We are seeking an organized, detail-oriented and highly motivated Senior Tax Associate to join our CPA team. You will be the primary contact on client assignments for tax compliance and consulting engagements. Other key responsibilities include tax team based leadership, planning, project management, staff utilization and overall engagement oversight, as well as providing industry expertise to clients and our staff.
Technical Tax Expertise:
? Experience with all types of tax entity forms.
? Ability to identify & assist with implementation of tax planning & tax savings strategies for clients.
? Expertise in managing tax compliance engagements.
? Ability to review, supervise, & enhance the process & preparation of complicated & complex corporate, partnership, & personal income tax returns.
? Professionally represent the Firm in professional & service organizations that will further demonstrate technical expertise.
? Experience with tax aspects of business transaction issues, including shareholder transactions, M&A, executive compensation, leveraged buyouts, cost segregation, R&D tax credits, accounting method changes, tax reform act, partnership operating agreement consulting, etc.
? Ability to represent clientele before the IRS & state tax authorities.
? Responsible for practice development including lead generation.
? Ability to develop a referral base. Must be able to identify targets & develop a plan to convert targets to clients.
? Interest & capability to initiate cross-selling efforts.
? Integrate & leverage firm-wide thought leadership efforts in developing the market for tax services.
? Ability to service middle-market clients & must be flexible to work with clients of varying sizes.
? Successfully manage engagements, groups, & teams of all sizes.
? Maintain steady contact with clients by developing executive level relationships.
? Deal directly with client attorneys, bankers, & other advisors.
? Follow progress of work during an engagement, from initial understanding with client through knowledge of client's impression of the conduct of the engagement.
? Flawless execution of managing & overseeing multiple engagements at the same time.
? Promotion of creative ideas to enhance client service offerings proactively, during, & immediately following completion of engagements.
? Be familiar with qualifications of all staff members, review staff assignments, & assist in recruiting, developing, training & mentoring professional staff.
? Participate in performance review processes & related efforts to grow & develop staff. Lead effort of identifying future tax leaders.
? Proactive participation in recruiting key industry professionals & top talent.
? Communicate Firm policies & technical information through individual or group meetings.
? Communicate & reinforce Firm culture & play a key role in the enhancement of the team environment.
? Demonstrate an open door philosophy to help with client or other firm matters, while demonstrating fair & consistent application to professionals in employee relations matters.
Key Leadership Traits:
? Prior leadership in a tax role, preferably in another public accounting firm.
? Significant track record of mentoring & coaching accounting & tax professionals.
? The ability to articulate tax planning opportunities & recommendations to clientele.
? Ability to demonstrate enthusiastic & cooperative partnership spirit.
? Strong personal identification with our firm values and intrinsic values in our industry - Proactive, Respect, Inspiring, Dedication, Enthusiasm ? the Heart of Our Culture. Trust, Integrity among others.
? BA/BS degree in Accounting.
? CPA certification with active CPA standing.
? MST (or willingness to obtain) preferred.
? 3+ years' Public Accounting practice experience with large local, regional, or national public accounting firm.
? Experience in managing engagement budgets, expenses, & performance management.
? Ability to build rapport with firms partners & management.
? Must possess elite leadership skills.
? Outstanding communication & interpersonal skills, including ability to collaborate, influence, negotiate; resolve conflicts, & effectively coach employees, managers, & executives.
? Experience and ability to function using a tax software such as ProSystems, CCH, RIA and/or Engagement Manager is essential.
Salary based on experience.