Demo

Tax Professional

Councilor, Buchanan & Mitchell, P.C.
Bethesda, MD Full Time
POSTED ON 2/3/2025
AVAILABLE BEFORE 5/2/2025

Job Description

Job Description

Councilor, Buchanan & Mitchell, P.C. (CBM), an accounting and business advisory firm that serves clients throughout Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking a dedicated senior tax professional with at least three years of public accounting and tax experience to work primarily on compilation / review and tax engagements for our clients.

Remote work / flexible schedule is available.

Essential Functions

  • Manage tax related processes, procedures, and team
  • Prepare personal and corporate tax returns, including more complex cases
  • Review and approve all returns, with the exception of those dealing with specialized issues requiring the expertise of another manager or director
  • Review tax accruals and associated working papers
  • Assume responsibility for the smooth flow of tax returns
  • Act as director-in-charge for a variety of clients, and act as key client for a variety of engagements
  • Bill and discuss fees with clients
  • Prepare BNA projections and become involved in planning for more complex clients
  • Become involved in tax planning for less complex client situations
  • Analyze IRS notices and draft responses
  • Review IRS notice responses prepared by other tax personnel
  • Represent clients before the IRS
  • Communicate tax developments to the firm
  • Perform more complex tax research and review the research projects of others
  • Assist accounting and auditing staff members in client meetings
  • Delegate work to and manage / supervise the work of tax staff, senior tax accountants, and tax supervisors
  • Participate in tax department administrative projects
  • Work with directors to establish standards for the tax staff and evaluate and counsel tax staff members
  • Act as a resource for tax staff, senior tax accountants, tax supervisors, and tax managers
  • Contribute to the client service team by producing quality work with quick turnaround and attentive service
  • Develop a general understanding of the firm's philosophy and tax opinions
  • Establish good working relationships with all directors and staff members
  • Demonstrate initiative, creativity, and imagination

Other Functions

  • Possess time management and organization skills
  • Demonstrate industry expertise
  • Assist with recruitment and training of other tax department personnel
  • Develop an entrepreneurial approach to client service and develop good working relationships with client personnel
  • Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals
  • Write articles and make presentations
  • Develop a broad, general knowledge of economic, political, and business conditions
  • Accept volunteer positions in community organizations
  • Perform other duties as assigned
  • Job Qualifications

  • Bachelor's degree in accounting or another related program
  • Advanced degree (generally a law degree or a master's in taxation) is strongly desired
  • CPA certification
  • At least three years of recent relevant public accounting, tax, and review experience
  • At least two years of management experience and the ability to lead and develop professional staff
  • Proficiency in the use of computers and tax software programs (CCH Suite, including Axcess Practice - Tax, QuickBooks, etc.)
  • Ability to manage multiple client engagements and prioritize work
  • About CBM

    At CBM, it is our goal to hire talented, energetic people who are enthusiastic about what they do. We offer a mentorship program to encourage individuals to grow professionally and develop in their careers. CBM offers today's accounting professionals opportunities for advancement in a fast-paced environment that allows for both professional success and work-life balance.

    CBM offers a diverse, flexible work environment, and we are proud to offer a competitive salary, a comprehensive benefits package, growth opportunities, and a team-oriented environment.

    Company Benefits

  • 401(k) and Profit-Sharing Plan
  • Paid Holidays
  • Paid Time Off
  • Bereavement / Jury Duty Leave
  • Paid Parental Leave
  • FSA / Dependent Care
  • Life Insurance
  • Short and Long-Term Disability
  • Volunteer Community Service Day
  • Healthcare Benefits - medical, dental, vision & other programs
  • Paid Parking & Metro
  • Subsidized Employee Wellness and Fitness Program
  • Mentorship Program - Project Clear Path
  • Professional Training & Development
  • Tuition Reimbursement
  • CPA and Other Certifications Assistance
  • Professional Memberships
  • Business Casual Work Environment
  • Fun Firm Activities
  • CBM is an Equal Opportunity Employer dedicated to diversity and inclusion
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