Senior Tax Strategy & Advisory Leader

JC & Company; Columbus (OH); On-site; USD 140,000 - 175,000; Full time

Job summary

JC & Company in Columbus, OH seeks a seasoned tax professional to lead complex planning for high‑net‑worth clients and closely held businesses, and to mentor staff.

You’ll prepare and review forms (1120, 1120S, 1065, 1040, 706, 709), provide proactive tax planning, and serve as the primary client contact.

Requires CPA, a Bachelor’s in Accounting (Master’s preferred), 8+ years in public accounting tax, and hands‑on experience with UltraTax CS, Checkpoint, CoCounsel, Excel and Office.

Qualifications

• CPA required.
• 8+ years of public accounting tax experience.
• Strong background in tax planning for high-net-worth clients and closely held businesses.
• Experience with UltraTax CS, Checkpoint, CoCounsel, Excel, and Office.

Responsibilities

• Prepare and review forms (1120, 1120S, 1065, 1040, 1041, 706, and 709).
• Provide proactive tax planning, including estate, trust, succession, entity structuring, PTET, and exit planning strategies.
• Research complex tax issues and develop planning recommendations.
• Serve as trusted advisor and primary client contact.
• Manage engagements, ensure quality standards, and meet deadlines.
• Mentor and develop tax staff through training and technical guidance.
• Support practice growth through client relationship management and business development.

Skills

CPA

Education

Bachelor's degree in Accounting, Taxation, or related field

Master's degree preferred

Tools

UltraTax CS

Thomson Reuters Checkpoint

CoCounsel

Microsoft Excel

Microsoft Office

Job description

JC & Company in Columbus, OH seeks a seasoned tax professional to lead complex planning for high‑net‑worth clients and closely held businesses, and to mentor staff.

You’ll prepare and review forms (1120, 1120S, 1065, 1040, 706, 709), provide proactive tax planning, and serve as the primary client contact.

Requires CPA, a Bachelor’s in Accounting (Master’s preferred), 8+ years in public accounting tax, and hands‑on experience with UltraTax CS, Checkpoint, CoCounsel, Excel and Office.