
Financial Leadership Role
3 days ago
We are seeking a highly skilled Accounting Professional to lead and oversee the tax team, ensuring high-quality service to clients while fostering a supportive, growth-oriented environment.
This candidate will be an active member of a diverse and inclusive team and a leader who champions both 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.
- Manage engagement scope, deadlines, and budgets.
- Manage workload to align with billable expectations.
- Supervise and train tax accountants.
- Communicate with clients regarding complex issues and deliverables.
- Identify and resolve technical tax issues, involving the partner when necessary.
- Maintain compliance with federal, state, and local regulations.
- Manage system applications.
- Certified Public Accountant (CPA) license required.
- Master of Taxation degree 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.
- Ability to recognize when an issue needs to be escalated to the next level of management.
- Proficient in Microsoft Office Suite (emphasis on Excel and Word).
- Health insurance and life insurance coverage.
- 21 annual paid leaves.
- Annual performance review with increase opportunities.
- Recognition program for tenure.
- Access to certifications and courses from Ab2 Institute of Accounting.
- A range of free coffee and chocolate drinks.
- On-site amenities like billiards, table tennis, or foosball.
- Opportunities for work-life balance and timely logging off.
- A diverse, caring, supportive, and high-achieving team environment.
- Ongoing training, development, and career progression opportunities.
We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.
Our goal is to create a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.
Seniority Level- Mid-Senior level.
- Full-time position.
- Accounting/Auditing professional.
We embrace diversity and inclusion in all aspects of our organization. By fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.
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