Tax Strategy Leader Complex, Multi-Entity Engagements

• Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures

• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches

• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations

• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service

• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams

• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments

• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability

• Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning

• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success

• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions

• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies

• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections

• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence

• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function

• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership

• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Requirements

• 8+ years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
• Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
• Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
• Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
• Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders
• Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives
• Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines
• High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
• Analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

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Hard Skills

• Federal Tax Laws
• State Tax Laws
• Local Tax Laws
• Tax Return Review
• Transaction Structuring
• Succession Planning
• Tax Compliance
• Technical Research
• Analytical Problem Solving
• Project Management

Soft Skills

• Exceptional Communication
• Organizational Skills
• Attention to Detail
• Business Acumen
• Coaching and Mentoring

Certifications & Qualifications

• CPA License
• Bachelor’s Degree in Accounting