Tax Professional/Partner $250k+

2 weeks ago

Des Moines, United States Whitman Transition Advisors Full time

THE FOCUS IS YOU

We are seeking a Tax Partner who possesses strategic vision and a commitment to client service to join our team in Des Moines, IA. As a senior leader within the firm, the Tax Partner will play a pivotal role in determining and formulating policies related to tax services, client engagement, and overall firm operations. Our ideal candidate will plan and oversee operational activities while working collaboratively with executives, managers, and staff to achieve organizational goals.

WHAT YOU WILL DO

Regular duties include:

  • Generating new business annually from prospective and existing clients; participating in client-related planning when needed
  • Directing and overseeing tax engagement activity and ensuring that quality control procedures are executed on each engagement
  • Maintaining positive client relationships, ensuring top-quality client service, and soliciting client satisfaction feedback
  • Developing, supervising, coaching, and mentoring team members; participating in staffing decisions
  • Collaborating with members of the executive and management teams to discuss issues, coordinate activities, and resolve problems
  • Keeping current with industry news and pronouncements from professional and regulatory groups and sharing updates with the team to contribute to staff development
  • Reviewing reports submitted by staff members to recommend approval or suggest changes
  • Preparing budgets, including those for the funding and implementation of firm programs
  • Soliciting internal experts from across the firm to assist in marketing and selling UHY services to existing clients
  • Participating in community, social, business, and professional organizations to generate referral sources
  • Promoting the ideals, values, mission, and vision of the firm

WHAT WE ARE LOOKING FOR

Skills/Qualifications

  • Excellent project management, analytical, interpersonal, oral, and written communication skills
  • Superior competency in leadership, training, and mentoring
  • Professionalism, dependability, integrity, and trustworthiness combined with a cooperative attitude
  • Strategic thinker with capacity to identify the strengths and weaknesses of potential actions and craft alternative solutions, conclusions, or approaches to problems
  • Dedication to superior client service
  • Highly motivated self-starter who completes assignments within specified timeframes and budgets
  • Ability to participate successfully in a sales-based culture with a commitment to expand the tax practice
  • Demonstrated excellence in advanced technical skills
  • Respect for diversity, promotion of one-firm team spirit, and commitment to continuously acquire new professional skills and knowledge

Education

  • Bachelor's degree in accounting or related field
  • Advanced degree in accounting or tax is highly desirable

Experience

  • 10+ years in relevant position
  • Public accounting preferred

License/Certification

  • Active CPA license is required

Legal/Compliance

  • Must complete acknowledgement of Independence Guidelines and Ethical Standards document
  • Government engagements require ability to obtain a security clearance from the United States government

WHO WE ARE

Ready to Deliver

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide our clients with the best resources possible. We harness the power of our network to empower clients to achieve their goals, and to ensure that we meet or exceed their expectations and objectives. We get to know each client's business inside and out, which gives us a solid understanding of what they need to succeed. Our dedication to delivering top-quality client service guides our every move.

A Legacy of Commitment, Growth, and Service

We have a wealth of experience spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax, and consulting networks in the world. We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies and we believe that having a strong entrepreneurial mindset is the key to growth.

WHAT WE OFFER

  • Culture | Collaborative, team-like atmosphere of a small office with the benefits of a large firm
  • Compensation | Based on the role, credentials, and experience
  • Benefits | We offer group health insurance, dental, vision, 401K, and PTO

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