Taxation Specialist

Councilor, Buchanan & Mitchell, P.C. (CBM), a prominent accounting and business advisory firm, is on the lookout for a committed senior tax consultant with a minimum of three years of experience in public accounting and taxation. This role primarily focuses on tax engagements and compilation/review services for our clientele.

We offer options for remote work and flexible scheduling to support work-life balance.

• Oversee tax-related processes and manage the team effectively.
• Prepare and review personal and corporate tax returns, including complex cases.
• Approve all returns, with exceptions for specialized issues requiring additional expertise.
• Review tax accruals and related documentation.
• Ensure the efficient flow of tax return processes.
• Act as the primary contact for various clients and engagements.
• Discuss and bill fees with clients transparently.
• Prepare BNA projections and engage in planning for complex client scenarios.
• Participate in tax planning for simpler client situations.
• Analyze IRS notices and draft appropriate responses.
• Review IRS notice responses crafted by other tax personnel.
• Represent clients in dealings with the IRS.
• Communicate tax developments to the firm effectively.
• Conduct advanced tax research and oversee research projects conducted by others.
• Assist accounting and auditing teams during client meetings.
• Delegate tasks and supervise the work of tax staff, senior tax accountants, and supervisors.
• Engage in administrative projects within the tax department.
• Collaborate with directors to set standards for tax staff and provide guidance.
• Serve as a resource for tax staff and management.
• Contribute to the client service team by delivering high-quality work promptly.
• Foster strong working relationships with all directors and staff members.
• Exhibit initiative, creativity, and resourcefulness.

• Demonstrate excellent time management and organizational skills.
• Showcase industry expertise.
• Assist in the recruitment and training of tax department personnel.
• Adopt an entrepreneurial approach to client service and build rapport with client personnel.
• Maintain professional contacts and develop a network of business relationships.
• Write articles and deliver presentations.
• Stay informed about economic, political, and business conditions.
• Engage in volunteer opportunities within community organizations.
• Perform other duties as assigned.

• Bachelor's degree in accounting or a related field.
• Advanced degree (preferably a law degree or a master's in taxation) is highly desirable.
• CPA certification is required.
• A minimum of three years of relevant public accounting, tax, and review experience.
• At least two years of management experience with the ability to lead and develop staff.
• Proficiency in tax software programs and computer applications.
• Ability to manage multiple client engagements and prioritize tasks effectively.

At CBM, we aim to attract talented and enthusiastic individuals who are passionate about their work. We provide a mentorship program to foster professional growth and career development.

CBM offers opportunities for advancement in a dynamic environment that promotes both professional success and a healthy work-life balance.

We pride ourselves on a diverse and flexible work environment, offering competitive salaries, comprehensive benefits, and a collaborative office culture.