Why is This a Great Opportunity?

We’ve been retained by a large, locally owned CPA firm to help them add a leader to either their Tax or Audit Practice. They offer a supportive culture that values work-life balance, making it possible to juggle family commitments and kids’ activities, while still providing strong growth opportunities. This is a local firm with a more personal feel compared to the stuffy corporate environment that can be reminiscent of larger public accounting firms.

Job Description:

Our client is seeking an experienced Tax Leader to take on a leadership role within their firm’s tax practice. This individual will serve as a trusted advisor to clients, lead multiple engagements, and play a key role in the growth and development of both their people and their practice.

Key Responsibilities:
• Build and maintain strong client relationships through ongoing communication and a deep understanding of each client’s business.
• Serve clients across a diverse range of industries including but not limited to construction, financial institutions, agribusiness, government, nonprofits, healthcare, manufacturing, estates, trusts, and high net worth individuals.
• Lead large audit, review, tax, and consulting engagements, ensuring projects are completed accurately, on time, and within budget.
• Oversee and coordinate multiple engagements simultaneously, including scheduling, staffing, and compliance with deadlines.
• Supervise, train, and mentor staff, providing feedback, technical guidance, and support for professional development.
• Review work papers and reports to ensure compliance with firm standards and professional requirements.
• Keep firm leadership informed of key developments, presenting challenges along with well-supported conclusions and recommendations.
• Collaborate directly with client attorneys, brokers, taxing authorities, and other third parties as needed.
• Prepare and monitor client billing, ensuring budgeted hours are tracked against actuals.
• Communicate firm policies, updates, and technical information effectively to staff through meetings and training.
• Represent the firm through professional involvement and community presence, helping to strengthen both personal and firm reputation.
• Support practice growth initiatives by identifying opportunities to expand services with existing clients and assisting with business development efforts as appropriate.

Qualifications:

• Active CPA license required
• Bachelor’s degree in Accounting or a related field
• Minimum of 9+ years of progressive tax and or audit compliance and/or consulting experience in public accounting, or a blend of public accounting and industry experience
• Proven supervisory experience with the ability to lead, train, and mentor professional staff
• Exceptional client service and communication skills, with a track record of developing and maintaining strong client relationships
• Strong leadership abilities, including recruiting, coaching, and team development
• Excellent written, interpersonal, and presentation skills
• Ability to manage multiple engagements, deadlines, and priorities in a fast-paced, results-driven environment
• Comfortable working fully on-site and able to commute to one of the firm’s various offices

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