Deliverables:
* Provides open communication to all staff to promote positive learning environment
* Provides technical review in areas such as partnership, corporate, and individual returns or estates
* Drives learning opportunities for staff and provides technical tax guidance to maximize professional development
* Participates and manages a variety of client engagements; planning, executing, and completing tax projects
* Consultation and preparation of client memorandum
* Consults with clients on operational and control opportunities
* Assists in the training and development of staff
Background/Attributes:
* Bachelor’s degree Accounting or degree and 24 credits in Accounting
* Active CPA license
* 7+ years providing tax consultation to individuals, partners, and corporate clients
* Strong interpersonal skills with demonstrated ability to develop staff and provide guidance to closely held clients
* Tax s/w expertise (ProSystem Tax preferred) document management and workflow, time and billing, CCH ProSystem Engagement, Microsoft Office
* A mindset that supports continuous learning and passion to share your knowledge with peers and staff
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