- Assume responsibility for planning, supervising, and completing engagements
- Review tax returns prepared by other staff
- Plan the timing and assigning of staff to engagements
- Review engagement documentation, resolve technical problems, and keep the partner informed of engagement developments
- Prepare client billings as requested by partners
- Evaluate the performance of staff and senior accountants
- Develop new client contacts and relationships beneficial to the firm
- Market the firm through volunteering, public speaking, and similar activities
- Assist with administrative functions assigned by partners
- Identify opportunities to provide additional services to existing clients
- Lead assigned departments and take responsibility for departmental operations
- Ensure the firm’s policies and procedures are followed
- Understand engagement economics, including budget overruns and profitability
Requirements
- 10+ years of experience working in public accounting / a CPA firm
- Active CPA license required
- 10+ years of tax management experience
- Experience leading tax teams and supervising or managing staff, including performance reviews
- Ability to review 100% of tax returns prepared by other staff and provide final sign-off
- Ability to plan, supervise, budget, bill, and complete tax engagements
- Ability to market the firm through business development and cross-selling of firm services
- Exceptional client service and ability to develop excellent client relationships
- Strong leadership and interpersonal skills
- Analytical skills with attention to detail
- BA in Accounting or MA in Taxation
Core Competencies
Demonstrates extensive experience in tax management and public accounting, with a strong focus on client relationship development, team leadership, and operational oversight. Proficient in planning, supervising, and completing tax engagements while ensuring compliance with firm policies and procedures.
Highest-signal resume keywords
- Active CPA License
- 10+ Years of Tax Management Experience
- Leadership in Tax Teams
- Client Relationship Development
- Engagement Economics Understanding
ATS Optimization Keywords
Hard Skills
- Tax Engagement Planning
- Tax Return Review
- Budgeting
- Billing
- Performance Evaluation
- Cross-Selling Services
- Analytical Skills
- Attention to Detail
Soft Skills
- Exceptional Client Service
- Strong Leadership Skills
- Interpersonal Skills
Certifications & Qualifications
Industry Keywords
- Public Accounting
- Tax Management
- Business Development
- Engagement Documentation
- Departmental Operations