DUTIES AND RESPONSIBILITES:
- Ensures both that clients comply with all federal state and local tax authorities, while at the same time minimizing their tax and reporting burdens
- Practices hands-on client service delivery
- Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
- Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
- Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results
- Applies general knowledge of multiple tax specialties (i.e. International, PTET, SALT, Estate Planning) for issue identification and resolution
- Recognized as industry expert in specialized field of taxation
- Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance
- Ability to supervise a team
- Reviews work prepared by the team and provide review comments
- Acts as a Mentor to associates, senior associates and managers
- Provides verbal and written performance feedback to associates, senior associates and managers
EDUCATION AND SKILLS:
- Four-year degree in Accounting
- CPA or JD required
- Masters in Taxation is a plus
- LLM in Taxation is a plus
- Ten (10) or more years of prior public accounting experience
- Expertise in pass through entities (LLC’s, LLP’s, S Corporations) is required
- Possession of other professional degrees or certifications applicable to role beneficial
- Strong leadership and management skills
- Superior written and verbal communication skills
- Experience with tax research and planning software
- Capable of effectively developing and maintaining client relationships
- Possess people development and delegation skills, including training/instruction, with a positive attitude
ORBA is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.
This position is not eligible for work visa sponsorship.