Tax Engagement Lead: Compliance, Planning & Client Advisory

Beasley, Mitchell & Co., LLP; Green Valley (AZ); On-site; USD 95,000 - 125,000; Full time

Job summary

Beasley, Mitchell & Co., LLP in Green Valley, AZ seeks a senior tax professional to oversee review and job management of tax engagements, including compliance, planning and research, while maintaining confidentiality and building strong relationships with clients and executives. You will direct engagements, mentor staff, manage deadlines, and contribute to business development.

The role requires excellent communication and the ability to handle complex tax matters with a proactive, analytical

Qualifications

• Excellent interpersonal, oral, and written communication skills.
• Detail oriented & ability to multi-task; Strong accounting & analytical skills.
• Proficient in Tax software, MS Office or similar software with the ability to learn new or updated software.
• Strong supervisory, training, and mentoring skills.
• Demonstrated time management and organizational skills to meet client and tax compliance deadlines.
• Self-directed and self-motivated work ethic that contributes to the client service team by producing quality work with quick turnaround and attentive service.
• Works with an entrepreneurial approach to client service while building positive working relationships with clientele.

Responsibilities

• Responsible to prepare all tax compliance, help with audits, and respond to tax letters.
• Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
• Effectively leverage available technology and other resources on projects to maximize technical application and holds the engagement team to the same standard.
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with clients to understand the broader impact of current decisions and possible solutions.
• Manage client engagement and technical knowledge in individual taxation, and understating of trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
• Develop and execute a business development plan which includes networking, new client development and client expansion activities.
• Preparing and reviewing complex tax returns; overall project management responsibility.
• Researching complex tax matters.
• Identifying tax problems and developing solutions.

Skills

Interpersonal skills

Detail oriented

Accounting skills

Analytical skills

MS Office skills

Supervisory skills

Time management

Self-motivated

Entrepreneurial approach

Education

Bachelor’s degree in accounting or related field

Tools

Tax software

Job description

Beasley, Mitchell & Co., LLP in Green Valley, AZ seeks a senior tax professional to oversee review and job management of tax engagements, including compliance, planning and research, while maintaining confidentiality and building strong relationships with clients and executives. You will direct engagements, mentor staff, manage deadlines, and contribute to business development.

The role requires excellent communication and the ability to handle complex tax matters with a proactive, analytical