Lead Tax Strategist

2 weeks ago


Atlanta, Georgia, United States GateSource HR Full time
Job Overview
GateSource HR is seeking a dedicated and experienced Lead Tax Strategist to join our esteemed public accounting firm. With a legacy of excellence, our firm has established itself as a prominent player in the accounting sector, recognized for its commitment to client success and professional growth.

Position Summary
The Lead Tax Strategist will collaborate closely with the Tax Director, overseeing the preparation and meticulous review of intricate tax filings. This role is pivotal in ensuring compliance and optimizing tax strategies for our diverse clientele.

Key Responsibilities
The Lead Tax Strategist will be responsible for:
  • Conducting thorough tax assessments and audits as directed by senior management
  • Preparing comprehensive federal, state, and local tax returns
  • Fostering and nurturing client relationships to enhance service delivery
  • Guaranteeing timely and precise preparation of all tax documents
  • Supporting the Audit Department with larger client engagements
Qualifications
To be considered for this role, candidates must meet the following criteria:
  • 4-7 years of experience in preparing corporate, partnership, individual, and fiduciary tax returns within a public accounting environment
  • A minimum of 1 year of experience in supervising tax preparers
  • Bachelor's degree in Accounting or a related field is required; a Master's degree in Taxation is preferred
  • CPA certification is highly desirable
  • Proficiency in Microsoft Office Suite and relevant tax software
  • A strong client-service orientation
Compensation and Benefits
We offer a competitive compensation package that includes:
  • Attractive salary structure
  • Comprehensive Medical, Vision, and Dental Insurance
  • Generous Paid Time Off policy, including 4 weeks of vacation
  • Traditional and Roth 401(k) options
  • Reimbursement for CPA exam and certification costs
  • Flexible hybrid work schedule
  • Access to mentoring and professional development programs

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