Tax Manager

Job Description

Job Description

We are seeking a tax focused CPA with 5+ years of tax preparation experience. This role requires the candidate to have a genuine interest in developing a comprehensive understanding of our clients’ business and tax environments, as well as providing a proactive year-round tax planning approach.

Our Compensation plan is negotiable. This position will be paid a monthly base with bonuses based on production. We don't have year-round full time tax work but we're looking for a long term year-round employee and great compensation plan. Additionally, our primary focus will be on candidates willing and able to work in an office setting.

A successful team member enjoys working with a wide variety of clients and demonstrates organizational skills, technical skills, and effective communication. You will be in a position to work closely with engagement partners, interact with great clients, and will have opportunities for staff supervision and advancement.

The firm offers competitive benefits, a team-oriented culture, and opportunities for continuing education and professional growth. We strongly believe in maintaining a good work/life balance, while always exceeding our clients’ expectations.  This position will have the opportunity to work closely with our sister company that specializes in investments and financial planning.

Responsibilities:

• Preparation of tax returns of varying types and complexities
• Review imported data for accuracy
• Manage workload to meet service level agreements for each engagement, be able to prioritize work and complete in a timely manner
• Update and complete workpapers and if necessary create missing items list for tax data not received
• Provide mentorship to other tax staff; assist in the growth, development and training of the team

Qualifications:

• Minimum of 5 years’ tax experience in tax preparation, Master of Taxation a plus
• CPA required
• Experienced in preparation and tax planning with partnerships, S-corporations, C-corporations, trusts and high net-worth individuals
• Demonstrates effective written & oral communication skills
• Highly organized with the ability to efficiently manage projects
• Demonstrates excellent team skills, positive attitude, and high ethical standards
• CCH Axcess Tax (Prosystem Tax) software experience will receive higher consideration
• Team oriented, flexible & fun!

We are a company that specializes in Financial Planning and Investment Management but also incorporate our tax knowledge into that equation. Its is the merging of these disciplines that allows us to offer more comprehensive solutions to individuals and families.

Company Description

We are a company that specializes in Financial Planning and Investment Management but also incorporate our tax knowledge into that equation. Its is the merging of these disciplines that allows us to offer more comprehensive solutions to individuals and families.