Key skills
C
About this role
Role Overview
- Review and coordinate preparation of tax returns as it relates to Individuals, Partnerships, S and C-corporations
- Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities
- Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions
- Review and confirm assignment objectives, scope and work plan with client
- Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
- Analyze billing and assist with accounts receivable collections from clients
- Assist with new business development, extended service and tax issue recognition for existing clients
- Seek regular client assessment of assignment progress and overall feedback on performance
- Coach and mentor staff and seniors on client engagements and career path
Requirements
- Bachelor’s Degree in Accounting, Tax, Finance or related discipline
- Minimum of 4 years’ experience in US tax consulting/compliance within public accounting
- Minimum of 1 year in a managerial role involving clients and team members
- Qualified to practice before the IRS (i.e, JD. CPA, or EA)
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays