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Lead Tax Strategist

2 months ago

Birmingham, Alabama, United States Jobot Full time
Job Overview

Join our team as a Lead Tax Strategist and influence financial excellence.


This opportunity is hosted by Jobot.


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

About Us:

We are a vibrant and client-centric firm renowned for our dedication to exceptional service and outstanding client retention. For over 65 years, we have committed ourselves to guiding closely held enterprises and affluent individuals towards growth, treating our clients' businesses as our own and investing in the finest resources to achieve optimal outcomes.

Our core principles of Strategic, Experienced, and Connected define our daily conduct, both internally and externally. Join us and play a pivotal role in our firm's future growth, where our employees are as vital as our clients, and recognition is given to the talents and contributions of our team members.

Why Choose Us?

Work-Life Balance:

Achieve an ideal balance between your personal life and career aspirations with our Hybrid Work Model, which offers remote work options and flexible schedules.


Personalized Career Development:
We customize career paths to align with your goals and provide opportunities for ongoing growth and professional advancement.

Compensation and Benefits:
Enjoy a tailored compensation package and benefits that reflect your skills and experience.

Advanced Technology:
Stay at the forefront of professional standards and technology with access to state-of-the-art hardware and software.

Training and Growth:
Engage in training and continuous improvement programs to enhance your expertise and knowledge.

Key Responsibilities

Final Review:

Conduct thorough reviews of business clients' tax returns and those of high-income and high-net-worth individuals to ensure precision and compliance.


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

Tax Strategy:
Identify and implement tax planning strategies for clients, contributing to their financial success.
Client Relations:
Manage client expectations, assist with tax-related inquiries, and offer expert guidance.

Compliance and Development:
Uphold the highest ethical standards and confidentiality while continually 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 tax
  • Self-motivated and adept at problem-solving
  • 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 efficient multitasking skills
  • A commitment to continuous improvement and a proactive attitude
  • The ability to see the broader picture to best assist and guide clients

We look forward to discussing this opportunity with you.