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Senior Tax Leader (Director/Partner-Track) - Remote

Posted 16 weeks ago
Finance / Legal
Full Time
USA

Overview

H2R CPA is looking for a Senior Tax Leader, coming into the firm as either a Director or Non-Equity Partner, with a clear path to Partner, within our growing Tax Department.

In Short

  • 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.
  • Complete final reviews for deliverables that leave the firm in your specialty area.
  • Provide tax consulting support and tax planning to clients as needed.
  • Supervise and develop tax team members by providing regular feedback.
  • Develop new client contacts and relationships beneficial to the firm.
  • Provide strategic input to further H2R growth and new service offerings.
  • Complete technical reviews of tax returns and lead top tier client relationships.
  • Meet billable hour goal of 1,300-1,400 hours annually.

Requirements

  • Minimum of 15 years of experience with progressive tax accounting duties required.
  • Minimum of 5 years in a manager-level role or higher required.
  • Bachelor’s degree in accounting or relevant domain required. CPA license required.
  • Prior leadership experience in a professional services environment required.
  • Proven track record of delivering excellent client service 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.

Benefits

  • Competitive compensation and benefits.
  • Flexible work schedule.
  • Professional development opportunities.
  • Relaxed work environment.
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Compass Business Solutions

Compass Business Solutions is a dynamic legal support firm that specializes in providing comprehensive paralegal services, particularly in the area of estate planning. The company is dedicated to assisting attorneys in managing casework, drafting legal documents, and facilitating client communication. With a focus on detail-oriented and skilled professionals, Compass Business Solutions values strong organizational skills and legal knowledge, offering a remote work environment for its team members located in Pennsylvania. The firm is committed to maintaining high standards of compliance and efficiency in legal processes, while also providing competitive benefits and opportunities for professional development.

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