Lead Tax Consultant

2 weeks ago


Durham, North Carolina, United States Jobot Full time
Career Advancement + Competitive Compensation + Comprehensive Benefits

This position is hosted by Jobot.

About the Role:
We are seeking a highly skilled Senior Tax Associate to join our reputable CPA firm. This role is ideal for a dedicated professional with a strong background in tax accounting and a commitment to delivering exceptional client service.

About Us:
Our firm is committed to providing outstanding tax and accounting services to a diverse clientele, including individuals and small to medium-sized enterprises. We foster a collaborative environment that emphasizes personalized service and effective solutions tailored to our clients' needs.

Key Responsibilities:
  • Tax Preparation and Review: Accurately prepare and review tax returns for various entities including individuals, partnerships, and corporations.
  • Engagements: Conduct review and compilation engagements with precision.
  • Client Relations: Facilitate tax planning discussions and maintain proactive communication with clients.
  • Bookkeeping Oversight: Supervise and review bookkeeping tasks to ensure accuracy.
  • Payroll Tax Management: Prepare and review quarterly and annual payroll tax filings.
  • Tax Notice Response: Address IRS, state, or county notices on behalf of clients.
  • Staff Development: Mentor and manage junior staff as necessary.
  • Deadline Adherence: Ensure all tasks are completed within established timelines.

Qualifications:
  • Experience: At least 5 years of experience in public accounting with a focus on tax.
  • Education: Bachelor's degree in Accounting or a related discipline is preferred.
  • Certifications: CPA designation is required; Enrolled Agent status is a plus.
  • Technical Proficiency: Familiarity with Thomson Reuters UltraTax, Microsoft Office, and QuickBooks is advantageous.
  • Communication Skills: Excellent interpersonal, oral, and written communication abilities.
  • Work Ethic: Capable of working independently and collaboratively with minimal supervision.
  • Flexibility: Willingness to work extended hours during peak tax seasons.

Interested in learning more about this opportunity?

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