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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance, engagement strategy, and risk management while effectively leading teams and managing client relationships. Proficient in financial oversight and quality improvement initiatives within a public accounting environment.
Highest-signal resume keywords
CPA LicenseTax ComplianceEngagement StrategyClient Relationship ManagementRisk 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 Engagement ReviewFederal Tax ConceptsState Tax ComplianceBudget ManagementFinancial Analysis
Soft Skills
Client-Facing CommunicationStakeholder ManagementCoaching and DevelopmentProfessional JudgmentProblem Solving
Tools & Technologies
Microsoft ExcelTax Software
Certifications & Qualifications
Bachelor’s Degree in AccountingCPA License
Industry Keywords
Public AccountingTax Compliance EngagementsQuality ImprovementClient RetentionRisk Assessment
About the role
Key responsibilities & impact- Lead a portfolio of tax compliance engagements, ensuring consistent quality, accurate documentation, and on-time delivery
- Set engagement strategy for complex clients, including risk assessment, planning expectations, staffing, timelines, and review depth
- Review key tax judgments, high-risk areas, and engagement conclusions
- Resolve escalated technical and client issues through research, specialist input, communication, and documentation
- Oversee portfolio budgets, work in process, billing, realization, utilization, and rework
- Coach and develop senior managers, managers, supervisors, and assigned engagement teams
- Build and maintain client relationships through executive-level communication and expectation-setting
- Support client retention and growth
- Advance quality improvement, standardization, training, and technology adoption
- Monitor portfolio filing calendars, extensions, delivery milestones, staffing, capacity, and utilization
- Review engagement financials, including budgets versus actuals, billing, realization, and write-ups or write-downs
- Track technical issues, review notes, rework, compliance findings, and escalation plans
- Use client feedback, retention trends, referrals, and growth opportunities to support client relationships and practice planning
Requirements
What you’ll need- Bachelor’s degree in Accounting or a related field
- CPA license required, or equivalent active licensure as applicable
- Significant experience leading and reviewing tax engagements in a public accounting environment
- Advanced knowledge of federal and state tax concepts and compliance requirements
- Strong engagement strategy and risk management skills
- Ability to lead leaders and manage multiple concurrent priorities
- Strong client-facing communication and stakeholder management
- Sound professional judgment
- Proficiency in Microsoft Excel and tax software and tools
- Legally authorized to work in the US for any employer
Benefits
Comp & perks- Health, Dental, and Vision Insurance, with options for fully paid employee-only health and dental coverage
- Company-paid life and long-term and short-term disability insurance
- Supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Professional growth, learning, and development opportunities
- Access to Becker and LinkedIn Learning
