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, corporate, and trust entities, including the planning and execution of client tax engagements.
Provide leadership, training and career mentorship to staff and supervisor level team members and drive and collaborate with senior leadership on growth opportunities.
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: $107,000 - $182,000; Bonus/Equity: discretionary bonus based on firm and individual performance; Benefits: competitive benefits and compensation package
Skills & Requirements
Must-have
Taxation and private client taxation
Manage client engagements
Partnership, corporate, and trust entities
Succession planning and wealth transfer
Nice-to-have
Strategic advisor to business owners
Collaborate with specialty tax areas
Leadership and mentorship
Outstanding client service
Key Requirements
Bachelor’s degree in accounting or business-related field
CPA license or equivalent
Minimum of 7 years of experience in public accounting
Proficient in entity and estate and individual taxation