Senior Tax Specialist & Client Advisory Lead

Oath; United States; Sur place; USD 90 000 - 140 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision insurance

401(k) with employer matching

Collaborative culture focused ongrowth

Résumé du poste

Oath is seeking an experienced Tax Specialist or CPA to combine tax expertise with client service and entrepreneurial leadership.

You will work directly with clients to prepare and review returns, lead meetings, and guide tax planning and filing while shaping in-house tax processes.

This role offers ownership, a collaborative team, and the opportunity to grow with a growing national practice.

Qualifications

• CPA license preferred; significant tax preparation and public accounting experience.
• 3–5+ years of experience in tax preparation, public accounting, or a related tax-focused role.
• Strong knowledge of individual and business taxation and applicable federal and state tax requirements.
• Excellent client-facing and relationship-management skills.

Responsabilités

• Prepare, review, and file accurate individual, business, fiduciary, and other applicable tax returns.
• Provide tax preparation and compliance services while identifying opportunities for tax planning and strategic advice.
• Meet directly with clients to understand their financial and tax situations, answer questions, and provide clear recommendations.
• Lead client engagements from initial consultation through preparation, review, filing, and follow-up.
• Develop strong, long-term relationships with clients and serve as a trusted point of contact for their tax needs.
• Communicate complex tax concepts in a clear, practical, and understandable manner.
• Research tax issues and stay current on federal, state, and local tax laws and filing requirements.
• Identify potential tax planning opportunities and coordinate with other professionals, including attorneys and financial advisors, when appropriate.
• Ensure client returns and engagements are completed accurately, professionally, and within applicable deadlines.

Connaissances

CPA license

Public accounting

Tax expertise

Client relations

Communication

Formation

Certified Public Accountant (CPA)

Description du poste

Oath is seeking an experienced Tax Specialist or CPA to combine tax expertise with client service and entrepreneurial leadership.

You will work directly with clients to prepare and review returns, lead meetings, and guide tax planning and filing while shaping in-house tax processes.

This role offers ownership, a collaborative team, and the opportunity to grow with a growing national practice.