Lead Tax Consultant

2 weeks ago


New Bedford, Massachusetts, United States Fuller & Company Full time
Job Overview

Position Summary: An outstanding opportunity awaits a skilled and driven CPA or enrolled agent to join a dynamic and expanding firm. The successful candidate will possess a robust background in public accounting, specializing in the preparation of tax returns for individuals, partnerships, corporations, nonprofits, and trusts. As a vital member of our tax division, the Lead Tax Consultant will be tasked with the preparation and review of tax returns, conducting in-depth tax research, and engaging directly with clients.

Primary Duties:

  • Prepare and evaluate intricate tax returns for individuals, partnerships, corporations, nonprofits, and trusts.
  • Perform extensive tax research and analysis to guarantee precision and adherence to current tax legislation and regulations.
  • Establish and nurture strong client relationships through effective communication and tailored service.
  • Collaborate with fellow tax department members to meet client requirements and deliver outstanding service.
  • Remain informed on emerging tax issues, legislative changes, and industry developments to effectively counsel clients and minimize risks.
  • Assist with tax inquiries and notices as necessary.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related discipline is required; CPA certification is preferred.
  • A minimum of 8 years of experience in public accounting with a concentration on tax preparation and planning.
  • Strong technical expertise in individual, partnership, corporate, nonprofit, and trust tax returns, along with tax laws, regulations, and compliance standards.
  • Proficiency in tax software (e.g., CCH, ProSystem fx) and Microsoft Office Suite.
  • Exceptional organizational, analytical, and problem-solving abilities with a sharp attention to detail.
  • Outstanding client service and communication skills, with the capacity to build and sustain strong client relationships.
  • Demonstrated ability to perform effectively in a fast-paced, deadline-oriented environment, both independently and collaboratively.
  • Familiarity with tax planning strategies and techniques to enhance client outcomes.
  • Capability to adapt to evolving regulations and industry trends to provide innovative solutions to client challenges.

Benefits:

  • Competitive salary based on experience; contributors may also have bonus opportunities.
  • Comprehensive benefits package, including health, dental, and HSA options.
  • Retirement savings plan with employer matching contributions.
  • Paid time off and holidays.
  • Opportunities for professional development and support for continuing education.
  • A collaborative work environment with pathways for advancement and growth.


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