Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: - Bachelor Degree Required Fields of Study: - Accounting, Finance Minimum Years of Experience: - 4 year(s) Certification(s) Required: - CPA, Enrolled Agent or Member of the Bar. Preferred Qualifications: Degree Preferred: - Master Degree; Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success as a team leader: - Demonstrating understanding of Partnership K-1 income, state tax credits, composite returns, Schedules A,B,C,D, E and year end planning; - Leveraging a network of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals within a global network of professional services firms; - Managing and performing individual tax compliance/reviews and planning for executives, preferably for a global network of professional services firms; - Utilizing firm-issued technologies, e.g., Microsoft Office (Word, Excel PowerPoint, SharePoint, etc), Google at Work (Docs, Sheets, Slides, Drive), etc.; - Leveraging technical skills with reviewing individual tax returns and tax planning for partners within a firm or executives, especially identifying and addressing client tax issues; Identifying a broad range of planning issues that are applicable to the partner and directing them to the appropriate internal resources for assistance; - Leading and collaborating with team members virtually, including managing and supporting the work/life balance of the team; - Building and maintaining trusted client relationships at the executive level; - Managing a team by leading teams to create an atmosphere of trust; - Seeking diverse views to encourage improvement and innovation; - Coaching staff, including providing timely meaningful written and verbal feedback; - Utilizing project management and communication skills, including managing resource requirements, project workflow, budgets; - Preparing, coordinating, reviewing and presenting complex written and verbal materials; - Working within various tax preparation software and online tax organizers, especially leading executives to understand and use various proprietary software and websites; - Researching complex individual tax issues; - Leading on-going change and leveraging new technology; - Demonstrating success as tax technical business advisor, including developing new relationships; - Demonstrating knowledge of automation & digitization in a professional services environment; - Innovating through new and existing technologies and experimenting with digitization solutions; - Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, - Utilizing digitization tools to reduce hours and optimize engagements.