Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role involves overseeing and managing various projects, collaborating with team members, and providing training and mentorship to junior accounting staff. Key responsibilities include reviewing and preparing complex tax returns, offering financial planning services, leading responses to tax authorities, and managing tax assessments and planning strategies. The position requires strong technical tax skills and the ability to build solid client relationships.

Responsibilities

Oversee and manage various projects to ensure client requirements are met.
Collaborate with team members at all levels during client projects.
Supervise and review the work of junior accountants across multiple projects, providing feedback and guidance on their performance.
Provide training and mentorship to junior accounting staff.
Handle the review of complex tax returns for corporations, partnerships, trusts, and individuals across multiple states.
Prepare complex tax returns, including forms 1040, 1041, 1120, and 1065.
Understand estate and trust taxation.
Offer financial planning services to high-net-worth clients, focusing on estate planning, gift strategies, and IRA planning.
Lead the response to tax notices and audits from tax authorities.
Conduct tax research and offer training on various tax-related subjects.
Manage year-end tax assessments, quarterly tax estimates, and develop tax planning strategies.
Directly manage project workflows, client relationships, and a team of accounting professionals.
Provide educational materials and host webinars for clients.

Requirements

3 to 5 years (or more) of experience in public accounting with a focus on managing multiple projects.
CPA certification is highly preferred or required, with a broad knowledge of tax.
Familiarity with CCH Axcess Tax, Engagement, and QuickBooks software.
Ability to work well within a team.
Skills in leadership and staff development.
Strong communication skills.
Capability to solve problems and analyze information effectively.
Excellent organizational and time management skills.

Skills

Technical tax skills
Client relationship building
Leadership
Staff development
Communication
Problem-solving
Information analysis
Organization
Time management

Experience Level

3-5 years of experience in public accounting

Education Level

CPA certification

Benefits

Rewarding experience for employees
Stimulating career environment for employees

About the Company

Serendipity Recruiting is an Equal Opportunity Employer.
Changing client's lives, one candidate at a time.

Equal Opportunity

Serendipity Recruiting is an Equal Opportunity Employer.