Senior Tax Strategist
2 weeks ago
Technical Oversight: Conducts comprehensive tax evaluations and authorizations for all tax filings and governmental inquiries of varying complexity.
Subject Matter Expertise: Acts as a leading authority in the field, providing insights and guidance.
Client Service Management: Ensures all client-related tasks are completed within established timelines and budgets.
Leadership in Tax Preparation: Takes full accountability for substantial tax filings and delegates tasks to tax preparers as necessary.
Client Engagement: Actively participates in client discussions and tax strategy initiatives, supporting the A&A Department with significant clientele.
Resource for Staff: Serves as a point of reference for tax preparers and A&A personnel on specific tax-related inquiries.
Client Responsibility: Manages client service obligations for clients directly handled by the Tax Manager or those assigned by the Partner.
Communication: Keeps relevant firm members informed about significant tax developments impacting clients.
Governmental Representation: Oversees and manages governmental tax inquiries; may represent clients before tax authorities.
Staff Development: Maintains awareness of the qualifications of all tax personnel; reviews assignments for suitability.
Training and Mentorship: Aids in the recruitment, performance assessment, and development of training resources, while also instructing in professional growth programs.
Billing and Collections: Ensures accurate and timely billing and collection processes are implemented.
Firm Philosophy: Possesses a thorough understanding of the firm's principles and perspectives on tax matters.
Market Awareness: Stays informed about economic and political trends that may influence tax legislation and the business environment.
Practice Development: Engages in firm growth initiatives through networking with referral sources and participating in community and industry events.
Team Development: Responsible for coaching and training senior, semi-senior, and staff accountants, ensuring they are equipped for their roles.
Performance Reviews: Participates in evaluations and assessments of the tax department.
Travel Requirements: May require occasional travel for client engagements, meetings, and seminars.
Work Hours: May necessitate overtime work throughout the year, with increased hours expected during peak tax season.
QualificationsExperience: 7 to 10 years in public accounting, showcasing a proven track record in tax complexity and research.
Client Representation: At least 2 years of experience representing clients before tax authorities.
Supervisory Experience: Minimum of 1 year overseeing and directing the work of tax preparers.
Educational Background: Bachelor's degree in accounting is required; a Master's degree in taxation is preferred.
Continuing Education: A minimum of 40 hours of ongoing education is required annually to maintain and enhance technical and business acumen.
Licensure: A current and valid CPA license is mandatory, along with good standing membership in the American Institute of CPAs.
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