Tax Partner $300,000+
2 weeks ago
Our premier client CPA firm is seeking a Tax Partner who possesses strategic vision and a commitment to client service to join our team in West 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 (but are not limited to):
- Generating new business annually from prospective and existing clients; participating in client-related planning when needed
- Overseeing tax engagement activity and ensuring that quality control procedures are executed on each engagement
- Building positive client relationships, ensuring top-quality client service, and soliciting client satisfaction feedback
- 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
- Managing budgets, including those for the funding and implementation of firm programs
- Engaging internal experts from across the firm to assist in marketing and selling services to existing clients
- Participating in community, social, business, and professional organizations to generate referral sources
- Upholding the ideals, values, mission, and vision of the firm
WHAT WE ARE LOOKING FOR
Skills/Qualifications:
- Project management, analytical, interpersonal, oral, and written communication skills
- Competency in leadership, training, and mentoring
- Dependability, integrity, and trustworthiness combined with a cooperative attitude
- Critical thinker with the capacity to identify the strengths and weaknesses of potential actions and craft alternative solutions, conclusions, or approaches to problems
- Commitment to superior client service
- Motivated self-starter who completes assignments within specified timeframes and budgets
- Ability to participate successfully in a sales-based culture with a commitment to expanding the tax practice
- Excellence in advanced technical skills
- Appreciation for diversity, promotion of one-firm team spirit, and commitment to continuously acquiring new professional skills and knowledge
Education:
- Degree in accounting or a related field
- Degree in accounting or tax is highly desirable
Experience:
- 10 years in a relevant position
- Public Accounting experience preferred
License/Certification:
- Active CPA license is required
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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