Tax Strategy Leader (CPA/EA) | Client Planning & Growth

Financeroles · United States

Financeroles in the United States seeks a senior tax professional to lead a public accounting tax practice focusing on federal returns for individuals, fiduciaries, and small businesses. You will guide planning and compliance, mentor associates, and ensure accuracy aligned with client goals.

You will partner with wealth advisors to implement strategies and maintain strong client relationships, acting as a primary contact for planning and compliance needs.