Demonstrates extensive expertise in federal and state tax compliance, tax planning, and regulations, with a strong ability to manage client engagements and mentor tax professionals. Proficient in analyzing complex tax returns and providing strategic advisory services while maintaining high-quality standards.

Highest-signal resume keywords

CPA LicenseFederal And State Tax ComplianceTax PlanningProject ManagementSupervising Tax Professionals

About the role

Key responsibilities & impact

Lead and manage complex federal, state, and local tax compliance engagements for corporations, partnerships, S corporations, individuals, trusts, and/or other entities
Review complex tax returns, workpapers, estimates, extensions, and related filings for technical accuracy, quality, and timely completion
Research and interpret complex tax laws, regulations, rulings, and guidance
Prepare technical memoranda and communicate findings to clients and internal stakeholders
Provide proactive tax planning and advisory services
Serve as a primary client contact for assigned engagements
Manage engagement budgets, timelines, staffing, billing, realization, and profitability
Supervise, train, mentor, and review tax associates, seniors, and managers
Collaborate with partners and leadership on client strategy, technical matters, service opportunities, and practice growth initiatives
Support tax notice responses, examinations, and controversy matters
Maintain current knowledge of tax law changes and industry trends and communicate relevant impacts

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Taxation, or a related field
CPA license required
JD, LLM in Taxation, or Enrolled Agent credential may be considered depending on role scope
Typically 7+ years of progressive tax experience, preferably within a public accounting or professional services environment
Demonstrated experience reviewing complex tax returns and managing multiple client engagements
Strong technical knowledge of federal and state tax compliance, tax planning, and applicable tax regulations
Experience supervising, coaching, and developing tax professionals
Excellent written and verbal communication skills, with the ability to explain complex tax concepts clearly to clients and team members
Strong project management, organizational, analytical, and problem-solving skills
Ability to manage competing deadlines while maintaining attention to detail and high-quality standards
Extremely technical knowledge of partnership, international, private equity, and high net worth individual taxation

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
Flexible work environment to enjoy work/life balance
Growth opportunities and continuous learning and advancement
Collaborative culture
Freedom to innovate and bring ideas

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return ReviewTax ResearchTechnical Memoranda PreparationBudget ManagementAnalytical SkillsProblem-Solving SkillsAttention To DetailQuality AssuranceClient Engagement ManagementTax Compliance Regulations

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationOrganizational SkillsCoaching And MentoringCollaboration

Certifications & Qualifications

Bachelor’s Degree In AccountingJDLLM In TaxationEnrolled Agent Credential

Industry Keywords

Public AccountingProfessional ServicesPartnership TaxationInternational TaxationPrivate Equity TaxationHigh Net Worth Individual TaxationTax Compliance EngagementsTax Advisory ServicesTax Notice ResponsesTax Controversy Matters