Identifies and properly communicates missing items to prepare return
Utilizes Firm compliance software to maximize efficiency in tax prep process
Collaborates with Principals, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
Delivers high quality federal, state, and international tax compliance services
Leads complex engagements with a team of tax professionals
Manages the engagement including billing, collections, and the budget for projects
Builds and manages client relationships
Ensures/Documents client work and conclusions in the client tax file
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves firm specialists, as appropriate
Tax Consulting
Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of clients’ tax objectives
Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various transactions to the organization
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., compliance, provision, corporate, partnership, state and local, international, structuring, mergers and acquisitions
May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
Other duties as required
Supervisory Responsibilities
Supervises Associates and Senior Associates on all projects
Reviews work prepared by Associates and Senior Associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to Associates and Senior Associates
Schedules and manages workload of Associates and Senior Associates
Provides verbal and written performance feedback to Associates and Senior Associates
Qualifications, Knowledge, Skills, and Abilities
Education
Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred
Master’s Degree in Accounting or Taxation, preferred
Experience
Five (5) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
Prior supervisory experience, required
Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, preferred
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
Possession of other professional degrees or certifications applicable to role, preferred
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
Experience with tax research databases, preferred
Proficient in tax compliance process software, preferred
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
- California Range: $112,000 - $165,000
- Massachusetts Range: $115,000 - $140,000
- Virginia Range: $100,000 - $140,000
