Overview • Provide expert tax compliance and advisory services for diverse client portfolios, ensuring accuracy and adherence to regulations. • Develop and implement tax planning strategies to optimize savings and minimize liabilities for clients. • Collaborate with clients to explain complex tax issues and deliver tailored solutions effectively. • Utilize advanced tax software to streamline processes and enhance workflow efficiency. • Engage in year-end tax projections and planning strategies for individuals and entities. • Contribute to a professional and collaborative environment with opportunities for career advancement. • Maintain compliance with federal, state, and multi-state tax regulations. Key Responsibilities & Duties • Prepare and review complex federal and state tax returns for individuals, partnerships, and corporations. • Handle multi-state tax apportionment, nexus analysis, and composite filings efficiently. • Analyze and compute gains on property sales, including multi-state transaction considerations. • Manage tax basis calculations and ensure accurate reporting across various entities. • Respond to IRS and state tax notices, audits, and amended return filings promptly. • Lead client communications and relationship management, serving as the primary contact. • Review the work of junior staff, providing mentorship and technical guidance. • Engage in proactive tax planning and advisory services to address client needs effectively. Job Requirements • Bachelor of Science (BS) in Accounting or a related field is required. • Minimum of 5 years of public accounting tax experience; 7 years preferred. • Strong knowledge of federal and state taxation regulations, including multi-state considerations. • Proficiency in advanced tax software and tax computation methods. • CPA certification preferred or actively pursuing CPA designation. • Experience with multi-state taxation, PTET, and entity structures is highly desirable. • Exceptional analytical, organizational, and communication skills to manage complex engagements. • Ability to independently manage multiple engagements, deadlines, and deliverables efficiently.