• Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.

• Review, approve, and sign tax returns for release to clients.
• Coach or mentor staff members to assist with enhancing their skills and further developing their careers.
• Gather relevant tax-related information from clients to prepare accurate tax returns.
• Analyze tax situations from various angles to ensure the maximum tax benefit is applied.
• Network, build relationships, and attract new clients or business for the firm.
• Bill clients for the services and guidance provided.

How This Position Fits in Our Organization

• Leading teams and working closely with partners and clients.
• Ensuring the accuracy and timeliness of tax return preparation and filing.
• Providing mentorship and development opportunities for staff.
• Contributing to the growth and success of the firm through client acquisition and relationship building.

Exciting Aspects of This Opportunity

• Leading teams and working closely with partners and clients.
• Significant growth potential within the role and the firm.
• Collaborative workplace culture based on integrity, authenticity, and support for one another.

Requirements

Non-Negotiable Requirements:

• Prior public accounting experience
• Bachelor’s Degree in Accounting
• CPA or EA license

Nice-to-Have Skills:

• Prior leadership experience
• Experience in the following industries: Healthcare, Dentists, Professional Services, Real Estate, and/or Manufacturing

Benefits

Base Salary: $115,000 - $190,000

Additional Compensation: Annual discretionary bonus eligible

Benefits: Generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.