Lead Tax Strategist
2 weeks ago
Position Summary
This is a full-time hybrid opportunity for a Lead Tax Strategist at Leading Light Accountancy, offering flexibility for some remote work. The Lead Tax Strategist will oversee tax planning, compliance, and preparation while ensuring adherence to tax regulations. This role will encompass managing all facets of taxation and delivering strategic tax insights.
Key Qualifications
- Expertise in Tax Planning, Compliance, and Preparation
- In-depth Knowledge of Tax Legislation
- Strong grasp of taxation principles and regulatory frameworks
- Exceptional analytical and problem-solving capabilities
- Meticulous attention to detail and precision in tax documentation
- Ability to work autonomously as well as collaboratively
- CPA certification is mandatory
- Experience with 706(c), Trust & Estate is advantageous
- A minimum of 5 years in a tax management role is essential
- At least 5 years of experience in tax preparation is required
Core Responsibilities
· Prepare and evaluate client tax documentation
· Manage client billing and articulate service descriptions
· Document client information within the time and billing system
· Provide client support and follow-up
· Supervise 1 or 2 tax accountants
· Familiarize with tax software programs and address inquiries
· Remain updated on tax codes and regulatory changes
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