Key Responsibilities:

• Leadership and Team Management:
• Supervise and mentor a team of 3 Tax Associates, providing guidance on tax return preparation and review.
• Review associates' draft tax returns for accuracy and completeness. Ensure any necessary corrections or modifications are discussed and implemented before final submission.
• Approve completed associate tax return packages for final submission to the President/CEO for signature.
• Foster a collaborative environment and provide ongoing feedback to optimize associate performance.
• Tax Preparation and Planning:
• Prepare and review Federal and State income tax returns for individuals, S-Corporations, Limited Liability Companies (LLCs), and other entities.
• Conduct tax research and provide proactive tax planning advice to clients, helping them navigate complex tax laws and compliance requirements.
• Advise clients on a full spectrum of tax services, including tax strategies, deductions, allowances, and filing procedures.
• Analyze prior years' tax filings for accuracy and make necessary adjustments or recommendations.
• Client Communication and Support:
• Serve as a primary point of contact for clients, responding to inquiries and obtaining necessary documentation via phone, email, Zoom, or in person.
• Work with clients to understand their taxable income, deductible expenses, and any changes in their financial circumstances that may impact tax obligations.
• Tax Filing and Compliance:
• File tax returns and other required tax documents, including extensions and quarterly payments, using Lacerte Tax software.
• Ensure compliance with federal, state, and local tax regulations, staying current on updates to tax laws and procedures.
• Collaboration:
• Collaborate with other team members to ensure accurate tax return preparation and adherence to applicable tax laws and procedures.
• Assist in researching complex tax issues and recommend solutions to ensure clients receive accurate and optimal tax strategies.

Required Qualifications:

• Bachelor's degree in accounting, taxation, or a related field.
• Current CPA license (or equivalent certification) required.
• A minimum of 15 years of experience in tax preparation, planning, and accounting, including at least 3 years in a supervisory or management role.
• Expertise in preparing individual tax returns (Form 1040), K-1s, and business returns (LLCs, S-Corporations).
• Proficiency with tax preparation software (Lacerte preferred) and Microsoft Office Suite.
• Strong leadership, communication, and organizational skills.
• Excellent client management skills with the ability to manage multiple priorities simultaneously.
• Ability to conduct in-depth tax research and solve complex issues.
• Strong interpersonal skills and the ability to motivate and mentor a team.
• Highly self-motivated, with a proactive approach to problem-solving.

Benefits: