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microsoft office tax planning tax compliance partnership taxation cch axcess📋 Description
- Plan, manage, review, and complete complex passthrough tax engagements.
- Lead engagements from planning to delivery including budgeting and execution.
- Advise on tax planning, structuring, and compliance for clients.
- Develop and maintain strong client relationships and grow the passthrough practice.
- Lead client meetings and present tax concepts clearly and effectively.
- Monitor engagement profitability by managing budgets, billing, and expectations.
🎯 Requirements
- Bachelor's or Master's degree in Accounting.
- Active CPA license required.
- 8+ years of progressive public accounting experience in passthrough tax.
- Experience with partnership and S corporation returns (1065 and 1120S).
- Experience with multi-state tax filings and nexus considerations.
- Proficiency in tax software (e.g., CCH Axcess) and Microsoft Office Suite.
🎁 Benefits
- Training, mentoring, and staff development.
- Entrepreneurial culture with growth opportunities.
- Inclusive firmwide focus on relationships.
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