Tax Partner

Our client is a reputable CPA firm ranked in the top 150 in the US. With offices in Ohio, Indiana, and Georgia, they have a strong presence in the Midwest. They have an impressive annual revenue base of over $25 million and employ more than 100 professionals.

Their diverse client base consists of companies in various industries, including Construction & Real Estate, Dealerships, Long-Term Care, Manufacturing & Distribution, Non-Profit Organizations, Professional Services, Technology, and Closely Held Businesses. The firm offers a comprehensive range of compliance services as well as specialty financial and consulting expertise, such as Specialized Tax Projects, Audit and Accounting, Merger and Acquisitions, and Business Valuations.

Due to upcoming retirements, they are currently seeking a Tax Senior to join their team in Cincinnati, OH.

As a Tax Senior, your responsibilities will include, but are not limited to :

• Demonstrating a strong technical knowledge of accounting and reporting standards to research, complete, and review technical areas related to flow‐through entities under 150M, cash taxpayer issues, and C‐Corp under 50M.
• Identifying potential tax risk management issues and proposing solutions through research and collaboration, including governance, tax preparer rules, and AICPA standards requirements.
• Reviewing tax procedures, engagement workpapers, and financial statements.
• Thoroughly reviewing tax workpapers in a timely manner, conducting advanced top-level tax review of returns.
• Demonstrating a systematic approach to practice development and providing value-added services. Building and maintaining strong relationships within the industry.
• Ensuring complete, accurate, and compliant communication with clients, following firm and professional guidelines.
• Overseeing tax technology, processes, procedures, and scheduling.
• Addressing complex technical accounting matters and providing guidance to team members and upper-level client management.
• Ensuring timely completion of assigned tasks and reviewing workflow to monitor progress.
• Coordinating day-to-day tax planning, work, and wrap-up activities within the team.
• Acting as the primary client contact and liaison for complex issues that require resolution. Developing positive relationships with client personnel and ensuring effective communication.
• Supervising, training, and mentoring tax staff.
• Playing a lead role in client and team meetings, contributing new ideas and strategic initiatives.
• Staying updated on technical and industry developments and standards, and evaluating their potential impacts on client engagements.