- Comprehensive tax expertise across individual, corporate, partnership, and other entity filings, combining strong tax advisory, planning, compliance, and preparation capabilities with the ability to interpret complex tax laws, develop client-focused strategies, and ensure accurate returns that comply with federal, state, and local requirements.
- Certified Public Accountant (CPA) license strongly preferred; relevant bachelors or master’s degree in Accounting, Taxation, or a related field.
- 10 years or more in high-level public accounting or tax firm experience, including leading engagements and supervising staff.
- Proficiency with tax and accounting software, and comfort working with secure, modern technology platforms. Lacerte experience preferred.
- Strong analytical, organizational, and time-management skills, with attention to detail and the ability to manage multiple deadlines.
- Transparent, client-focused communication skills and a collaborative approach to working with colleagues and clients.