Chief Tax Strategist
6 days ago
At Walter Shuffain, we are a top 200 IPA firm dedicated to excellence in tax management. We seek an experienced and results-driven Chief Tax Strategist who will drive our tax engagements forward with expertise and commitment.
About the Role:
- The successful candidate will oversee multiple client engagements, providing technical guidance and advisory services to private entities and high-profile individuals/families.
- Building strong relationships through exceptional customer service is crucial to this role.
- This individual will serve as the primary point of contact for clients, directly interacting with owners and senior team members.
- Problem-solving skills are essential, along with the ability to recognize potential issues and resolve them through research and consulting on tax services performed.
Key Responsibilities:
- Consulting with clients to provide recommendations on business improvement and process enhancement.
- Servicing client base with thorough knowledge and exposure to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives, and exit strategies.
- Assisting in training programs development and execution.
- Managing budgets, scheduling staff, and workload assignments.
- Preparing timely client billings and assisting with collection efforts.
- Establishing and conducting formal training seminars for staff members.
Requirements:
- Bachelor's or Master's degree in Accounting or Tax.
- At least 6 years of experience as a Tax Manager within a Public Accounting firm.
- Able to lead and manage a team of tax professionals.
- Excellent interpersonal, oral, and written communication skills, analytical and research capabilities.
- Strong knowledge of Tax laws and the ability to communicate effectively with shareholders.
- Able to exercise independent judgment and make sound decisions and recommendations in client-related matters.
Compensation and Benefits:
We offer a competitive salary ranging from $120,000 to $180,000 per year, depending on experience, plus benefits including health insurance, retirement plan matching, and paid time off. The estimated salary range is based on industry standards and location.
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