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Date Last Verified
Years of Experience
ProfileTax Shareholder - Quality Control The candidate will focus on Quality Control and Risk Management. will serve as a champion in the evolution of our firm standards and lead Professional Practice Group in supporting the progressive and innovative advancement of Tax Services practice. Update and communicate firm tax policies & ensure compliance. Coordinate and Monitor Processes Around Client Acceptance and Continuance. Manage the annual process to update Tax engagement letter templates including coordination with the relevant Shareholders and other stakeholders. Facilitate responses and action around risk items/claims. Develop and monitor systems involving root cause analysis on material risk items/claims. Serve as a point of consultation for Tax professionals with questions regarding technical and administrative matters. Develop and manage all aspects of a structured Internal Quality Review process, including management of resources. Coordinate with Appropriate Individuals on firm positions on complex technical tax matters. Consult and coordinate concurring reviews and utilization of subject matter experts. Coordinate with and provide tax technical expertise to internal and external Counsel regarding claims or other legal matters involving professional tax services. Coordinate research and analysis of highly technical tax matters as they arise.
Qualification and Experience
A CPA and/or J.D. required; MT or LLM in Taxation preferred. Must have strong technical background and tax research skills. Should have familiarity with Circular 230, AICPA Statements on Standards for Tax Services and other AICPA and professional guidelines and rules. Should have excellent analytical, organizational, writing, and project management skills. Must have strong communication skills and interpersonal skills; Should possess a deep tax technical background and a risk management mindset with a focus on transactional skills, the ability to manage multiple priorities under deadline, a strong work ethic, sound business judgment, and effective communication and organizational skills. Should have ability to travel to firm offices and attend relevant tax practice meetings.
Elliott Davis LLC.
700 East Morehead Street
Charlotte, NC 28202