Demonstrates expertise in tax planning and compliance for Partnerships, Corporations, and individual shareholders, while providing strategic advisory services and fostering client relationships. Proven ability to lead business development initiatives and mentor tax professionals in a dynamic environment.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementBusiness DevelopmentLeadershipTax Compliance

About the role

Key responsibilities & impact

Serve as a strategic advisor to Professional Services clients, delivering tax planning and compliance solutions for Partnerships, Corporations, and individual shareholders/partners
Address complex tax issues and develop solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws
Build and maintain client relationships and ensure exceptional client service
Lead market-facing initiatives, identify new business opportunities, and expand client relationships
Develop and execute business development plans to increase firm visibility and revenue
Represent the firm at industry events, conferences, and networking opportunities
Mentor and develop tax professionals and foster learning, collaboration, and growth
Provide guidance and training on technical tax matters, client communication, and business development
Lead performance evaluations and career development discussions
Monitor changes in tax laws, regulations, and industry trends
Oversee complex tax compliance engagements, including tax returns and filings
Review and approve technical tax research and memoranda

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or related field
CPA, EA, or Law License required
8+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry
Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters
Expertise in Partnership tax concepts including special allocation and state and local complexities
Demonstrated success in business development, client relationship management, and practice growth
Strong leadership, team development, and mentoring abilities
Excellent communication, analytical, and problem-solving skills
Proficient in using tax software and Microsoft Office applications

Benefits

Comp & perks

Compensation and benefits package to eligible employees

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Tax ResearchTax Compliance EngagementsPartnership Tax ConceptsFederal Tax LawsState Tax LawsLocal Tax LawsAnalytical SkillsProblem-Solving Skills

Soft Skills

Communication SkillsMentoring AbilitiesTeam Development

Tools & Technologies

Tax SoftwareMicrosoft Office

Certifications & Qualifications

CPAEALaw License

Industry Keywords

Public AccountingProfessional ServicesTax ComplianceBusiness Development PlansClient Service