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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax strategy development, compliance, and consulting, with a strong focus on managing client relationships and leading a team of tax professionals. Proficient in navigating complex tax matters and delivering high-quality advisory solutions.
Highest-signal resume keywords
Tax Strategy DevelopmentFederal Tax ConsultingTeam LeadershipTax Software ProficiencyClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PlanningCorporate RestructuringTax ResearchTax Return PreparationMergers and AcquisitionsS-Corp Tax ReturnsPartnership Tax ReturnsIndividual Tax ReturnsCorporate Tax ReturnsCompliance with Tax Laws
Soft Skills
Verbal CommunicationWritten CommunicationMentoringClient ManagementProblem Solving
Tools & Technologies
Tax SoftwareTechnology Platforms
Certifications & Qualifications
CPA LicenseMaster's Degree in Taxation
Industry Keywords
Public AccountingTax ComplianceTax AdvisoryRegulatory ChangesClient Objectives
About the role
Key responsibilities & impact- Lead and manage a team of tax professionals, delegating responsibilities and overseeing quality of deliverables
- Develop and implement tax strategies aligned with current laws, regulations, and client objectives
- Provide consulting services on complex tax matters, including mergers and acquisitions, tax planning, and corporate restructuring
- Conduct ongoing tax research to identify planning opportunities and stay current with regulatory changes
- Prepare and review tax returns for clients, ensuring accuracy and full compliance with applicable tax laws
- Communicate with clients, tax authorities, and other stakeholders to manage and resolve tax-related matters effectively
- Manage and grow client relationships, ensuring high levels of satisfaction and service delivery
- Train, mentor, and support the professional development of team members
- Deliver high-impact advisory solutions to a diverse client portfolio
- Drive tax strategy and guide clients through complex challenges
- Build lasting client relationships grounded in technical excellence and trusted advice
Requirements
What you’ll need- Bachelor's degree in Accounting
- 6+ years of federal tax consulting and/or compliance experience in a public accounting environment
- Experience with S-Corp, Partnership, Individual, and Corporate tax returns
- Proficiency in tax software and technology platforms
- Strong verbal and written communication skills
- Experience managing or leading a team
- Master's degree in Taxation preferred
- CPA license preferred
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Competitive compensation
- Industry-leading benefits
- Vast growth opportunities
- Continuous learning and advancement opportunities
