The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity. What You Will Do: • Guide a team in the preparation of income tax provision (ASC 740) calculations and reporting for public advisory clients • Lead the planning and execution of tax compliance and advisory services for corporations (Forms 1120) • Advise clients on technical financial services U.S. income tax concepts • Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports • Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards • Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions • Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships • Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team • Delegate and oversee project tasks, ensuring timely and successful engagement delivery • Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency • Drive business growth through strategic planning, client retention, and proactive business development • Expand firm visibility and opportunities by representing the firm at industry events and networking forums • Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes • Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities Minimum Qualifications: • Bachelor's Degree in Accounting, Taxation or related field • 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting • Current and valid CPA (Certified Public Accountant) license • Proficiency in Microsoft Office Suite • Ability to work a hybrid schedule, typically averaging three days per week in the assigned office • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays Preferred Qualifications: • Master’s Degree in related field • Deep experience in U.S. GAAP, including ASC 740 and business combinations • 8+ years of tax and accounting experience in the financial services industry, specifically banking institutions • Experience with tax technology platforms (OneSource Tax Provision, Corptax Provision or Longview)