Key skills
CPA certificationCorporate tax filingsPublic accounting experienceS&C Corporation tax filingsTax compliance managementProactive approachLeadership skillsCommunication skillsCMentoringCommunication
About this role
Jobot is a dynamic professional services firm specializing in tax, accounting, and advisory solutions. They are seeking a Lead in Complex Client Engagements to manage intricate tax engagements for high-profile clients, ensuring compliance and providing strategic advisory services.
Responsibilities:
- Managing and overseeing high-stakes tax engagements for a diverse client portfolio
- Coordinating with clients to gather necessary information, analyze financial data, and develop strategic tax planning solutions
- Leading and mentoring junior staff members to ensure quality and efficiency in deliverables
- Ensuring compliance with federal, state, and local tax regulations, preparing and reviewing complex tax returns, and advising clients on tax strategies to optimize their financial positions
- Identifying opportunities for additional services, supporting business development efforts, and contributing to the continuous improvement of internal processes
- Building and maintaining strong client relationships through effective communication and exceptional service
Requirements:
- Bachelor's degree in accounting or a related field
- CPA certification
- At least 8+ years of public accounting experience
- Progressive responsibilities in tax services
- Strong knowledge of S&C Corporation tax filings, especially within the oil & gas and non-profit industries
- Proven experience managing complex tax compliance and planning projects
- Ability to supervise and mentor team members
- Excellent verbal and written communication skills
- Ability to work effectively under tight deadlines
- Proactive approach to identifying opportunities for additional services and supporting business growth
- Master's degree