About this role
What You'll Do
• Serve as a key liaison between partners, clients, staff, and internal teams throughout all phases of tax engagements.
• Lead and manage multiple tax engagements with a focus on high-quality client service, technical accuracy, and timely delivery.
• Review complex tax returns and related workpapers across a variety of client types, industries, and tax matters.
• Research and apply technical tax guidance related to federal, state, local, and compliance matters.
• Serve as a primary client contact and manage tax-related communication with clients and their outside advisors.
• Identify planning opportunities and provide practical recommendations that help clients address tax, business, and compliance needs.
• Coordinate engagement workflow, delegate work effectively, and collaborate with team members to keep projects moving forward.
• Monitor tax law changes and evaluate how new guidance may impact clients, engagements, and planning strategies.
• Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
• Contribute to staff development by coaching, mentoring, sharing technical knowledge, and providing regular feedback.
• Participate in business development by building relationships, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
• A large variety of client industries, allowing for diverse day‑to‑day tax projects
• Opportunities to build close, trusted relationships with clients
• An open environment that encourages new ideas and innovative methodologies
• Ongoing professional development and continuing education programs
• Access to multiple niche service and industry teams aligned with your interests
• A supportive, collaborative team environment
• A flexible work environment designed to support your professional and personal goals
• Opportunities for community involvement and impact
What You Bring
• Strong technical and analytical skills across a broad range of tax matters.
• Ability to manage multiple engagements, deadlines, and competing priorities in a fast-paced environment.
• A relationship-focused mindset with a commitment to delivering thoughtful, responsive client service.
• Interest in coaching, mentoring, and developing tax team members through feedback and knowledge sharing.
• Professional, inclusive approach that contributes to a collaborative and positive team culture.
• Willingness to support business development efforts, client relationship growth, and new opportunity identification.
• 7+ years of experience in public accounting, tax consulting, or a similar tax-focused role.
• Demonstrated experience managing tax engagements, reviewing complex returns, and advising clients on tax matters.
• Bachelor's degree in accounting.
• Active CPA license.
• Working knowledge of Microsoft Office and tax preparation software.
Pay
• The anticipated hiring range for this position is $132,200-$171,800 and is dependent on relevant experience, qualifications, and skills.
Benefits
• Comprehensive medical, dental, and vision coverage
• 401K, HSA, and FSA
• Eligibility for an annual performance bonus
• Disability and life assurance
• Generous Paid Time Off and Paid Care Leave
• Additional Programs and resources to support you and your family