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Lead Tax Consultant

2 months ago

Southington, Connecticut, United States Virtual Full time

Join Our Team as a Lead Tax Consultant

A prominent Accounting and Wealth Management firm is looking for a Lead Tax Consultant to enhance our team. With over 50 years of reputable service, we specialize in delivering accounting, tax, and wealth management solutions to a diverse clientele, emphasizing integrity and exceptional client service.

Key Responsibilities:

  • Prepare and review tax returns for individuals, fiduciaries, corporations, and partnerships, ensuring compliance with federal and state regulations.
  • Calculate and prepare estimated tax payments for both personal and business entities.
  • Develop and implement effective tax and financial strategies.
  • Engage with clients and team members to guarantee timely reviews of financial statements, focusing on tax compliance and profit enhancement.
  • Commit to ongoing professional development and stay updated on changes in tax laws and the business landscape.
  • Provide guidance and support to junior staff as needed.
  • Analyze, prepare, and respond to inquiries from the IRS and other tax authorities.

Qualifications:

  • Professional certification required - either Certified Public Accountant (CPA) or Enrolled Agent (EA).
  • A minimum of 5 years of experience in tax return preparation and review.
  • Excellent communication skills and a collaborative approach to teamwork.
  • Proficient in tax software, Microsoft Office Suite, and QuickBooks (both Online and Desktop versions).
  • Ability to thrive in a fast-paced, deadline-driven environment.
  • Outstanding customer service skills with a focus on achieving client satisfaction.