Review of Corporate (including closely held and S corporations), Partnership, Trust, and Individual tax returns for Family Office and High Net Worth clients and all their related entities
Conduct online tax research
Perform accounting work needed for tax returns
Develop and nurture long-term relationships with clients
Develop solutions for clients and champion the implementation of ideas
Review and confirm assignment objectives, scope, and work plan with client
Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific roles
Anticipate, identify, and resolve complex assignment issues
Seek regular client assessment of assignment progress and overall feedback on performance
Manage teams to ensure profitability in the short and long term
Support the partner team in identifying and promoting the development of new delivery capabilities and channels to satisfy evolving market requirements
Support the partner team in the development and planning of practice unit strategy, objectives, and budgets
Identify and develop new initiatives to increase retention, meet resourcing needs, utilization, and people development
Build on strong coaching skills to mentor key talent
Share and transfer knowledge and skills to the team
Engage in ongoing personal development in line with the competency model
Perform other related duties as assigned
Requirements
Bachelor’s degree in Accounting, Tax, Finance, or a related discipline
Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role
Active CPA license
Demonstrated experience serving Family Office clients, high-net-worth individuals, and related entities (closely held corporations, S corporations, partnerships, and trusts)
Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery
Hands-on experience with tax preparation and review software
Strong project management skills, including budget oversight, resource allocation, and deadline management
Demonstrated ability to coach, mentor, and develop team members
Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals
Strong client service orientation with a proven ability to retain and grow client relationships
Flexibility to work from home while collaborating in person half the time
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