
o Trusts and Estates
o Gift Tax
o Private Foundations
• Tax planning and projections
o Year-end tax projections
o Analyze tax planning strategies and present to clients
• Research
o Research and support tax return positions
o Research and develop tax planning strategies
• Manage staff
o Staff assignments
o Training
• Manage projects
o Project scheduling
o Due date tracking
• Client relationships
o Develop and maintain client relationships
o Bridge gap between clients and staff and clients and partners
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