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Description

Lead, Influence, and Step into a Succession Opportunity

A well-established and growing tax and advisory firm is seeking a highly experienced Tax Accounting Leader to step into a succession-focused role designed to support the long-term continuity of the firm. This position is intended for an experienced Tax Accountant who is ready to assume increasing responsibility, work closely with ownership, and ultimately pursue partnership and firm leadership.

This role goes beyond traditional senior accounting responsibilities. It offers a clear pathway to ownership succession, making it an excellent opportunity for someone seeking a lasting home and the ability to shape the future of a practice.

Role Overview

You will take ownership of complex tax engagements, serve as a primary advisor to key clients, and work directly with firm leadership as part of a planned succession strategy. Over time, you will assume expanded leadership responsibilities with the opportunity to achieve partnership at the firm.

Key Responsibilities

+ Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, trusts, and other entities

+ Act as a trusted advisor to clients through strategic tax planning and year-round consultation

+ Manage IRS, FTB, and other taxing authority correspondence and resolutions

+ Oversee additional compliance filings including sales/use tax and business property tax

+ Maintain accurate and organized client documentation in line with firm standards

+ Drive process improvements, workflow efficiencies, and practice development initiatives

+ Mentor and support staff as part of leadership succession planning

Requirements

Requirements:

+ Active CPA license required

+ Bachelor’s degree in Accounting

+ 12+ years of tax preparation experience, including at least 3 years in a senior or supervisory role

+ Strong technical expertise in tax compliance and planning across a wide range of entity types

+ Demonstrated ability to independently manage client relationships

+ Proficiency with tax preparation software and Microsoft Office QuickBooks experience preferred

+ Commitment to integrity, confidentiality, and excellence Interested in a long-term leadership role with partnership potential

+ Comfortable stepping into a succession path for firm ownership

+ Strong communicator with a client-first mindset

+ Analytical, detail-oriented, and solutions-oriented

+ Collaborative leader who supports team growth and development

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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