Responsibilities

Leadership and Management:

Spearhead, supervise, and mentor a team of tax professionals, fostering a culture of high-performance and

continuous development.

Oversee the seamless integration of the acquired tax firm, ensuring a harmonious transition and alignment with

our firm's core values and methodologies.

Establish lucid performance expectations and offer ongoing feedback and support to nurture the professional

growth of team members.

Client Interfacing:

Cultivate and sustain robust relationships with both new and existing clients, ensuring their diverse needs are

met with unwavering excellence in service.

Manage and orchestrate client engagements, assuring the punctual and precise delivery of project milestones.

Serve as a trusted advisor to clients, proffering insightful guidance and innovative solutions to complex tax

challenges.

Technical Expertise:

Oversee the preparation and meticulous review of intricate tax returns, diligently upholding accuracy, and full

compliance.

Maintain a keen awareness of current tax laws and regulations, ensuring that our firm's practices remain current

and optimized.

Bestow guidance and impart advanced tax strategies and methodologies to the team.

Strategic Planning:

Collaborate closely with the Head of Tax Department and other senior leaders in the formulation and execution

of strategic planning initiatives.

Identify prospective opportunities for new business and expansion within the tax unit.

Streamline and optimize processes and workflows to enhance efficiency and scalability.

Qualifications

Education and Certification/License Credentials

Bachelor's degree in Accounting, Finance, or a related field. An advanced degree (e.g., MST) is highly preferred.

Active CPA license is an absolute requirement.

Functional Competencies

A minimum of 5 years of experience in public accounting, with an essential focus on tax. Prior leadership

experience is imperative.

Profound knowledge of federal and state tax codes, regulations, and procedures.

Proven track record of excellence in client relationship management.

Exceptional interpersonal and communication skills.

Strong analytical and problem-solving capabilities.

Demonstrated ability to manage multiple projects simultaneously.

A readiness to adapt and thrive in a fast-paced, ever-evolving environment.

Leadership and Management

Proven ability to attract, supervise, train, and motivate employees.

Collaborative, respectful style of communication and leadership, yet able to influence agenda.

Strong coaching and mentoring skills.

Flexible, strategic team player with uncompromising integrity and ethical standards

Highly organized and possesses a strong attention to detail.

Ability to establish credibility and be decisive; make decisions that recognize and support the organization's

preferences and priorities.

Participative management style; advocates team concept.

Exceptional emotional intelligence skills to build, cultivate, and facilitate strong working relationships.

One who can make decisions, exercise judgment, and interface effectively with all levels of staff, clients, and

vendors.

Mind-set for continuous improvement accompanied by problem sensitivity and critical thinking skills.

Personal Characteristics

A person of unquestionable integrity and moral character; an individual others can trust without reservation.

One with strong communication skills, both oral and written.

Self-starter, self-motivating leader who requires little to no supervision and who can operate successfully in a

fast-paced culture.

Well-developed interpersonal skills: ability to get along with diverse personalities.

One who possesses an owner's mentality with a steadfast commitment to the success of the company.

Entrepreneurial spirit with a strong work ethic and a "roll-up-your-sleeves" mentality.

A "quick study" who can balance the demands of developing and implementing short-term and long-term

programs to maximize value.

One with sound professional ethics

Passionate and energetic with the ability to motivate and inspire.

A creative, strategic thinker, and a good listener

One who builds support systematically and at multiple levels, not overlooking any stakeholders.

Strategic, yet practical with day-to-day business judgment.