
Tax Lead
1 day ago
This role will oversee the preparation of tax returns, working directly with partners to ensure compliance.
- Manage staff and review tax returns prepared by the team.
- Prepare and review complex individual and business returns (1120, 1120s, 1065, not for profit, 1041s).
- Assist staff with diagnosing issues in preparation in software.
- Provide mentorship, technical guidance, and oversight to junior team members.
- Directly communicate with clients to obtain missing information and provide updates.
- Able to respond to notices received from tax authorities.
The ideal candidate is a critical thinker who can operate autonomously while managing a team to ensure accountability and knowledge up-skilling.
About You- Bachelor's degree in accounting or related field
- Deep knowledge of US Federal and state tax laws and regulations
- Experience with forms 1120, 1120s, 1065, 1040, 1041, and not for profit return preparation and review
- Proficiency in Microsoft Office Suite of products
- Experience preparing returns in ProSeries preferable
- Ability to manage a team and work independently with minimal supervision
- Excellent communication, analytical, and critical thinking skills
We live by our values to cultivate and foster growth and innovation.
Our company fosters an environment that values and celebrates individuals from diverse backgrounds, unlocking innovation, driving creativity, and amplifying our ability to serve customers and communities with excellence.
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