Senior Tax Consultant

2 weeks ago


Columbus, Ohio, United States Whalen CPAs Full time
Job Overview

Whalen CPAs, a reputable and forward-thinking CPA firm, is seeking a Senior Tax Consultant to enhance our team. With a legacy dating back to 1945, we specialize in Tax, Assurance, and Advisory Services for a diverse clientele across various sectors.

Our firm prides itself on fostering a supportive and family-oriented workplace culture, which we believe directly contributes to the high caliber of work produced by our dedicated staff. We have long been advocates for work-life balance and comprehensive benefits, setting a standard in the industry.

Key Responsibilities:
  • Oversee and review the preparation of tax returns, ensuring all planning and wrap-up procedures are completed.
  • Build and maintain robust relationships with clients by engaging with key stakeholders to gain insights into their business operations and industry trends.
  • Guide, mentor, and train junior staff and senior associates on various engagements, ensuring accuracy and proper documentation of all deliverables.
  • Develop engagement plans and strategies for team members, ensuring compliance with all firm standards.
  • Assess and refine engagement processes to guarantee projects are executed efficiently and accurately.
  • Assist in the overall planning of the department, including project assignments, budget creation, and staffing strategies.
  • Monitor and analyze engagement realization reports and budgets for projects under supervision.
  • Address client concerns, evaluate potential solutions, and communicate effectively with clients and firm leadership.
  • Supervise technical research conducted by team members, providing summaries of findings as necessary.
  • Conduct complex technical research as required.
  • Emphasize professional growth and leadership development.
  • Participate in the recruitment, onboarding, and training initiatives for the department.
  • Contribute to special projects aimed at enhancing departmental and firm-wide operations.
Qualifications:
  • Bachelor's Degree in Accounting is mandatory.
  • A minimum of 5 years of experience in a professional services environment is required.
  • CPA certification is essential.
  • In-depth knowledge of IRS regulations is necessary.
  • Experience in conducting complex technical research and deriving conclusions is required.
  • Proficiency in relevant software applications, including Microsoft Office Suite, is expected.
  • Strong interpersonal and communication skills are essential.
  • Ability to analyze problems and develop effective solutions.
  • Demonstrated leadership capabilities are required.
  • Experience in managing engagement teams is necessary.
  • Commitment to confidentiality and professionalism is crucial.

Whalen CPAs is an equal opportunity employer, committed to diversity and inclusion in the workplace.


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