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 package
Skills & Requirements
Must-have
Partnership, corporate, and trust taxation
Succession planning
Wealth transfer planning
Client engagement management
Collaboration with specialty tax areas
Nice-to-have
Building client relationships
Mentorship of junior staff
Driving growth opportunities
Outstanding client service
Key Requirements
Bachelor’s degree in accounting or business
CPA license or equivalent
Minimum of 7 years of public accounting experience
Experience managing client engagements
Proficient in entity and estate/individual taxation