Job Description
About MBW Moore, Beauston & Woodham is a premier, full-service CPA firm with a legacy of success spanning more than three decades. Built on a foundation of “Knowledge in Num6ers®” and a commitment to long-term client loyalty, we bring together technical excellence and a people-first culture. We are proud to have been named a Top Workplace for 7 consecutive years, a reflection of our strong culture, engaged team, and commitment to creating an environment where professionals can thrive. We seek high-achieving individuals who excel in a collaborative, fast-paced environment. In return, we offer an industry-leading benefits package and a workplace culture that actively supports and encourages a healthy work-life balance. Essential Functions Engagement Leadership: Direct the planning, preparation, and complex review of individual and business tax returns, including multi-state and pass-through entities, ensuring total compliance with firm and regulatory standards. Strategic Advisory: Serve as a high-level consultant for clients, providing proactive tax planning, cash flow projections, and sophisticated advisory services tailored to their long-term financial goals. Technical Excellence: Conduct deep-dive research into complex federal and state tax issues, delivering well-documented findings that provide clear, actionable paths for the firm and its clients. Client Relationship Management: Act as a primary firm ambassador, fostering trusted, "white-glove" relationships through responsive communication and high-impact service. Team Development & Mentorship: Champion the professional growth of tax staff by providing active mentorship, technical training, and constructive performance feedback. Operational Oversight: Collaborate with partners to optimize workflow, manage engagement profitability (realization), and strategically allocate resources across the team. Business Development: Identify opportunities for expanded client services and participate in firm-wide growth initiatives and networking. Modern Tax Integration: Leverage advanced tax automation and AI-driven tools to enhance accuracy, streamline review processes, and improve the client experience. Strategic Support: Assist firm leadership with operational and administrative responsibilities, contributing to the firm’s overall vision and excellence. Qualifications Education: Bachelor’s degree in Accounting required; Master’s in Taxation (MST) or Master of Accountancy (MAcc) highly preferred. Certification: Active CPA license (Required). Experience: A minimum of 5–7 years of progressive experience in public accounting, with at least 2 years in a supervisory or management-level role. Leadership Presence: Proven ability to lead and inspire a team in a fast-paced, deadline-oriented environment while maintaining a focus on quality and staff wellness. Advanced Problem Solving: A solution-oriented mindset with the ability to navigate complex business challenges and provide "big picture" strategic recommendations. Communication Mastery: Exceptional verbal and written communication skills, with the ability to translate complex tax concepts into clear advice for professionals at all levels. Tech-Savvy: Proficiency with modern tax software and a commitment to adopting emerging technologies (AI, automation) to improve departmental efficiency. Firm Alignment: A professional who thrives in a collaborative, culture-first environment and is committed to continuous learning and firm-wide excellence. Our Commitment to You While we operate at an elite pace, MBW remains deeply committed to the well-being and growth of our team. We believe that professional excellence is fueled by a supportive, engaging culture. Beyond our comprehensive benefits, we invest in our people through: Firm-Wide Connection: We foster a collaborative environment with regular firm-wide events, from our high-energy MBW Bingo sessions to seasonal team-building activities. Holistic Wellness Challenges: We believe in healthy competition. Our team enjoys regular wellness initiatives, including firm-wide step challenges and friendly inner-office competitions that keep us moving and connected. Work-Life Integration: We support a true "recharge" with Summer Fridays off, allowing you to enjoy the lifestyle that makes our regions unique. Professional & Personal Growth: Continued investment in your journey—from technical mastery and "Knowledge in Num6ers®" to essential leadership and soft-skills training. Traditional Benefits: Competitive 401(k) matching and full Health, Life, AD&D, and Disability insurance. Additional coverage for Dental, Vision, FSA/Dependent Care, and Critical Illness. Generous Paid Time Off and marketing/