Tax Preparation & Review:

• Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks

• Identify key areas for audit focus, potential risks, and necessary resources

• Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)

• Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships

• Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
   

Research and Analysis:

• Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements

• Assess the application of accounting principles and standards, and provide recommendations for improvements

• Conduct thorough tax research and analysis to develop tax planning strategies for clients, and collaborate with the internal team to provide guidance on complex tax matters
   

Client Communication:

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns

• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
   

Compliance and Documentation:

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards

• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions

• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
   

Team Collaboration:

• Collaborate with other audit and tax professionals within the firm to share insights, knowledge, and best practices

• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work

• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members

• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
   

Process Improvement and Innovation:

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services

Supervisory responsibilities

• May supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift to 15 pounds at a time

Travel required

• Travel, if required, is unpredictable and will depend on a client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field

• 3 – 5 years of relevant experience in public accounting, financial consulting, or similar setting

Preferred education and experience

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting

• Actively working towards achieving CPA licensure or relevant certification, if not already attained

• Responsible for completing the minimum CPE credit requirement

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.