Lead Tax Consultant

2 weeks ago


Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full time


DeLeon & Stang CPA's & Advisors is a distinguished professional services firm dedicated to empowering clients in every significant aspect—from adhering to pertinent tax regulations to enhancing their fundamental business operations.

With a legacy spanning four decades, our team at D&S has cultivated a workplace culture that emphasizes professional excellence while fostering a fun and adaptable environment that provides ample opportunities for growth and development.

We are in search of a seasoned Tax Consultant with over three years of experience to become a vital part of our team. The selected candidate will play a crucial role in supporting the Tax team in managing various tax projects, ensuring the delivery of high-quality client service, and preparing precise and timely individual and corporate tax solutions.

This role offers substantial growth potential and necessitates a blend of strong technical skills and effective interpersonal communication to provide exceptional service to our clients. Familiarity with UltraTax and SurePrep is advantageous. Experience in assisting businesses with tax and consulting issues or in government contracting is also beneficial.


Key Responsibilities:

  • Prepare and review a diverse range of Individual 1040 tax returns and Business tax returns (S Corp, C Corp, Partnership, or Sole Proprietorship) in accordance with laws and regulations; experience with estate/trust returns is a plus.
  • Cultivate client relationships to deliver outstanding planning, consulting, and expertise while managing client expectations.
  • Take ownership of multiple engagements, recognizing the importance of operational efficiency and firm profitability.
  • Generate client invoices and assist with collections for assigned clients.
  • Support the tax team in communicating with clients regarding tax issues and consulting.
  • Utilize accounting principles to analyze financial data and prepare accurate work papers for tax engagements.
  • Aid in tax and financial planning for individuals or businesses.
  • Oversee personal and staff workflow, delegate tasks to team members, and fulfill supervisory responsibilities in line with the firm's policies.

Additional Functions:

  • Exhibit strong time management and organizational skills.
  • Demonstrate industry knowledge and technical expertise.
  • Mentor and supervise staff, and assist in the recruitment and training of tax department personnel.
  • Foster an entrepreneurial mindset towards client service and build strong working relationships with client personnel.
  • Maintain connections with peers, develop a network of business contacts, meet with potential clients, and encourage referrals.
  • Participate in professional development and training sessions to stay current with regulatory and industry changes and fulfill individual CPE requirements.
  • Perform other duties as assigned.

Job Qualifications:

  • Bachelor's degree in accounting or a related field.
  • CPA certification or EA preferred, or in the process of obtaining.
  • A minimum of 3+ years of recent relevant public accounting, tax, and review experience (experience with trusts is a plus).
  • At least 1+ years of management experience with the capability to lead and develop professional staff.
  • Proficiency in utilizing computers and tax software programs (Thomson Reuters software, UltraTax, QuickBooks, etc. preferred).
  • Ability to manage multiple client engagements and prioritize tasks effectively.


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