Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
About the role
- Tax Manager or Director leading tax engagements and consulting on business processes at a top 10 national professional services firm. Requires CPA and 6 years' experience in public accounting.
Responsibilities
- Consult with clients on business processes such as succession and tax planning.
- Lead, schedule, supervise, and review tax engagements.
- Develop and train team members.
- Foster and build opportunities for clients, communities, and people.
- Attend industry-leading events and trainings.
- Perform a range of tax procedures in accordance with the size and complexity of the engagement.
- Review complex individual and corporate tax returns.
Requirements
- Minimum of 6 years of experience serving in a tax role with a public accounting firm.
- Bachelor’s Degree in Accounting, Finance, or a related field.
- CPA is required.
- JD or EA may be accepted in place of CPA certification.
- Must be able to solve issues and confidently bring solutions to the table.
- Experience working with clients to help their businesses succeed strategically.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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