Job Description
A Mid-Atlantic accounting and consulting firm This Jobot Job is hosted by: Gene Choi
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Salary: $165,000 - $185,000 per year
A bit about us: We are a leading Mid-Atlantic accounting, tax, and consulting firm that helps businesses and individuals manage, grow, and protect their financial value. With a client-focused approach, we offer tailored solutions across a range of industries, combining deep expertise with personalized service.
Why join us? - Competitive Base Salary!
- 401K, PTO, and excellent benefits!
- Accelerated Career Growth!
- Hybrid (2 days remote)!
Job Details Responsibilities:
- Manage all aspects of client engagements—from planning and execution to final delivery and follow-up.
- Act as the primary point of contact for assigned clients, handling meetings, communications, and strategic tax alignment.
- Review staff-prepared tax lookbacks, resolve issues, and identify opportunities for tax savings.
- Lead and review complex tax projects, ensuring accuracy, compliance, and timely delivery.
- Offer expertise in specialized tax areas such as lookbacks, deferred taxes, and other complex procedures.
- Handle administrative functions including billing, time tracking, and committee participation.
- Attend client check-ins and networking events to strengthen and grow relationships.
- Mentor and train staff, providing both technical guidance and career development support.
- Foster a collaborative, inclusive team environment that reflects the firm’s culture and values.
- Identify opportunities for business development and represent the firm in external settings.
- Contribute to initiatives that enhance client service, internal processes, and overall firm performance.
Qualifications:
- A Bachelor’s degree in Accounting
- Active Certified Public Accountant (CPA) license
- 7+ years of experience in public accounting, with a strong background in tax compliance and planning
- Industry experience in construction, real estate, private equity, or hedge funds
- Advanced proficiency in tax software such as CCH Axcess, GoSystem, ProSystem fx, and planning tools
- Proven ability to lead complex engagements and solve technical tax issues
- Strong leadership skills and a passion for developing high-performing teams
- A collaborative, solution-oriented mindset, and the ability to work independently or as part of a team
- In-depth knowledge of complex tax procedures including lookbacks, deferred revenue, and Section 263A
- Experience with private equity and hedge fund structures, including partnership allocations, carried interest, and related compliance
- Exceptional project management and organizational abilities
- Confident communication skills and a natural ability to build strong relationships
- A commitment to continuous learning, process improvement, and leadership development
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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Job Tags
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