Responsibilities:

• Executes high-level tax compliance reviews and approval of tax returns and government audits of various complexities.
• Demonstrates in-depth expertise and proficiency in advanced technical skills required for client advising.
• Manages all client service tasks and ensures assignments are completed within set timelines.
• Stays informed about the credentials of all tax team members and reviews assignments for suitability.
• Supervises tax team members and delivers on-the-job training.

• Develops, coaches, and trains Semi-seniors and Staff accountants.
• Must understand the qualifications of all Tax team members for their training needs.
• Engages in reviews and assessments of the Tax Department.

Qualifications:

• Minimum of 2-5 years' experience in public accounting, with a demonstrated progression in tax complexity, scope, and research. Some experience in estate and trust tax is required.
• At least one (1) year experience overseeing and directing tax preparers.
• Bachelor’s degree in accounting is mandatory, while a Master’s degree in taxation is preferred.
• Having an active and valid CPA license is advantageous.