Our client is seeking a highly skilled and motivated individual for a hybrid CPA, Tax Manager/Tax Senior Manager role with their company. This is a unique opportunity that offers a ton of growth potential, including a fast-track to Partner. As a member of our team, you will have the chance to manage client relationships and provide top-quality tax and consulting services, including tax planning, research, estate and gift taxes, business valuation, and consulting.
Key Responsibilities:

• Manage client relationships and serve as the primary point of contact for their tax and consulting needs
• Provide top-quality tax planning, research, and consulting services to clients
• Prepare and review tax returns for small businesses and individuals
• Experience in estate and trust tax is preferred
• Conduct business valuations and provide consulting services to clients
• Work with and manage a team of accountants in a small business setting
• Stay current with tax laws and regulations and ensure compliance for clients
• Train and mentor junior staff members to help them reach their full potential
• Collaborate with other team members to develop and implement strategies for business growth and client retention

Qualifications:

• Active CPA license
• Bachelor's degree in Accounting, Finance, or related field
• 5 years of experience in tax planning, research, and compliance
• Experience with estate and gift taxes and business valuations
• Strong leadership and management skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team environment
• Attention to detail and ability to meet tight deadlines
• Strong analytical and problem-solving skills
• Proficient in tax software and MS Office
• Experience with ProSystem fx Tax and QuickBooks is a plus

They offer a competitive salary and benefits package, as well as a supportive and collaborative work environment. This is a great opportunity for a motivated individual who is looking to take their career to the next level and grow with our company. If you are a self-starter with a passion for tax and consulting, we encourage you to apply for this exciting role.