Responsibilities
- Applying technical skills to perform effective reviews of all types of tax returns, ensuring relevant issues are resolved, exploring planning opportunities, and returns are complete and ready for Principal review
- Providing tax research and consulting services in response to tax return issues, client requests and identifying opportunities
- Managing engagements, including the planning and supervision of the tax return preparation process, coordinating tax consulting projects
- Identifying tax planning & consulting opportunities, including coordination with client's other advisors
- Assuming certain tax and non-tax administrative responsibilities to assist the Principals with the overall management of the Firm
- Conversing directly with clients and their advisors and serving as the primary point of contact
- Proactively communicating with other staff to assist and request status of projects
- Mentoring and participating in training as a team leader
- Thinking proactively about practice development to include opportunities to cross sell to existing clients as well as identifying new clients
Requirements
- CPA or EA
- 5 plus years of progressive CPA firm experience
- Bachelor’s degree required
- Ability to review and provide feedback on tax work prepared by all staff in a professional manner
- Ability to manage own time and the time of others, as well a train and mentor staff
Nice to Have
- Masters in Accounting/Taxation preferred
- International Accounting Knowledge (tax laws for S-Corps, C-Corps, Partnerships and Individuals and foreign informational reporting requirements) preferred
- Knowledge of estates and trusts, multi-state, and consolidated returns
- Understanding of Generally Accepted Accounting Principles (GAAP)
- Experience using UltraTax CS, CCH ProSystems, QuickBooks, and Practice CS preferred
- Microsoft Office proficiency
Work Arrangement
Remote (City/Region)
Team
Team size: over 2,000 professionals. Structure: part of a community including over 30+ offices nationwide and a growing global workforce
Additional Information
- This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.
- We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
- The role is with AbitOs Accountants + Advisors, an independent member of the Crete Professionals Alliance.
- The firm practices as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards.