Position Overview We are partnering with a Partner Owned CPA firm who are seeking a seasoned tax professional to take ownership of complex tax engagements across diverse entity types, including partnerships, corporations, fiduciaries, tax-exempt organizations, and individuals. This role involves managing all aspects of the tax process-from strategic planning and compliance to leadership and client advisory-within a dynamic and collaborative environment.

Key Responsibilities Tax Compliance & Review:

Oversee and review federal, multistate, and international tax filings for multiple entity types to ensure accuracy and timeliness.

Strategic Tax Planning:

Partner with firm leadership and clients to identify tax-saving opportunities, deliver forward-thinking strategies, and provide guidance on evolving regulations.

Engagement Management:

Coordinate all phases of client engagements, ensuring returns, extensions, and other compliance requirements are completed efficiently and filed by required deadlines.

Team Leadership:

Supervise and mentor accounting staff in the preparation of tax returns, sales tax filings, and monthly, quarterly, and annual closings while fostering professional growth and development.

Audit Representation:

Manage and support tax audits, including drafting responses to notices, coordinating with tax authorities, and maintaining well-organized client documentation.

Tax Research & Analysis:

Conduct research on complex transactions, emerging tax issues, and new legislation to provide informed recommendations and solutions to clients. Qualifications Bachelor's degree in Accounting required; Master's degree in Taxation or a related field preferred. Active CPA license or progress toward CPA certification strongly preferred. Prior experience using ProSystem Tax or OneSource Trust Tax software is advantageous.

Benefits Flexible Work Options:

Enjoy work-life balance through remote, hybrid, and in-office arrangements (availability varies by role).

Competitive Compensation:

Attractive base salary packages that recognize your skills and contributions.

Generous Time Off:

Comprehensive paid vacation, holidays, and sick leave to support your well-being.

Comprehensive Health Coverage:

Medical, dental, and vision insurance plans designed to meet a range of personal and family needs.

Financial Wellness Benefits:

Take advantage of flexible spending accounts (HRA, FSA, and HSA options) to manage healthcare and dependent care expenses.

Wellness & Lifestyle Programs:

Access to employee wellness initiatives promoting physical, emotional, and mental health.

Summer Hours:

Enjoy a flexible summer schedule that allows for a better work-life rhythm during the warmer months.

Retirement Savings:

Employer contributions to a 401(k) plan to help you plan confidently for the future.

Professional Development:

Support for CPA licensure and incentives for earning additional certifications to help advance your career.

Community Involvement:

Opportunities to give back through firm-sponsored volunteer programs and partnerships with charitable organizations. For more information, please reach out to: Jordon.bennett@oliverjames.com Apply Now