Tax Principal

Harrison Group, Inc.; Cedar Rapids (IA); In loco; USD 120.000 - 190.000; Tempo pieno

Descrizione del lavoro

Harrison Group, Inc. in Cedar Rapids, IA, seeks an experienced CPA or EA to serve as Tax Principal and General Manager of our growing public accounting practice.

You will lead daily operations, mentor staff, strengthen client relationships, and help shape the firm's future. The ideal candidate brings 6+ years of tax preparation in a public firm, expert knowledge of individual, partnership, S corporation, C corporation, fiduciary, and nonprofit returns, plus proven leadership and business

Competenze

• Active CPA or Enrolled Agent designation required.
• Minimum 6 years of professional tax preparation experience in a public accounting firm.
• Significant experience preparing farm income tax returns a plus.
• Strong knowledge of returns for individuals, partnerships, S corporations, C corporations, fiduciaries and nonprofits.

Mansioni

• Oversee daily operations of the office and staff.
• Supervise, mentor, and support professional and administrative staff.
• Foster a client-focused workplace culture and monitor workflow.
• Prepare complex federal and state tax returns for various entities.
• Review returns for accuracy, conduct tax research, stay current on law changes.
• Meet with clients to discuss tax matters and financial planning opportunities.
• Lead recruiting, hiring, onboarding, and staff development.
• Support ownership with strategic planning and growth initiatives.

Conoscenze

Leadership

Client relations

Time management

Analytical thinking

MS Office proficiency

Formazione

CPA certification

EA designation

Strumenti

UltraTax CS

Onvio

Descrizione del lavoro

We are seeking an experienced Certified Public Accountant (CPA) or Enrolled Agent (EA) to serve as Tax Principal and General Manager of a growing public accounting practice. This leadership role is ideal for an experienced tax professional who enjoys building client relationships, mentoring staff, and helping shape the future of a successful CPA firm.

Responsibilities

• Oversee daily operations of the office
• Supervise, mentor, and support professional and administrative staff
• Foster a positive, collaborative, client-focused workplace culture
• Monitor workflow and ensure projects are completed accurately and on schedule
• Implement and improve office procedures and efficiencies
• Prepare complex federal and state tax returns for individuals, businesses, farms, trusts, and other entities
• Review tax returns prepared by staff for accuracy and compliance
• Conduct tax research and resolve complex tax issues
• Stay current on federal and state tax law changes
• Meet with clients to discuss tax matters and financial planning opportunities
• Develop and maintain long-term client relationships
• Provide proactive tax planning strategies throughout the year
• Respond to client questions and provide exceptional customer service
• Participate in recruiting, interviewing, hiring, and onboarding new employees
• Conduct employee evaluations and provide coaching and professional development
• Assist in establishing performance goals and expectations
• Support staff training and continuing education
• Identify opportunities to expand client relationships and firm services
• Represent the firm within the local business community
• Assist ownership with strategic planning and growth initiatives

Qualifications

• Active CPA or Enrolled Agent (EA) designation required
• Minimum 6 years of professional tax preparation experience in a public accounting firm
• Significant experience preparing farm income tax returns is a plus
• Strong knowledge of individual, partnership, S corporation, C corporation, fiduciary, and nonprofit tax returns
• Excellent communication and client relationship skills
• Proven leadership and team management experience
• Ability to prioritize multiple deadlines in a fast-paced environment
• Experience with UltraTax CS (Thomson Reuters) and Onvio preferred but not required

Required Skills

• Strong leadership and decision-making abilities
• High level of integrity and professionalism
• Excellent organizational and time management skills
• Ability to work independently while leading a team
• Strong analytical and problem-solving skills
• Proficiency with Microsoft Office and accounting software

Preferred Skills

• Experience with UltraTax CS (Thomson Reuters) and Onvio preferred but not required

Pay range and compensation package

Salary + Bonus + Equity (path to ownership)