About This Role
This leadership role involves overseeing tax engagements, managing client relationships, and mentoring staff within a well-established public accounting firm. The position suits a technically strong and client-focused tax professional who thrives in a collaborative, high-performance environment and is looking for long-term leadership potential.
Responsibilities
- Lead and oversee all phases of tax engagements, including planning, preparation, review, and delivery for corporate, partnership, trust, and individual tax returns
- Review complex tax returns, workpapers, and supporting documentation to ensure accuracy, compliance, and timely filing
- Conduct advanced tax research and provide strategic recommendations related to tax compliance, planning, and reporting matters
- Identify and resolve complex tax issues while advising clients and internal leadership on appropriate solutions
- Ensure all review comments and outstanding items are addressed prior to final filing
- Serve as a trusted advisor to clients by developing and maintaining strong professional relationships
- Communicate engagement status, findings, and recommendations to both clients and firm leadership
- Identify opportunities to provide additional value-added services and support business development initiatives
- Collaborate with internal departments and client leadership teams to address operational, financial, and tax-related matters
- Supervise, mentor, and develop senior associates, staff accountants, and interns
- Review team performance, provide coaching and feedback, and support ongoing professional development
- Foster a collaborative and positive team environment while promoting accountability and high-quality client service
- Participate in recruiting, training, and performance evaluation processes
- Manage engagement budgets, timelines, and profitability to ensure projects are completed efficiently and within scope
- Monitor staff utilization and charge-hour goals while balancing multiple client engagements and deadlines
- Assist with process improvements, departmental efficiencies, and implementation of best practices across the tax function
- Prepare and analyze engagement billing and financial performance metrics
- Support practice development efforts through networking, community involvement, professional organizations, and client relationship building
- Participate in presentations, speaking engagements, and business development activities
- Demonstrate strong leadership, communication, and relationship management skills both internally and externally
Requirements
- Bachelor’s degree in Accounting or related field
