Tax and Accounting Manager

Tax and Accounting Manager

Columbus Office - Columbus, GA 31904; Durham Office - Durham, NC 27713; Atlanta Office - Atlanta, GA 30316

Overview

Level Management Position Type Full Time Education Level 4 Year Degree Category Accounting

Description

Who We Are

At McConnell Jones, we aim to be a catalyst for positive growth fostering an environment where unique perspectives come together to enhance client solutions. As the largest majority African American-owned and controlled public accounting firm in the U.S., we pride ourselves on the quality of our work, the tenure of our clients, and our own diversity—nearly two-thirds of our people are from an ethnically diverse background. The diversity of our people empowers the diversity of our client solutions, as captured by the firm's tagline, Diverse Thinking | Unique Perspectives.

Our Mission: To foster an environment where unique perspectives come together to enhance client solutions.

Our Vision: To be a catalyst for positive growth through the power of diverse thinking.

Our Values: Creativity, Inclusion, Transparency, Accountability

Weekly in-office expectation: 3+ days. Position can be based in our offices in Columbus or Atlanta, GA or in Durham, NC.

What You Will Do

This role is ideal for a CPA with a strong background in tax compliance, financial reporting, and client advisory services. You will be responsible for managing complex tax and accounting projects, reviewing staff work, and serving as a trusted advisor to clients across various industries. As a leader in our firm, you will help shape the development of junior staff while contributing to the firm's commitment to excellence, inclusion, and innovation. Join us in an environment where diverse thinking drives exceptional results.

• Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up/financial statement work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, gift, multi-state and TX franchise).
• Review and manage financial statements for Corporations, Not-for-Profit entities, Partnerships, and Individuals, including work-papers, accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
• Complete tax and business planning meetings with clients on various related matters.
• Manage and monitor client deliverables and due dates.
• Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.
• Prepare complex U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memorandum outlining findings and conclusions.
• Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquiries, and tax notices.
• Delegate projects to staff who can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various accounting and tax matters.
• Communicate with financial institutions on various accounting and tax matters related to the client's needs.
• Lead department in knowledge of software, processes, and workflows.
• Coordinate and assist with employee training for new hires and ongoing employee training.
• Engage in consulting and special projects as requested by Management and Clients.
• Take direction from, and report to, the Partners and Directors of the accounting and tax departments.
• As part of our compliance program, all team members are required to follow industry leading data and system security practices.

Qualifications

What You Will Need

• CPA license required, with current license.
• Bachelor's or Master's degree in accounting or other major with tax and accounting (through intermediate) course work completed.
• Minimum of 5 years of experience preparing financial statements and all types of tax returns with a public CPA firm or private company.
• Minimum of 2 years reviewing financial statements and all types of tax returns with a public CPA firm or private company.
• Great oral and written communication skills.
• Great time management, organizational, and presentation skills.
• Proficient in Microsoft Office and Adobe software.
• Proficient in tax preparation and planning software (ie..UltraTax, CCH Tax).
• Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.

What We Offer

• Hybrid and remote (determined by position) work arrangements available.
• Stipend reimbursement for home office equipment, cell phone and home internet.
• Paid Time Off (PTO) is awarded each pay period.
• 11 paid company holidays with 3 floating.
• Medical plan with HSA employer contribution, Dental, Vision available 1st of the month after start date.
• Company paid Long Term Disability.
• Company paid Life Insurance.
• Paid Parental Leave.
• 401k with company match up to 4% and 100% vested from day one.
• CPA and professional license & certification bonus.
• CPA exam review benefit with Becker CPA.
• Certification Reimbursement for CPA, CIA, CFE, CISA.
• CPE paid for 40 hours per year.
• Paid Volunteer Time Off.
• Fitness center available to Houston office employees.
• Employee Referral bonus opportunities from $1,000 to $5,000 per hired referral.
• We are committed to helping you thrive. Our wellness programs offer comprehensive tools, resources, and support to ensure you can be your best self.

Equal Employment Opportunity Statement:

McConnell & Jones is an equal opportunity and affirmative action employer that does not discriminate in employment and ensures equal employment opportunity for all persons regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran. McConnell & Jones policy applies to all terms and conditions of employment. To achieve our goal of equal opportunity, we maintain an affirmative action program through which we take good faith efforts to recruit, hire and advance in employment-qualified minorities, women, persons with disabilities, Vietnam era veterans, and other protected veterans.