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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax reporting strategies, compliance management, and financial statement analysis while effectively leading and mentoring teams. Proficient in leveraging technology to enhance tax operations and streamline workflows across client engagements.
Highest-signal resume keywords
Tax Reporting StrategyTax Compliance ManagementFinancial Statement AnalysisTeam Leadership and CoachingDigital Tooling and AI Methods
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 AccountingTax GovernanceTax ResearchProcess ImprovementBudget ManagementProject PlanningRisk IdentificationData InterpretationWorkflow EfficiencyClient Engagement
Soft Skills
MentoringCoachingCommunicationProblem-SolvingClient Relationship Management
Tools & Technologies
Digital ToolingAI-Enabled Methods
Certifications & Qualifications
Certified Public AccountantMember of the Bar
Industry Keywords
Tax ServicesCompliance RequirementsTax Operations TransformationFinancial Data ReviewRegulatory Changes
About the role
Key responsibilities & impact- Lead client support work within the Tax Services practice
- Help clients refine tax reporting strategies, interpret tax requirements, and manage compliance-focused deliverables
- Motivate and develop teams and coach team members on their work
- Own planning, execution, and issue resolution across client engagements
- Lead tax transformation workstreams focused on reporting strategy, compliance, and process improvement
- Manage client-facing project plans, budgets, timelines, and deliverables across multiple engagements
- Advise on tax accounting, tax reporting, and financial statement analysis
- Review financial data and tax documentation to identify risks, inconsistencies, and reporting opportunities
- Guide teams in developing tax return, tax governance, and tax research processes aligned with applicable regulations
- Coach team members on technical tax work, review feedback, and analytical skills
- Apply digital tooling and AI-enabled methods to improve workflow efficiency and data interpretation
- Coordinate with finance and tax stakeholders to translate regulatory changes into practical reporting actions
Requirements
What you’ll need- At least a Bachelor's degree
- At least 4 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- Ability to lead tax operations transformation work across client engagements
- Experience leveraging technology and innovation to streamline tax reporting workflows
- Ability to coach teams through planning, budgeting, execution, and delivery
- Ability to translate tax system interactions into actionable operational insights
- Ability to mentor junior staff and review work
- Ability to navigate client conversations, issues, and escalation moments
- Knowledge of tax governance, compliance, and independence requirements
- Up to 40% travel
Benefits
Comp & perks- Annual discretionary bonus
- Medical insurance
- Dental insurance
- Vision insurance
- 401k
- Holiday pay
- Vacation
- Personal and family sick leave