Insite US · 18 hours ago
Tax Partner
Jericho, NY
Full-time
Hybrid
Director/Executive
10+ years expInsite US is a well-respected CPA firm seeking to hire a seasoned CPA for a tremendous opportunity to become a partner and lead a thriving practice. The role involves managing a high-volume portfolio of tax clients and mentoring staff while ensuring compliance with tax regulations and client needs.
Staffing & Recruiting
Hiring Manager
Daniel Bryon
Responsibilities
Plan, supervise, and complete engagements, including timing and staff assignments
Lead and mentor Managers, Supervisors, and Staff Accountants, providing feedback and evaluating their progress
Develop and maintain strong client relationships and recognize opportunities to offer additional services
Apply knowledge of current tax issues, regulatory requirements, and industry-specific concerns to advise clients
Review engagement work papers, resolve issues, and keep the partner informed of significant developments
Provide on-the-job training to team members
Assist with administrative functions as assigned by the partners
Qualification
Required
Excellent ability to communicate effectively with business owners, clients, and staff
Positive, proactive, team-oriented mindset with a firm-first approach
Strong experience with tax preparation software (Thomson Reuters UltraTax CS and/or CCH ProSystem FX), Microsoft Office, and Intuit QuickBooks
In-depth understanding of prevailing tax laws and the ability to prepare various tax returns (Individual, Fiduciary, Corporate, Partnership, Sales Tax, Multi-state)
Highly organized and detail-oriented with the ability to manage multiple tasks and client relationships
Bachelor of Science in Accounting, Active New York CPA license, and over 10 years of recent, continuous CPA firm experience
Proven track record as an experienced tax professional with extensive experience in write-ups and sales tax returns
Benefits
Excellent Package
Equity
Company
Insite US
We are the US's acknowledged market-leading public practice consultancy; with the largest team of experienced Consultants and Support staff; the biggest advertiser and the largest database.
Founded in 2015New York, NY, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase