Responsibilities Provide counsel to business owner clients regarding a comprehensive range of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance. Manage and supervise the engagement team that focuses on partnership, corporate, and trust entities. This includes the planning and execution of client tax engagements.
Anticipate client needs and collaborate with colleagues in specialized tax areas, as well as across various lines of business, to cultivate client relationships and foster growth. Offer leadership, training, and career mentorship to staff and supervisor-level team members. Drive and collaborate with senior leadership on identifying and pursuing growth prospects with both existing clients and prospective clients.
Develop and maintain robust relationships with clients and other skilled advisors through a commitment to exceptional client service.
Required Qualifications Bachelor's degree in accounting or a related business field. CPA license or its equivalent. A minimum of seven years of experience in public accounting with a focus on taxation and/or private client taxation, including recent experience in managing client engagements.
Proficient in the taxation of entities, including partnerships, corporations, and trusts, as well as in estate and individual taxation. Possess robust communication skills, both written and verbal, with the ability to collaborate effectively within a team and manage multiple tasks simultaneously.
Preferred Qualifications Completion of CPA in-depth courses and/or a master's degree in taxation.
Experience in taxation pertaining to private clients or businesses, coupled with a desire to enhance skills in the private client sector.