Supervising Senior Associate, Business Management Tax Services

About the role

This role involves preparing and reviewing tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities. It includes developing and nurturing long-term relationships with clients, developing solutions for clients, managing groups to ensure profitability, and supporting the partner team in identifying and promoting new delivery capabilities.

Responsibilities

• Preparation and review of Corporate, Partnership, Trust, and Individual tax returns
• Accounting work needed for tax returns
• Develop and nurture long-term relationships with client
• Develop solutions for clients and champion the implementation of ideas
• Review and confirm assignment objectives, scope and work plan with client
• Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
• Anticipate, identify and resolve complex assignment issues
• Seek regular client assessment of assignment progress and overall feedback on performance
• Manage groups to ensure profitability in the short and long term
• Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice unit strategy, objectives, and budget
• Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development
• Build on strong coaching skills to mentor key talent
• Share and transfer knowledge and skills to the team
• Engage in ongoing personal development in line with the competency model
• Perform other related duties as assigned

Requirements

• Bachelor’s degree in Accounting, Tax, Finance, or related field
• Active CPA or EA license required
• Minimum 4 years of U.S. tax consulting/compliance experience in public accounting
• Experience working with a variety of entity types, including partnerships, S-corporations, and high-net-worth individuals
• Proven experience reviewing tax returns and mentoring junior staff
• Ability to manage multiple engagements and meet deadlines in a fast-paced environment
• Strong client service skills, with experience serving as a primary point of contact
• Technical proficiency in tax software (e.g., CCH Axcess, GoSystem, UltraTax)

Preferred Qualifications

• Masters in Taxation
• Experience with Entertainment industry clients