Chief Taxation Specialist

6 days ago


Wake Forest, North Carolina, United States Care Dynamics, LLC Full time

Exciting Career Opportunity: Chief Taxation Specialist - Private Client Services

We are currently seeking a skilled and experienced professional to fill the position of Chief Taxation Specialist - Private Client Services at Care Dynamics, LLC.

This challenging role offers early access to a prestigious opportunity within a leading accounting and professional consulting firm.

Job Overview:

As a Chief Taxation Specialist in Private Client Services, you will play a crucial role in providing exceptional service to high net worth individuals, executives, and business owners, managing engagements profitably, reviewing client documentation for accuracy, supervising engagement procedures, developing team members, and generating new business and expanding services to existing clients.

Responsibilities:

  • Provide outstanding service to high net worth individuals, executives, and business owners.
  • Demonstrate technical competence in Income tax, Compliance, and Planning.
  • Manage engagements profitably.
  • Review client documentation for accuracy.
  • Supervise engagement procedures.
  • Develop team members.
  • Generate new business and expand services to existing clients.

Requirements:

  • CPA certification.
  • Minimum of 5 years of experience with high net worth individuals, executives, and business owners.
  • Strong leadership and team management skills.

Compensation Package:

A competitive salary range is offered for this position, along with a comprehensive benefits package, retirement savings plan, paid time off and holidays, professional development opportunities, flexible hours and work programs, and employee assistance program.

The estimated annual salary for this position is $120,000 - $180,000, based on industry standards and market rates for similar positions in the Denver, CO; Las Vegas, NV; Kansas City, MO area.


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