Minimum of six years’ experience at a regional, national or multi-national accounting firm; An accounting degree from an accredited four-year university; CPA/EA certification required; A strong ability to manage client and internal expectations, grow client relationships and lead staff; Prior experience supervising and training staff – a leader among peers; Experience with CCH Axcess tax software is helpful but not required; Excellent analytical and technical skills, including exposure to family office, multi-state, and flow-through taxation; Capable of performing tax research and finding solutions to complicated issues; Success in prior work experience with the ability to self-manage & prioritize assignments and client interface; Effective verbal and written communication skills; Comfortable speaking or presenting in front of clients and peers. The candidate will be a tax generalist that manages tax preparation for complex business, individual and trust federal and state income tax returns, researches and analyzes multifaceted tax issues, identifies and implements tax planning and consulting opportunities, and works closely with the lead tax partner on sophisticated M&A transactions.