Lewis James Professional

Senior Tax Preparer

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Tax Preparer for a direct hire opportunity with a financial service client.

Responsibilities

  • Interact closely with clients to provide tax planning, consulting, and compliance services
  • Plan, budget, supervise, review and complete multiple client engagements/projects
  • Manage within budgetary and time constraints while providing a high-level of client service
  • Review complex federal and state income tax returns for individuals, trusts, and businesses; consult on complex tax matters
  • Perform and manage tax research projects
  • Work closely with partners on client management, delivery of innovative tax planning as well as practice development and business development activities
  • Keep abreast of latest developments in clients’ industries as well as in tax guidance to anticipate and address client concerns
  • Assist with examinations by tax authorities
  • Understand and manage firm risk on tax services
  • Train, develop, manage, and evaluate staff; assist with attracting, developing, and retaining top talent

Qualifications

  • 10+ years technical tax experience in public accounting (preferably with a local, boutique or regional firm)
  • Bachelor’s degree in Accounting; Master’s degree in Taxation strongly preferred
  • Must be a licensed CPA
  • Proficient in preparation and review of complex income tax returns, research and projections (corporate, partnerships, LLCs, estates, trusts, multi-state and individuals; variety of industries)
  • Strong technical & research skills with ability to identify and propose resolutions to complex income tax issues
  • Significant experience with tax planning & strategy
  • Excellent analytical, judgment and project management skills
  • Proven client interaction and relationship management skills
  • Excellent verbal and written communication skills with a proven ability to develop and maintain client relationships
  • Demonstrated staff management & development skills

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_2429. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_2429. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V