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Manage complex tax engagements for high-net-worth individuals, closely held businesses, trusts, and families. Responsibilities include tax return review, planning, compliance, wealth preservation strategies, client relationship management, budgeting, regulatory deadline management, staff supervision, and business development. The role requires advanced knowledge of estate, gift, trust, federal, state, and local tax laws, including grantor trust rules, plus CPA licensure and public accounting experience.
Top Skills:
Cch AxcessMicrosoft Office Suite
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Manage complex corporate tax engagements from planning through completion, including consolidated and multistate returns, tax planning, compliance, consulting, M&A support, and ASC 740 matters. Advise clients on tax issues and strategies, oversee deadlines and budgets, review team work, develop staff, and maintain strong client relationships while ensuring accurate regulatory filings.
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Cch AxcessMicrosoft Office Suite
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Leads complex tax planning, compliance, and consulting engagements for high-net-worth individuals, closely held businesses, trusts, and estates. Responsibilities include reviewing tax returns, interpreting federal, state, and local tax laws, managing budgets and deadlines, advising clients, leading meetings, supervising staff, and developing tax strategies. The role also supports client relationship development, engagement profitability, and growth of the firm’s high-net-worth tax practice.
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Cch AxcessMicrosoft Office Suite
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Leads tax consulting and compliance engagements, advises executive-level clients on complex federal, state, and local tax matters, drives business development, manages engagement economics, and mentors tax professionals. Partners with firm leadership on practice growth, market expansion, recruiting, succession planning, and strategic initiatives while maintaining strong client relationships and staying current on tax regulations.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Leads complex passthrough tax engagements for partnerships, S corporations, individuals, businesses, and trusts. Responsibilities include tax return review, planning, compliance, client advising, budgeting, billing, profitability monitoring, team leadership, staff development, presentations, client relationship management, and business development. The role requires an active CPA license, at least eight years of public accounting experience, expertise with Forms 1065 and 1120S, multi-state tax filings, tax software, and Microsoft Office.
Top Skills:
Cch AxcessMicrosoft Office Suite
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Provides tax compliance, consulting, research, planning, and client service for individuals, corporations, partnerships, trusts, and tax-exempt organizations. Reviews tax returns, responds to IRS inquiries, supports complex transactions and international tax matters, participates in client presentations, and mentors tax associates. The role requires strong tax law expertise, analytical ability, organization, communication skills, and public accounting experience.
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Manage and review complex corporate tax engagements for foreign inbound, middle-market, and growth-stage clients. Advise on U.S., federal, state, and international tax compliance, entity structuring, tax planning, M&A, and risk mitigation. Lead engagements, monitor budgets and deadlines, maintain client relationships, support business development, and supervise and mentor tax staff.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Manage complex federal, state, local, and international tax engagements for individuals, corporations, and partnerships. Responsibilities include tax planning, return review, budgeting, compliance, client relationship management, issue analysis, staff supervision, quality control, and deadline management. Develop tax-saving strategies and advise clients on investments, mergers, acquisitions, reorganizations, liquidations, and international tax matters.
Top Skills:
Cch AxcessMicrosoft Office Suite
Other
Manage complex corporate, individual, business, and trust tax engagements from planning through delivery. Review tax returns, advise clients on changing regulations and tax strategies, oversee budgets and profitability, lead client meetings, and develop strong client relationships. Supervise and mentor staff while supporting business development through networking, proposals, and industry events.
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Asc 740Cch AxcessFas 109Microsoft Office Suite
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Lead Sage Intacct implementations and advisory engagements for construction and real estate clients. Manage multiple projects, perform business process analysis, configure Sage Intacct, oversee data conversions and integrations, deliver training, mentor consultants, support pre-sales, and drive system optimization and reporting to improve client financial operations.
Top Skills:
BuildopsProcoreSage Construction ManagementSage IntacctSage Intacct Construction
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