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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and complex tax return preparation, with a strong focus on tax planning and problem-solving. Proficient in utilizing advanced technology tools for tax research and analytics while effectively supervising staff and managing multiple projects.
Highest-signal resume keywords
Public Accounting ExperienceTax Return PreparationClient ManagementCPA or EA CertificationAI Fluency
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 PlanningData AnalyticsProblem-SolvingProject ManagementFiduciary Taxation
Soft Skills
Organizational SkillsCommunication SkillsTeam CollaborationIndependent Work
Tools & Technologies
WordExcelQuickBooksAdobe ProCFS PayrollBNAProFxAccess Tax
Certifications & Qualifications
Bachelor of AccountingMaster’s in TaxationCPAEA
Industry Keywords
Client AcquisitionTax ResearchEngagement ManagementTax SavingsTax Opportunities
About the role
Key responsibilities & impact- Convert prospective clients to actual clients
- Manage clients, including staffing assignments
- Review and prepare high-complexity tax returns for individuals and some businesses
- Manage projects
- Handle client acquisition and onboarding
- Perform tax planning focused on clients’ tax savings and ongoing tax opportunities
- Research complex tax issues and develop resolutions
- Perform data analytics and skillful problem-solving
- Supervise 2–4 staff members
- Communicate with clients and coordinate with their other advisors
Requirements
What you’ll need- 5+ years public accounting experience in the area of individual and business taxation (Fiduciary taxation is a plus)
- Bachelor of Accounting required
- Master’s in taxation is a plus
- CPA or EA preferred
- Prior experience managing engagements and clients
- Ability to organize and prioritize work
- Ability to work independently, but also work well with others
- Ability to manage multiple workstreams simultaneously
- Strong technology skills, including Word, Excel, QuickBooks (online and desktop), Adobe Pro, CFS Payroll, and BNA
- AI fluency, including ability to deploy AI tools for tax research and analysis and verify outputs against primary authority
- Prior experience with ProFx or Access Tax is preferred
- Authorized to work in the US; visa sponsorship requirements addressed in application