Key Responsibilities
Operational Leadership: Manage a team of tax associates and seniors; oversee the preparation and delivery of high volume returns in peak season and during extensions. Quality & Review: Perform high-level technical reviews of complex returns (including multi-state and international) to ensure accuracy prior to e-filing. Client Management: Serve as the primary point of contact for HNW clients, leading review calls and tax strategy walkthroughs. Workflow Management: Use MIS reporting to monitor team utilization, productivity, and collections; allocate engagements based on team bandwidth and expertise. Strategic Growth: Drive process improvements to reduce turnaround time, support business development through upselling, and manage engagement pricing strategies. Mentorship: Conduct regular performance reviews, technical training sessions, and career coaching to support team succession planning. Technical Expertise Requirements
Candidates must demonstrate hands-on experience in:
Equity & Investments:
Capital gains (Futures/Options), RSUs, ESPP, and ISO/NSO transactions. International Tax: FBAR/FATCA, Form 5471, GILTI, Form 8865, and Streamlined Domestic Offshore Procedures. Real Estate: Rental income (Passive vs. Active/REPS), 1031 exchanges, Cost Segn and Section 121 exclusions. Specific Reporting: Form 8606 (Backdoor Roth), Schedule C (QBI), and AMT/Kiddie Tax calculations. Notice Resolution: Handling Federal/State tax notices and managing amended filings. Required Qualifications
7+ years of experience in U. S. individual taxation within public accounting or a tax outsourcing environment. Enrolled Agent (EA) designation is mandatory. Proven experience managing teams of 10+ people in a high-volume filing setting. Superior communication skills with the ability to explain complex tax concepts to HNW clients.