Bachelor's degree in Accounting or a related field required CPA designation required Master's in Taxation or related degree is a plus Minimum 5-8+ years of progressive experience in tax preparation and planning within a public accounting firm, family office, or wealth management environment Extensive knowledge applying federal, state, and local tax codes, especially as they relate to small businesses, owners, real estate, and pass-through entities Experience managing client relationships and conducting regular, independent meetings with clients, including presentation of planning strategies and responding to tax-specific questions Demonstrated ability to manage complex tax engagements and competing deadlines with minimal supervision Familiarity with estate, gift, and generation-skipping tax planning is a plus Strong written and verbal communication skills with a client-first mindset Comfortable working both independently and collaboratively in a team environment A self-starter with strong problem-solving skills and a passion for learning and growth Proficient in Microsoft Excel and Outlook Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus Experience with cloud-based document management systems and secure file sharing tools Willingness to adopt new technologies and contribute to continuous improvement initiatives. Manage a portfolio of clients, including small to mid-sized businesses and high-net-worth individuals, ensuring timely delivery of accounting, tax and advisory services Provide proactive tax planning and business advisory services, including entity structuring, cash flow analysis, and profitability improvement Supervise and participate in the preparation and review of complex individual, partnership, S corporation, C corporation, trust, and estate tax returns Respond to IRS and state notices, manage audits, and handle tax authority correspondence Serve as the primary point of contact for clients, leading meetings and delivering actionable insights Ensure compliance with federal, state and local tax regulations and reporting requirements Oversee and review monthly, quarterly, and annal financial statements and supporting workpapers Review and approve account reconciliations, journal entries, and financial analysis Manage multiple client engagements, deadlines, and priorities Mentor, train, and develop staff and senior accountants Collaborate with firm leadership on client strategy, practice development, and process improvements Support business development efforts, including identifying opportunities to expand services within existing client relationships.