Lead complex passthrough engagements with partners, staff, and clients from planning to delivery.
Focus on partnerships, S corporations, and other flow-through entities; advise on tax planning and
Develop client relationships and guide teams to grow the firm’s passthrough practice.
Build client meetings and presentations; clearly communicate tax concepts.
Monitor engagement profitability: budgets, billing, and client expectations.
Participate in business development and opportunities to attract new clients.

🎯 Requirements

Bachelor’s degree and/or Master’s in Accounting; Active CPA license required.
8+ years of progressive public accounting experience with passthrough tax compliance and consulting
Experience with multi-state tax filings and nexus considerations; leadership and staff development
Proficiency with tax software (e.g., CCH Axcess) and Microsoft Office Suite.
Ability to develop tax planning strategies for clients and oversee complex engagements.

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