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Lead Tax Strategist

2 months ago

Burlington, Massachusetts, United States Creative Financial Staffing Full time

Creative Financial Staffing is collaborating with a dynamic Tax firm seeking a Lead Tax Strategist. This role is ideal for individuals aspiring to reach partnership status within a supportive and growth-oriented environment. The firm offers comprehensive tax and accounting solutions to a diverse portfolio of small to mid-sized privately held enterprises.

Key Responsibilities of the Lead Tax Strategist include:

  • Overseeing the preparation and review of partnership, corporate, individual, trust, estate, and non-profit tax filings.
  • Strategizing and coordinating the delivery of tax-related services.
  • Enhancing the firm's visibility through active participation in various business development networking events.
  • Exhibiting an entrepreneurial spirit with a commitment to personal and professional development, while contributing to the firm's growth.

Essential Qualifications:

  • A minimum of 5 years of relevant tax experience.
  • CPA designation is highly preferred, though not mandatory.
  • Excellent written and verbal communication skills.
  • Proficiency in tax compliance software.
  • A strong desire to advance towards a partnership role within the firm.

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