7+ years public accounting tax experience, CPA, expertise in complex planningAbout UsWe're renowned in the banking and business community for delivering specialized, customized tax solutions our clients can't find elsewhere. We work across traditional accounting and audit alongside non-traditional challenges like financial planning and complex business problem-solving.
The RoleYou'll lead sophisticated tax engagements across diverse industries where your analysis directly impacts client strategy. This is a chance to build your own tax team while managing complex multi-state, international, and real estate work for growing clients.
Job DutiesLead complex tax planning engagements for federal and individual clients across multiple entity typesConduct in-depth tax research on business transactions, financing implications, and multi-state/international complianceOversee complex tax research projects for clients in diverse industries: real estate, non-profits, complex business structuresIdentify tax risks and opportunities for estates, trusts, corporations, and pass-through entitiesSupervise and mentor tax staff on technical matters and client relationshipsWhat You NeedMinimum 7 years at a public accounting firm with deep experience in tax planning and complianceCPA requiredExpertise in complex individual tax planning, estate/trust taxation, multi-state, real estate, and non-profit structuresStrong project management: scheduling, budgeting, client communication