Strategic Tax Leadership Position

3 days ago


Salt Lake, Utah, United States PT&C Group LLC Full time
Job Summary

We are seeking a visionary and strategic leader to oversee our tax operations.

About Us

PT&C Group LLC is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. With 28 offices in 11 States, we offer a unique business model that allows for flexible work arrangements and prioritizes work-life balance.

Salary and Benefits

The successful candidate will be offered a competitive salary range of $150,000 - $250,000 per year, plus annual bonus, commissions for new client growth, paid medical benefits, and 401(k) plan.

Responsibilities
  1. Serve as the firm's leader and manager, overseeing day-to-day activities and developing strategies for growth.
  2. Become the primary point of contact for existing clients and serve as relationship manager for new clients.
  3. Work with the executive team to develop and execute growth initiatives, product offerings, and operational strategies.
  4. Review individual, corporate, partnership, and trust tax returns, assign work, and oversee operations.
  5. Oversee consulting and advisory efforts in the region and lead staff in research, training, and performance.
Requirements
  • 8-15 years of progressive experience preparing and reviewing tax returns.
  • Bachelor's degree required; Master's degree preferred.
  • CPA, JD, LLM, or EA certification required.
  • Demonstrated experience managing staff and client relationships.
  • Excellent communication and attention management skills.
  • Proprietor mentality and work ethic.
  • Entrepreneurial mindset with an interest in strategy and operations.


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