Sr. Tax Accountant / Consultant
SENIOR TAX ACCOUNTANT / CONSULTANT - Public Accounting
The short story:
Opportunity for a Sr. Tax Accountant / Consultant with depth in small business and high wealth individuals to join a local CPA firm offering a great work environment and work / life balance. Opportunity to grow into Manager / Partner role.
The long story:
The 2023 tax season is winding down and you are getting ready for 2024. Youre researching the impact of tax law changes, and spending time with clients, advising on strategies for the 2024 returns and beyond.
You know how tax season goes with a CPA firm. Maybe you work now in tax for a CPA firm, and thrive on the pace and intensity. Its the "life" stuff that bothers you. Missing your kids school and sports events. A feeling that more is never enough. Too much imbalance is starting to make you think there might be something better, but you dont want to end up in corporate cube-ville either.
There is something better. Keep reading.
THE OPPORTUNITY:
Our client is a small CPA firm in central Ohio focused on small to mid-sized businesses, not-for-profits, and individual business owners. They've been around for over a half century, and their reputation for trust and performance has helped them retain clients for decades.
Several positive events have transpired to create this opportunity, with growth to manager or partner potential in the future.
WHY THIS ONE:
What's different about this one? It's culture and environment. We've helped this firm hire a numerous people over the past 7 years. They are all still there, and give their thoughts:
- "I like that there's no politics here. Everyone is open and honest, no pretenses, and no games."
- "The Managing Partner sits just down the hall, and I see him all the time. His door's always open and I can just walk in and talk about a situation or ask a question."
- "It's a real family-oriented company. If I need to take my kid to the doctor, I can do it and adjust my hours without being made to feel guilty about it."
- "I came from a large firm where it was all about your boss making partner. Here, there are no egos - we all work as a team to help each other."
- "We do all sorts of team and community things, like charity golf outings and helping our not for profit clients with their events and initiatives."
The professionals we have helped them hire love it, and that speaks volumes.
WHAT IT TAKES:
You probably already know what this type of role requires:
- A passion for Tax Accounting and at least 6 years of relevant experience.
- A degree in Accounting, with graduate degree a plus.
- Active CPA status is not required but a plus.
- Experience as a Sr. Tax Accountant, specifically in working with and supporting small businesses and high wealth individuals.
- Experience reviewing returns done by other staff, coaching on complex tax scenarios.
- Strong understanding and experience in tax accounting for partnerships. At least moderate depth in taxation for partnerships is required.
- Familiarity with capital intensive businesses (real estate / construction) is a plus. A good understanding and experience with various forms of partnerships and tax implications.
- You'll be in a client facing role much of the time, so strong interpersonal and client relationship skills are key to success. Experience working with CFOs, Controllers, and other financial executives.
- Adept at common software like UltraTax, Quickbooks, RIA, and Excel.
Benefits and compensation are solid.
Sound like something you'd like to talk about? Let us know by responding to this ad and sending your resume, and we'll follow up.