Tax Partner

1 month ago


Cincinnati, United States Management Business Solutions Full time

My client which is a top 150 US CPA firm with offices in Ohio, Indiana & Georgia has an annual revenue base of over $25mm & over 100 professionals, has a client base consisting of companies in the following industries: Construction & Real Estate, Dealerships, Long-Term Care, Manufacturing & Distribution, Non-Profit Organizations, Professional Services, Technology & Closely Held Businesses. They offer a wide range of compliance services and specialty financial and consulting expertise including Specialized Tax Projects, Audit and Accounting, Merger and Acquisitions, and Business Valuations.

D ue to upcoming retirements, they are looking to add a new tax partner to their team.

Responsibilities include and are not limited to the following:

• Demonstrate thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas - flow-through entities
• Identify tax risk management issues and propose potential solutions through research and collaboration - governance, tax preparer rules and requirements according to AICPA standards.

• Review tax procedures, engagement workpapers and financial statements.

• Complete thorough review of tax workpapers on a timely basis, advanced top level tax review of returns.

• Demonstrate a well thought out and logical approach to practice development and selling value-added services using their existing network and/or the desire to build strong relationships in the area.

• Review required communications to the client, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines.

• Oversight of tax technology, processes, procedures, and scheduling.

• Address questions on advanced technical accounting matters from team members and upper-level client management.

• Monitor that tasks are assigned and completed on a timely basis and reviews workflow.

• Oversee tax team by coordinating the day-to-day duties of planning, tax work, and wrap-up.

• Primary client contact and liaison for complex issues that staff are unable to resolve; communicate effectively with clients and develop positive relationships with client personnel.

• Supervise, train and mentor tax staff.

• Take a lead role in client and team meetings and contributes new ideas and strategic initiatives.

• Stay current on technical and industry developments and standards while evaluating potential impacts on their client engagements.


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