Tax Manager- Client Advisory, Business Entities, High Net Worth
$120k - $160kCaliber Recruiting Group
This regionally owned accounting firm helps a high number of locally based businesses in multiple industries including logistics, retail, distribution, manufacturing, healthcare, construction, and professional services. Services include Tax prep and Tax review for C-Corps, S-Corps, estates, trusts, and partnerships.
If you are looking for a exciting role with real growth and to work with amazing clients on tax planning and advisory services in a one-on-one environment, reach out and apply to us today. This opportunity provides a partner track as well.
Responsibilities amp; Duties:
-Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work for private and public businesses.
-Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities.
-Managing multiple tax engagements and skilled at both prep as well as review work for business tax returns
-Able to identify what may be wrong with tax returns based on initial reviews and paperwork
-Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees
-Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients
Qualifications:
-Bachelors Degree in accounting or equivalent (Finance, Business, Data analytics)
-4-6 years of public accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role.
-CPA preferred and or CPA in progress and ability to sit for CPA relatively soon
-Enrolled Agent also acceptable with 4-6 years of public accounting experience, (CPA type, accounting, family office, wealth MGT, CFO services firm)
-Experienced in a variety of Tax / accounting software programs including CCH, Pro System, and or other tax planning software (Thompson Reuters)
-Experience with tax prep / review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements
-Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations
Pay and Benefits:
- $120,000-$160,000 salary per year
- P0O, generous Policy
- Medical / Health Insurance employee subsidized
- 401(k) employer match after certain time period
- Dental HMO Plan Employer sponsored
- Full time hours, schedule can vary slightly depending on time of year / tax season
If is this sounds like a great role or you'd simply like to hear more, please reach out to me directly at View email address on us.fitly.work today!
If you are interested in something else, still apply so we can call you- we talk to offices and partners every week, and the jobs we are hiring for can change and get updated quickly. Either way, apply so we can see what you are looking for!
We look forward to connecting with you soon. -Andrew
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