What are the responsibilities and job description for the Tax Partner position at Insite US?
My Client, a well-respected CPA firm is seeking to hire a seasoned CPA with over 10 years of experience for a tremendous opportunity to become a partner and lead a thriving practice. This role will join their dynamic team in and step into the role of transitioning a retiring partner.
We are seeking an ambitious CPA to take on a high-volume portfolio of write-up and tax clients from a partner who will be retiring in a few years. This is an exceptional opportunity to join a rapidly growing and successful CPA practice.
- Plan, supervise, and complete engagements, including timing and staff assignments.
- Lead and mentor Managers, Supervisors, and Staff Accountants, providing feedback and evaluating their progress.
- Develop and maintain strong client relationships and recognize opportunities to offer additional services.
- Apply knowledge of current tax issues, regulatory requirements, and industry-specific concerns to advise clients.
- Review engagement work papers, resolve issues, and keep the partner informed of significant developments.
- Provide on-the-job training to team members.
- Assist with administrative functions as assigned by the partners.
- Excellent ability to communicate effectively with business owners, clients, and staff.
- Positive, proactive, team-oriented mindset with a firm-first approach.
- Strong experience with tax preparation software (Thomson Reuters UltraTax CS and/or CCH ProSystem FX), Microsoft Office, and Intuit QuickBooks.
- In-depth understanding of prevailing tax laws and the ability to prepare various tax returns (Individual, Fiduciary, Corporate, Partnership, Sales Tax, Multi-state).
- Highly organized and detail-oriented with the ability to manage multiple tasks and client relationships.
- Bachelor of Science in Accounting, Active New York CPA license, and over 10 years of recent, continuous CPA firm experience.
- Proven track record as an experienced tax professional with extensive experience in write-ups and sales tax returns.
Excellent Package and Equity is on offer!
