Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance
Job Summary
Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation.
We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
Matching Summary
Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
Salary
Base: $95,400 - $180,400; Bonus/Equity: Discretionary bonus based on firm and individual performance; Benefits: Competitive benefits package
Skills & Requirements
Must-have
Business and tax planning
Succession planning
Wealth transfer planning
Partnership, S corporation, C Corporation taxation
Individual and Fiduciary taxation
Client engagement management
Nice-to-have
Holistic client advisory approach
Collaborative professional relationships
Dynamic and expanding practice
Cutting edge technology utilization
Key Requirements
Bachelor's degree in Accounting or business-related field
CPA license, licensed J.D. or Enrolled Agent
Minimum of 5 years of public accounting experience
Experience managing client engagements
Proficient in entity and Individual Taxation
Familiar with Fiduciary, Gift, and Estate Taxation