Taxation Team Leader
2 weeks ago
Whalen CPAs, a reputable and forward-thinking CPA firm, has been serving clients since 1945, offering a comprehensive range of Tax, Assurance, and Advisory Services tailored to various sectors.
Our firm prides itself on fostering a talented and dedicated workforce. We attribute the excellence of our services to our supportive and family-oriented workplace culture. Whalen has consistently led the way in promoting work-life balance and providing enhanced benefits long before they became industry standards.
We are currently in search of a Taxation Team Leader who is eager to develop and progress in their career.
Key Responsibilities:
- Oversee and review the preparation of tax returns, ensuring all planning and wrap-up procedures are completed effectively.
- Build and maintain strong client relationships by engaging with key stakeholders to understand their business needs and industry trends.
- Guide, mentor, and train staff and senior associates on engagements, ensuring accuracy and proper documentation of all deliverables.
- Develop engagement plans and strategies for team members, ensuring compliance with all firm standards.
- Assess and refine engagement processes to guarantee projects are executed accurately and efficiently.
- Assist in the overall planning of the department, including project assignments, budget creation, and staffing strategies.
- Monitor and evaluate engagement realization reports and budgets for projects under supervision.
- Address client concerns, assess solutions, and communicate recommendations to clients and firm leadership.
- Supervise technical research conducted by team members, providing summaries of findings as necessary.
- Conduct complex technical research as required.
- Focus on personal and professional development in leadership.
- Participate in the hiring, onboarding, and training initiatives for the department.
- Contribute to special projects aimed at enhancing departmental and firm operations.
- Bachelor's Degree in Accounting is mandatory.
- A minimum of 5 years of experience in a professional services environment is required.
- CPA certification is essential.
- In-depth knowledge of IRS regulations is necessary.
- Experience in conducting complex technical research and deriving conclusions is expected.
- Proficiency in relevant software applications, including Microsoft Office Suite, is required.
- Excellent interpersonal and communication skills are essential.
- Strong analytical and problem-solving abilities are necessary.
- Demonstrated leadership development skills are required.
- Experience in managing engagement teams is essential.
- Commitment to confidentiality and professionalism is a must.
We value intelligence, technical competence, and a human touch in our team members.
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