JOB SUMMARY

JOB DESCRIPTION

Tax Preparation

• Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)

• Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships

• Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives

Research and Analysis

• Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes

• Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions

Client Communication

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns

• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards

• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions

• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

Team Collaboration

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices

• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work

• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members

• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services

Supervisory responsibilities

• May supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift to 15 pounds at a time