We’re seeking a dynamic, experienced tax professional who thrives in a leadership role and is energized by building client relationships, mentoring teams, and navigating sophisticated tax matters. This is an opportunity to step into a highly visible position, partner directly with firm leadership, and manage a diverse portfolio of complex, high-value engagements.

If you enjoy being the go-to expert, influencing strategy, and making a measurable impact on both clients and staff, this role offers the platform to do exactly that.

Key Responsibilities

• Review and oversee complex tax returns for high-net-worth individuals, partnerships, trusts, estates, joint ventures, noncorporate entities, and multistate filings.
• Lead the preparation and review of sophisticated individual returns, providing strategic income tax and financial planning support.
• Collaborate closely with partners and tax professionals to strengthen client relationships, enhance service delivery, and contribute to business development initiatives.
• Proactively communicate with clients to manage expectations, meet critical deadlines, ensure satisfaction, and guide change initiatives.
• Serve as a trusted advisor by identifying opportunities for operational efficiencies and process improvements.
• Manage multiple concurrent engagements focused on partnership and individual taxation.
• Prepare year-end tax projections and conduct in-depth research across a broad range of technical tax areas.
• Mentor and develop associates by providing technical training, performance feedback, and ongoing professional guidance.
• Deliver clear, confident communication through strong written and verbal presentation skills.

Qualifications

• 5+ years of public accounting experience.
• Broad, in-depth knowledge of tax law, with expertise in areas such as partnerships, high-net-worth individuals, corporations, pass-through entities, estates and gifts, investment advisory, or financial planning.
• Ability to prepare working trial balances and year-end adjusting entries.
• Bachelor’s degree in Accounting, Finance, or a related business discipline.
• CPA certification required.
• Strong technical proficiency in tax preparation, review, compliance, and research.
• Excellent analytical, organizational, communication, and writing skills.
• Proficiency in Excel, Word, and CCH Axcess.
• Proven leadership, mentoring, and relationship-building abilities.

Compensation

Competitive compensation commensurate with experience, along with the opportunity to grow within a collaborative and forward-thinking environment.

Application Instructions

Please send your resume in Word format to:

www.pfssearch.com

furth@pfssearch.com

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond, including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Source ⇲
globalcareershub.com