Certified Public Accountant (CPA) Tax Specialist Lead jobs in United States
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ITR Group · 15 hours ago

Certified Public Accountant (CPA) Tax Specialist Lead

ITR Group is seeking an experienced Certified Public Accountant (CPA) Tax Specialist Lead to enhance their financial operations. The role focuses on guiding accounting strategy, tax planning, and financial forecasting while ensuring accuracy and integrity in financial reporting and compliance.

AnalyticsBusiness IntelligenceInformation TechnologyManagement Consulting
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Senior Management
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Responsibilities

Overseeing budgets
Financial reports
Tax filings
Audits
Fixed asset tracking
Internal controls that form the foundation of a sound financial operation

Qualification

CPA CertifiedTax PreparationFinancial ReportingAuditingGAAPAnalytical SkillsAccounting SoftwareContinuous ImprovementCommunication SkillsIntegrity

Required

CPA Certified
Excellent communication and client facing skills – entrepreneurial mindset
Tax Preparation background (CCH is being used currently for cloud based tax prep & compliance platform)
Bachelor's degree in Accounting or a related field and an active CPA designation
4–7 years of experience at the Senior Accountant
Strong expertise in personal and business tax preparation, financial reporting, auditing, GAAP, and complex tax regulations
Proven analytical skills with the ability to assess risk, uncover opportunities, and make strategic recommendations
Proficiency with accounting software, ERP systems, Microsoft Office, financial modeling, and modern financial tools
Clear, confident communication skills with the ability to translate complex financial data into actionable insights
A strong commitment to integrity, accuracy, continuous improvement, and process excellence

Preferred

Knowledge of the financial services industry is a plus

Benefits

Medical
Dental
401(k)

Company

ITR Group

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ITR Group offers enterprise project management, business intelligence, analytics, data warehousing, and app development services.

Funding

Current Stage
Growth Stage

Leadership Team

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Todd Montpetit
CEO/Founder
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Company data provided by crunchbase