Tax Strategy Leader for Complex, Multi-Entity Engagements

• Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches
• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability
• Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Requirements 8+ years of experience in tax preparation CPA license or eligible Bachelor’s degree in accounting or related field Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance Analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership Full-time commitment and flexibility to work beyond regular hours to meet team deadlines ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills Federal Tax Laws State Tax Laws Local Tax Laws Tax Return Review Transaction Structuring Succession Planning Tax Compliance Technical Research Analytical Problem Solving Project Management Soft Skills Exceptional Communication Organizational Skills Attention to Detail Business Acumen Coaching and Mentoring Certifications & Qualifications CPA License Bachelor’s Degree in Accounting #J-18808-Ljbffr Jobtailor