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Lead Tax Strategist

2 months ago

Richmond, Virginia, United States Burke & Schindler Full time
Position Overview

Burke & Schindler, a prominent regional firm with a legacy of excellence in business consulting, accounting, taxation, and wealth management, is seeking a dedicated professional. We provide an enriching career path with significant growth opportunities, competitive compensation and benefits, adaptable work arrangements, and a vibrant, supportive workplace culture. Our commitment to empowering our clients and each other fosters a collaborative environment that promotes both individual and firm-wide success.

We are currently looking for a Lead Tax Strategist with a focus on Business Taxation. This role involves overseeing and directing all facets of business tax compliance, strategic tax planning, and related accounting functions. The ideal candidate will possess substantial expertise in Business tax regulations, a strategic approach to problem-solving, and outstanding communication and leadership capabilities.

Key Responsibilities:

  • Act as a trusted advisor to clients, delivering effective solutions tailored to their accounting and tax requirements.
  • Examine tax returns and associated financial documents to ensure precision and adherence to compliance standards for managed projects.
  • Formulate and convey review feedback, recommendations, and necessary adjustments to tax preparers in accordance with compliance protocols.
  • Devise tax planning initiatives, pinpointing opportunities to reduce tax obligations and enhance financial outcomes for clients.
  • Maintain a consultative relationship with clients, serving as the primary contact for their inquiries and concerns.
  • Proactively identify and address client needs that align with firm services, fostering trust and credibility.
  • Engage with tax authorities to collect information for federal, state, and local tax audits as required.
  • Broaden expertise in designated specialties, including industry-specific knowledge and types of tax returns, and serve as a resource for team members.
  • Develop a deep understanding of the business and industry landscape of clients.

Qualifications:

  • Possession of a CPA license.
  • 7-10 years of relevant accounting experience, including a minimum of 2 years in a managerial role.
  • Experience in public accounting with a proven track record of managing multiple client engagements in a dynamic environment.
  • A strong commitment to delivering exceptional client service.

What We Provide:

  • Attractive Compensation Package - including a SIGNING BONUS
  • Flexible Work Schedules and Environment
  • Comprehensive Health and Insurance Benefits
  • Retirement and Savings Plans, including a 401(k) with Employer Contributions
  • Paid Time Off and Company Holidays
  • Support for Professional Development and Training