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Lead Tax Strategist

2 months ago

Birmingham, Michigan, United States Jobot Full time

Become a pivotal force as a Senior Tax Manager and drive financial excellence
This opportunity is hosted by Jobot.

Salary Range:
$170,000 - $210,000 annually

About Us:
We are a progressive and client-centric firm renowned for our dedication to exceptional service and industry-leading client loyalty.

For over 65 years, we have committed ourselves to guiding closely held enterprises and affluent individuals towards prosperity, treating our clients' businesses as our own and investing in premier resources to achieve optimal outcomes.

Our foundational values of Strategic, Experienced, and Connected influence our daily operations, both internally and externally.

Become an integral part of our firm's future growth, where our employees are as valuable as our clients, and recognition is awarded to the talents and contributions of our team members.


Why Consider This Opportunity?

Work-Life Integration:

Attain an ideal balance between your personal life and professional ambitions with our Hybrid Work Model, which includes remote work options and adaptable schedules.


Personalized Career Advancement:
We customize career trajectories to align with your goals and offer avenues for ongoing development and professional enhancement.

Compensation and Benefits:
Experience a tailored compensation package and benefits that reflect your expertise and experience.

Innovative Technology: Stay ahead of professional standards and technology with access to state-of-the-art hardware and software.

Professional Development:
Engage in training and continuous improvement initiatives to refine your skills and knowledge.

Position Responsibilities

Final Review:

Conduct thorough reviews of tax returns for business clients and high-income individuals to ensure precision and compliance.


Team Collaboration:
Work closely with colleagues to provide our clients with the highest quality service and solutions.

Tax Strategy:
Identify and implement tax strategy opportunities for clients, contributing to their financial well-being.

Client Relations:
Manage client expectations, address their tax-related inquiries, and offer expert advice.

Compliance and Development:
Uphold the highest ethical standards and confidentiality while consistently researching tax updates and supporting internal training initiatives. Additionally, assist the Director of Taxation and Management Team with IRS, State, and Local tax authority audit engagements.

Qualifications:
Licensed CPA
Bachelor's degree in accounting or taxation
Self-motivated and solution-oriented
15+ years of experience in accounting and business tax preparation is preferred
Ability to meet deadlines and prioritize tasks based on client needs
Strong attention to detail and effective multitasking
A commitment to continuous improvement and a proactive mindset
The ability to understand the broader context to best assist and guide clients.