- Advise clients on corporate, partnership, individual and trust and estate tax services
- Help determine tax service objectives, scope and methodology and actively participate in communications with client management to understand the client s business and to identify possible tax solutions
- Oversee the calculation and analysis of tax strategies for clients and assist with delivering to the client
- Manage and review the preparation of corporate, partnership, or individuals, including federal, foreign, state and local tax return, estimated payments and extensions.. Monitor, document and apply the tax laws for US tax return preparation
- Continue to develop relationships with clients, including involvement in networking and business development activities
- Provide clients with in-depth industry knowledge
- Ensure that Tax Seniors and Staff are up to date on current tax practices and changes in tax law
- Provide both leadership (mentoring and coaching)
and supervision to Tax Seniors and Staff
- Identify opportunities for continuous improvement and contribute towards implementing them
Qualifications:
- Bachelors or Master s degree with CPA (US) or CA (ICAI) certification required
- Minimum of 4 years of related experience, primarily in US Taxation
- Previous experience in a public accounting firm preferred
- Minimum of 2 years of supervising and training experience
- Proficient in corporate, partnership and individual taxation
- Prior experience working with large, multi-state, internationally active middle-market clients preferred
- Excellent written and verbal communication and interpersonal skills
- Solid organizational skills required for managing multiple client engagements
- Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)