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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in federal and state tax compliance and planning, particularly for S-Corps, partnerships, and high-net-worth individuals. Proven ability to lead teams, manage client relationships, and deliver actionable tax strategies.
Highest-signal resume keywords
CPA (Certified Public Accountant)Tax Compliance and PlanningClient Relationship ManagementTeam Leadership and MentoringCCH ProSystem fx
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Federal Tax ReturnsState Tax ReturnsIndividual (1040) ReturnsS-Corp ReturnsPartnership ReturnsTrust ReturnsTax ResearchTax PlanningIRS CorrespondenceBusiness Development
Soft Skills
Excellent Communication SkillsCollaborative MindsetProject ManagementMentoring
Tools & Technologies
CCH ProSystem fxEngagementMicrosoft Office Suite
Certifications & Qualifications
CPA (Certified Public Accountant)EA (Enrolled Agent)
Industry Keywords
High-Net-Worth Individuals (HNWIs)Real Estate EntitiesInvestment PartnershipsTax Authority Resolution
About the role
Key responsibilities & impact- Lead and review complex federal and state tax returns, including individual (1040), S-Corp, partnership, and trust returns
- Provide high-level tax planning and consulting to closely held businesses and HNWIs
- Research complex tax matters and deliver clear, actionable guidance
- Serve as a primary point of contact for client relationships
- Manage IRS and state tax authority correspondence and resolution
- Mentor and supervise junior tax staff
- Collaborate with audit and advisory teams to ensure comprehensive client service
- Identify and pursue opportunities for tax planning and business development
Requirements
What you’ll need- Bachelor's degree in Accounting or a related field
- CPA (Certified Public Accountant) or EA (Enrolled Agent) designation required
- 7+ years of progressive tax experience
- At least 2–3 years in a managerial or review role
- Strong technical knowledge in tax compliance and planning for S-Corps, partnerships, and HNWIs
- Experience with real estate entities and investment partnerships highly preferred
- Proficiency with CCH ProSystem fx, Engagement, and Microsoft Office Suite
- Excellent written and verbal communication skills
- Ability to manage multiple priorities, lead projects, and develop team members
- Collaborative mindset with the drive to contribute to firm growth and client success
Benefits
Comp & perks- Full benefits package
- Hybrid-friendly workplace
- Mentorship
- Professional development opportunities
- Supportive, collaborative culture
- Work-life balance
- Innovation-focused work environment
