Job Title:
Tax Professional/Partner $250k

Company: Whitman Transition Advisors

Location: Des Moines, IA

Created: 2024-05-07

Job Type: Full Time

Job Description:

THE FOCUS IS YOUWe are seeking a Tax Partner who possesses strategic vision and a commitment to client service to join our team in Des Moines, IA. As a senior leader within the firm, the Tax Partner will play a pivotal role in determining and formulating policies related to tax services, client engagement, and overall firm operations. Our ideal candidate will plan and oversee operational activities while working collaboratively with executives, managers, and staff to achieve organizational goals.WHAT YOU WILL DORegular duties include:Generating new business annually from prospective and existing clients; participating in client-related planning when neededDirecting and overseeing tax engagement activity and ensuring that quality control procedures are executed on each engagementMaintaining positive client relationships, ensuring top-quality client service, and soliciting client satisfaction feedbackDeveloping, supervising, coaching, and mentoring team members; participating in staffing decisionsCollaborating with members of the executive and management teams to discuss issues, coordinate activities, and resolve problemsKeeping current with industry news and pronouncements from professional and regulatory groups and sharing updates with the team to contribute to staff developmentReviewing reports submitted by staff members to recommend approval or suggest changesPreparing budgets, including those for the funding and implementation of firm programsSoliciting internal experts from across the firm to assist in marketing and selling UHY services to existing clientsParticipating in community, social, business, and professional organizations to generate referral sourcesPromoting the ideals, values, mission, and vision of the firmWHAT WE ARE LOOKING FORSkills/QualificationsExcellent project management, analytical, interpersonal, oral, and written communication skillsSuperior competency in leadership, training, and mentoringProfessionalism, dependability, integrity, and trustworthiness combined with a cooperative attitudeStrategic thinker with capacity to identify the strengths and weaknesses of potential actions and craft alternative solutions, conclusions, or approaches to problemsDedication to superior client serviceHighly motivated self-starter who completes assignments within specified timeframes and budgetsAbility to participate successfully in a sales-based culture with a commitment to expand the tax practiceDemonstrated excellence in advanced technical skillsRespect for diversity, promotion of one-firm team spirit, and commitment to continuously acquire new professional skills and knowledgeEducationBachelor's degree in accounting or related fieldAdvanced degree in accounting or tax is highly desirableExperience10+ years in relevant positionPublic accounting preferredLicense/CertificationActive CPA license is requiredLegal/ComplianceMust complete acknowledgement of Independence Guidelines and Ethical Standards documentGovernment engagements require ability to obtain a security clearance from the United States governmentWHO WE AREReady to DeliverWe take pride in our ability to combine local knowledge with national, regional, and international skills to provide our clients with the best resources possible. We harness the power of our network to empower clients to achieve their goals, and to ensure that we meet or exceed their expectations and objectives. We get to know each client's business inside and out, which gives us a solid understanding of what they need to succeed. Our dedication to delivering top-quality client service guides our every move.A Legacy of Commitment, Growth, and ServiceWe have a wealth of experience spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax, and consulting networks in the world. We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies and we believe that having a strong entrepreneurial mindset is the key to growth.WHAT WE OFFERCulture | Collaborative, team-like atmosphere of a small office with the benefits of a large firmCompensation | Based on the role, credentials, and experienceBenefits | We offer group health insurance, dental, vision, 401K, and PTO