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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading tax and advisory engagements, managing client relationships, and ensuring technical compliance. Proven ability to train and mentor team members while effectively managing project budgets and deadlines.
Highest-signal resume keywords
5 Years Of Relevant Tax ExperienceCPA RequiredProject Management SkillsClient Relationship ManagementTeam Leadership
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 ComplianceTax Return ReviewBudget ManagementRisk IdentificationEngagement Planning
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationProfessional AttitudeCollaborative Team PlayerConstructive Feedback
Certifications & Qualifications
CPA
Industry Keywords
Real EstateConstructionFinancial ServicesHigh Net Worth IndividualsEntrepreneurial Services
About the role
Key responsibilities & impact- Lead client tax and advisory engagements
- Provide team leadership and oversight for project outcomes
- Set up and engage with teams, providing hands-on direction
- Plan and execute tax and advisory engagements while managing deadlines and budgets
- Supervise staff to ensure technical compliance and timely service delivery
- Train and coach team members and regularly communicate feedback to senior and staff accountants
- Set expectations, identify risks, and manage project budgets
- Manage client relationships as the primary contact, set expectations, and advise on accounting and business issues
- Become the client's preferred advisor contact
- Participate in special projects as needed
- Support senior management with new-business pitches and expansion of existing client relationships
Requirements
What you’ll need- 5 years of relevant tax experience
- 2 years of reviewing tax returns
- CPA required
- Partnership experience preferred
- Industry experience in real estate, construction, financial services, high net worth individuals, or entrepreneurial services is a plus
- Excellent verbal and written communication
- Good project management skills, including meeting deadlines within agreed budgets
- Professional attitude and ability to represent the firm brand
- Ability to work collaboratively as a team player
- Ability to exercise professional humility
- Ability to give and receive constructive feedback
- Extensive background checks for candidates selected for follow-up
- Ability to work in a professional office environment
- Ability to use standard office equipment and perform prolonged desk-based computer work
- Ability to occasionally lift, carry, push, pull, or move up to 10 lbs
Benefits
Comp & perks- Comprehensive benefits
- Competitive salary
- Bonus
- Growth potential
- Flexible work schedule
- Professional development support, including training, tools, and resources for career advancement
- Transparent career progression and partner-track potential