Tax Lead/Tax Manager

Benefits

Pulled from the full job description

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Full job description

Chatterton & Associates is searching for a resilient and analytical Leader for our new Tax Division Leadership position. The right person will be able to think about all of the factors that might affect a situation, spot the relevant patterns and issues, then organize, prioritize and execute the plan. Although, this person's success and tenure will ultimately rely on the ability to collaborate with all levels of the company. This position will be a key role in aligning and unifying the Tax Division with the other organizational divisions. You will have a vital impact on how the Division interacts with clients, team and company by providing a combination of high strategic planning and hands-on work throughout the year.

Summary of Responsibilities

Leadership - Organizational Level

Collaborating with the other Division Leaders

Maintain an awareness of the business and forecast potential problems on the horizon.

Leadership - Team Level

Lead, coach, and review the Tax Division which includes Enrolled Agents, CPA's, Tax Coordinators, and Bookkeepers.

Ensure accurate and timely prepared tax returns from the Tax Preparation Team

Create, execute, and improve systems that are consistent, repeatable, and best utilizes resources to create an amazing client journey throughout the year.

Make sure each team member is in compliance with tax laws and regulations.

Direct Hands-On

Preparing client tax returns, tax projections, and tax reduction plans.

Utilize this experience to improve internal and external systems.

Conduct research on tax laws, communicate with clients, and ensure compliance.

Client Interactions

Provide exceptional client service with immediate response times even during busiest times.

Ensure client journey stays aligned with company goals.

Ideal Candidate

Active CPA or EA --an absolute requirement--

7 years of experience in tax preparation

• Personal returns - required
• Business/Trust returns - highly preferred

2 years of a supervisory role

• 3-7 direct reports (10+ indirect reports)

Experience with tax software - Lacerte preferred

Experience with tax projections and planning

Strong attention to detail and accuracy

Excellent communication and client service skills

Resilient

Job Type: Full-time

Pay: $130,000.00 - $160,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 7 years

Schedule:

• Monday to Friday

Work Location: In person