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Role Description

This role involves delivering high-quality compliance, planning, and consulting services to internal clients.

• Provide individual tax compliance, planning, and consulting services to internal clients.
• Review complex individual tax returns and all supporting documentation.
• Lead multiple engagements delivering proactive, strategic tax planning.
• Apply new technical developments to complex situations to enhance client service.
• Serve as the primary point of contact for approximately 75 clients.
• Participate in firm-wide learning programs and invest in ongoing professional development.
• Support team development through mentoring, coaching, and knowledge sharing.

Qualifications

• Bachelor’s degree in Accounting, Law, or related business discipline; Master’s or advanced degree preferred.
• CPA or EA required.
• 8+ years of experience in individual tax return review and planning for high-net-worth individuals.
• Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax.
• Experience providing federal tax compliance and consulting services in a professional services environment.
• 2+ years of supervisory, mentoring, or team leadership experience preferred.
• Strong analytical, organizational, project management, and communication skills.
• High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
• Eligibility to work in the U.S. without sponsorship preferred.

Benefits

• Competitive compensation with benefits.

Company Description

• Fully remote within the U.S., with ideal locations on the East Coast or Southeast.
• A supportive, people-first culture committed to development, work/life balance, and team collaboration.
• To grow your tax career in a role offering exceptional flexibility, meaningful client relationships, and long-term upward career trajectory.