About Our Tax Professional Role
* Key Responsibilities:
o Lead the tax planning, preparation, and review process for all engagements to ensure high-quality deliverables.
o Analyze complex tax issues to support client tax compliance and reporting needs.
o Review all tax workpapers and returns, ensuring that all comments are cleared prior to filing.
o Maintain strong relationships with clients and assist in identifying new opportunities.
* Key Initiatives:
o Profitability: Monitor engagement team member hours and progress of assigned client projects.
o Practice Growth: Represent the firm through networking events, meetings, and other business development activities.
o Client Focus: Demonstrate analytical skills and knowledge of accounting and tax software.
o Brand Culture/Development: Embody brand attributes and promote a positive work environment for team members.
Requirements:
* Bachelor's degree in accounting or related field.
* CPA certification required.
* Strong proficiency in federal, state, and local tax laws.
* Approximately 5-7 years of public accounting experience in tax services.