Senior Tax Leader (Director/Partner-Track)
About The Position
H2R CPA is seeking a Senior Tax Leader to join their growing Tax Department. This role is designed for an individual who will enter the firm as either a Director or Non-Equity Partner, with a clear trajectory towards becoming a full Partner. The ideal candidate will have a history of continuous progress and growth in public accounting, possess the ability to manage multiple engagements across various tax domains, deliver exceptional and strategic client service, conduct thorough tax research, resolve complex tax issues, and mentor emerging leaders within the tax department. This leadership position offers the opportunity to significantly influence the strategic direction and future growth of H2R CPA. The role involves acting as a service line leader and subject matter expert in relevant specialty business areas that align with H2R's business portfolio, and playing a crucial part in the firm's succession planning. This is a hybrid role based in the Greater Pittsburgh area, and relocation candidates are encouraged to apply.
Requirements
- Minimum of 15 years of experience with progressive tax accounting duties and roles required.
- Minimum of 5 years in a manager-level role or higher required.
- Bachelor’s degree in accounting or another relevant domain required.
- CPA license required.
- Prior leadership experience in a professional services and/or public accounting environment required.
- Proven track record of delivering excellent client service across key firm accounts required.
Nice To Haves
- Advanced education preferred.
- Specialized expertise in 1-2 areas of tax accounting highly preferred.
- Prior experience working with CCH/Axcess products highly preferred.
- Experience and expertise in tax research software highly preferred.
Responsibilities
- Responsible for client service and client relations on designated accounts with a white glove level of service.
- Act as Subject Matter Expert within 1-2 tax practice areas.
- Transition existing H2R clients to your book of business as part of succession planning strategy from retiring Partners and leaders within the firm.
- Complete final reviews for deliverables that leave the firm in your specialty area.
- Provide tax consulting support and tax planning to clients as needed at a level of elevated expertise.
- Supervise and develop tax team members by providing regular feedback, coaching and progress evaluations on client engagements.
- Develop new client contacts and relationships beneficial to the firm that drives new business generation.
- Provide strategic input to further H2R growth and new service offerings.
- Complete technical reviews of tax returns and lead top tier client relationships and/or special projects.
- Meet billable hour goal of 1,300-1,400 hours annually.
- Develop proposals for new clients in partnership with other firm leaders.
- Provide input on tax department budgets.
- Partner with Head of BD to build detailed personal marketing plan.
Benefits
- Competitive compensation and benefits
- Flexible work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Director
