
Financial Services Tax Expert
1 day ago
We are seeking an experienced tax professional to lead and oversee our tax team. The successful candidate will be responsible for ensuring high-quality service to clients, fostering a supportive and growth-oriented environment, and promoting technical excellence and staff development.
- Prepare individual, corporate, partnership, and trust returns using Ultra Tax.
- Review individual and business tax returns prepared by staff.
- Provide tax planning insights and recommendations to clients.
- Manage status tracking and completion of open items such as tax issues with government agencies.
Key Qualifications/Experience:
- CPA license required.
- Master of Taxation required.
- Minimum 5 years of tax experience, including review responsibilities.
- Proficiency with Ultra Tax and related tax preparation software.
- Strong leadership skills, including team supervision and coaching.
- Ability to manage multiple engagements while meeting deadlines.
- Strong technical tax knowledge across entity types.
- Excellent written and verbal communication skills.
- High attention to detail with ability to see the big picture.
Preferred Qualities:
- Knowledge of task management tools.
- Self-directed, highly motivated, accurate, and reliable.
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