Senior Tax Leader (Director/Partner-Track)

• Responsible for client service and client relations on designated accounts with a white glove level of service.
• Act as Subject Matter Expert within 1-2 tax practice areas.
• Transition existing H2R clients to your book of business as part of succession planning strategy from retiring Partners and leaders within the firm.
• Complete final reviews for deliverables that leave the firm in your specialty area.
• Provide tax consulting support and tax planning to clients as needed at a level of elevated expertise.
• Supervise and develop tax team members by providing regular feedback, coaching and progress evaluations on client engagements.
• Develop new client contacts and relationships beneficial to the firm that drives new business generation.
• Provide strategic input to further H2R growth and new service offerings.
• Complete technical reviews of tax returns and lead top tier client relationships and/or special projects.
• Meet billable hour goal of 1,300-1,400 hours annually.
• Develop proposals for new clients in partnership with other firm leaders.
• Provide input on tax department budgets.
• Partner with Head of BD to build detailed personal marketing plan.

Experience/Role Requirements:

• Minimum of 15 years of experience with progressive tax accounting duties and roles required.
• Minimum of 5 years in a manager-level role or higher required.
• Bachelor’s degree in accounting or another relevant domain required. CPA license required. Advanced education preferred.
• Prior leadership experience in a professional services and/or public accounting environment required.
• Proven track record of delivering excellent client service across key firm accounts required.
• Specialized expertise in 1-2 areas of tax accounting highly preferred.
• Prior experience working with CCH/Axcess products highly preferred.
• Experience and expertise in tax research software highly preferred.