**Principal Duties and Responsibilities:**

- Assist in the development and implementation of tax planning strategies tailored for various clients.

- Prepare written reports as needed for assignments pertaining to tax compliance, consulting, objections, or appeals.

- Contribute to tax mergers and acquisitions assignments, including conducting due diligence, structuring acquisitions, and planning for business sales.

- Handle tax compliance by reviewing personal, corporate, and trust tax returns.

- Research complex tax issues and draft memoranda to address findings for privately held businesses and high-net-worth individuals. - Engage in discussions and correspondence with various tax authorities to clarify clients' positions and understand reasons for assessed amounts.

- Stay up-to-date with tax codes, regulations, and other essential technical information to ensure a thorough understanding.

- Plan, consult on, and implement tax reorganizations and estate plans.

- Create and execute post-mortem tax planning strategies.

- Collaborate with partners, clients, and client counsel to develop and implement effective tax and estate planning strategies.

- Serve as a technical resource for staff, providing guidance and suggestions to resolve technical issues.

- Utilize staff effectively to meet client deliverables on time and within budget.

- Mentor and coach professional staff throughout the year, offering support and development opportunities to further their careers. - Write external publications, blog posts, and various memoranda.

- Participate in firm promotion events to boost awareness of the firm and its services in the market.

- Exhibit complete knowledge of Crowe Soberman's code of conduct and operational policies.

**Qualifications:** - Exceptional technical skills with keen attention to detail, balanced by an ability to grasp overarching concepts.

- Capable of multitasking and thriving in a fast-paced, ever-changing environment.

- Outstanding verbal and written communication skills, with a strong commitment to delivering excellent client service.

- Strong interpersonal skills paired with a willingness to learn and adapt.

- Proven leadership abilities, along with organizational, analytical, and problem-solving skills.

- Able to contribute positively to a team environment while also excelling independently when needed.

**Education and/or Experience:**

University degree. - Completion of an In-Depth Tax Program or a Master's in Taxation.

- Minimum of 6 years of practical experience in public practice, including at least 2 years in a managerial role.

- Proficient in Caseware and Caseview.

- Familiarity with Microsoft Office Applications, including Word, Excel, PowerPoint, SharePoint, and Outlook.

- Experience with tax applications such as Taxprep, CCH Intelliconnect, Taxnet Pro, and Tax Find.

**Key Competencies:**

- Highly organized with the ability to manage multiple projects under tight deadlines.

- Positive attitude and adaptable mindset.

- Innovative problem solver with a strong sense of ethics and professional judgment.

- Excellent interpersonal skills coupled with strong written and verbal communication abilities.

- Committed to providing superior client service.

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