Key Responsibilities
• Oversee the preparation, review, and filing of complex federal, state, and local tax
returns, including individual (Form 1040), corporate (Form s1120, 1120-S), partnership(Form 1065), trusts, estates, and tax exempt organizations (Form 990), ensuring accuracy,
compliance, and timely submission.
...
• Develop and implement advanced tax strategies to minimize client liability, optimize
savings, and support strategic business transactions such as mergers, acquisitions,
reorganizations, and estate planning.
• Lead comprehensive tax planning initiatives, proactively identifying and managing taxrisks, staying current on evolving regulations, and advising senior leadership on tax-
efficient business decisions.• Oversee tax provisions and quarterly/year-end reporting, ensuring compliance with ASC
740 and other accounting and reporting standards.
• Maintain a strong grasp of critical performance indicators such as realization and
leverage to monitor and improve profitability.
• Develop a deep understanding of the firm’s business model, service lines, and strategic
priorities to align tax strategies with organizational goals.
• Proactively seek opportunities to expand client relationships, introduce new services,
and contribute to revenue growth.• Collaborate with other service lines (e.g., audit, advisory) to identify and execute cross-
selling opportunities that enhance client value.• Serve as the primary point of contact for complex client engagements, building and
maintaining strong relationships, understanding evolving client needs, and identifying
opportunities for advisory or planning services.
• Direct and coordinate responses to tax audits, disputes, and inquiries from tax
authorities, ensuring proper documentation and strategic resolution of issues.
• Collaborate with external advisors, auditors, and consultants to enhance compliance,
reporting, and strategic planning, while effectively communicating tax strategies, insights,
and recommendations to senior management and stakeholders.
• Manage, mentor, and develop a team of tax professionals, providing technical guidance,performance feedback, and professional development opportunities to maintain high-
quality service delivery.• Champion process improvements, technology adoption, and best practices within the
tax function to enhance efficiency, accuracy, and client service quality. • Participate in
networking, thought leadership, and marketing initiatives to strengthen the firm’s brand andvisibility in the marketplace.
Qualifications Required
• Bachelor’s degree in Accounting, Finance, or related field.
• One of the following active accreditations obtained: o Certified Public Accountant (CPA)
o Licensed attorney
• 10+ years of experience in tax, including extensive experience with compliance, planning,
and reporting in addition to 3-5 years in a management or supervisory position.
• In-depth knowledge of U.S. federal, state, and local tax laws.
• Experience reviewing partnership and/or trust documents
• Strong understanding of tax accounting (ASC 740) and corporate tax strategy.
• Strong leadership, communication, and project management skills.
• Excellent research and writing skills Preferred
• Advanced degree such as MST, MAcc, JD, or LLM
• Prior Big 4 or large CPA firm experience
• Knowledge of fund accounting and general ledger accounting
• Experience with international tax issues
experience
15show more
Key Responsibilities
• Oversee the preparation, review, and filing of complex federal, state, and local tax
returns, including individual (Form 1040), corporate (Form s1120, 1120-S), partnership(Form 1065), trusts, estates, and tax exempt organizations (Form 990), ensuring accuracy,
compliance, and timely submission.
• Develop and implement advanced tax strategies to minimize client liability, optimize
savings, and support strategic business transactions such as mergers, acquisitions,
reorganizations, and estate planning.
• Lead comprehensive tax planning initiatives, proactively identifying and managing taxrisks, staying current on evolving regulations, and advising senior leadership on tax-
efficient business decisions.• Oversee tax provisions and quarterly/year-end reporting, ensuring compliance with ASC
740 and other accounting and reporting standards.
• Maintain a strong grasp of critical performance indicators such as realization and
leverage to monitor and improve profitability.
• Develop a deep understanding of the firm’s business model, service lines, and strategic
priorities to align tax strategies with organizational goals.
...
• Proactively seek opportunities to expand client relationships, introduce new services,
and contribute to revenue growth.• Collaborate with other service lines (e.g., audit, advisory) to identify and execute cross-
selling opportunities that enhance client value.• Serve as the primary point of contact for complex client engagements, building and
maintaining strong relationships, understanding evolving client needs, and identifying
opportunities for advisory or planning services.
• Direct and coordinate responses to tax audits, disputes, and inquiries from tax
authorities, ensuring proper documentation and strategic resolution of issues.
• Collaborate with external advisors, auditors, and consultants to enhance compliance,
reporting, and strategic planning, while effectively communicating tax strategies, insights,
and recommendations to senior management and stakeholders.
• Manage, mentor, and develop a team of tax professionals, providing technical guidance,performance feedback, and professional development opportunities to maintain high-
quality service delivery.• Champion process improvements, technology adoption, and best practices within the
tax function to enhance efficiency, accuracy, and client service quality. • Participate in
networking, thought leadership, and marketing initiatives to strengthen the firm’s brand andvisibility in the marketplace.
Qualifications Required
• Bachelor’s degree in Accounting, Finance, or related field.
• One of the following active accreditations obtained: o Certified Public Accountant (CPA)
o Licensed attorney
• 10+ years of experience in tax, including extensive experience with compliance, planning,
and reporting in addition to 3-5 years in a management or supervisory position.
• In-depth knowledge of U.S. federal, state, and local tax laws.
• Experience reviewing partnership and/or trust documents
• Strong understanding of tax accounting (ASC 740) and corporate tax strategy.
• Strong leadership, communication, and project management skills.
• Excellent research and writing skills Preferred
• Advanced degree such as MST, MAcc, JD, or LLM
• Prior Big 4 or large CPA firm experience
• Knowledge of fund accounting and general ledger accounting
• Experience with international tax issues
experience
15show more
