Tax Manager Valley Tax Advisors, LLC

Tax Manager Position

Looking for a strong Tax Manager. Candidates will work from home about four days a week and one day in the office.

Essential Functions and Primary Duties Direct the Individual and Fiduciary Tax Practice

Assist the COO in coordinating all 1040 and 1041 tax preparation staffing assignments at the beginning of tax season and ongoing monitoring of all deadlines and staff workloads on a weekly basis, including resolving logjams in production

Assist the Client Services Coordinator with updating the comprehensive distribution of client materials at the beginning of tax season (engagement letters, multiple tax organizers, etc.), to accommodate our legacy (paper) clients as well as portal clients

Assist the Owner with developing enhanced billing practices that focus both on realization as well as more complete year-round sets of services to individuals (e.g., projections, estate planning, etc.), with implementation in advance of the 2022-23 tax season

Oversee all incoming individual tax communications (portal, fax, phone, mail, delivery) and direct a documentation-driven method for timely service and realization (e.g., calls to the Owner will no longer be routed to the Owner but filtered through a process)

Assist the Owner and COO, prior to the start of the 2022-23 tax season, with evaluating proposed improvements to the tech stack that drives the internal individual tax processes

Develop a thorough, timely, documentation-driven system with the handling of all tax notices and examinations (currently subscribed to Canopy)

Develop streamlined improvements to the individual tax files, paperless since 2013 (e.g., checklists, lead sheets)

Review and sign, as preparer, individual and fiduciary tax returns, sharing sign-off responsibilities with the Owner, and with more difficult matters, sharing in limited preparation responsibilities (Currently using Client Ultra Tax server based)

Engage with individual clients prior to year-end (i.e., month of December) to aggressively promote projections and planning opportunities using our software

Other Responsibilities

To improve staff growth/performance, implement documented review points for tax preparers

Participate in a newly created quarterly and annual staff performance review process

Train and mentor associate staff

Identify practice development/cross-selling opportunities

Qualifications

CPA or EA required

Bachelor's degree in Accounting/Business, graduate education a plus

6-8 years of experience in public accounting

2 years of supervisory experience

Demonstrated research skills on tax issues (we currently subscribe to RIA Checkpoint)

Ability to manage deadlines, work on multiple assignments and prioritize as necessary

Demonstrated ability to communicate verbally and in writing, internally and externally

Proficient use of applicable technology (tech stack Liscio, Karbon, Office 365, Adobe Acrobat DC, QBW and QBO, Zoom, 8X8, Ultra Tax, Right Networks, with more to come)

Benefits

Firm-paid medical, dental, vision for employees, 50% paid for family members

Simple IRA with matching to be implemented mid-year

AFLAC (employee paid) - various insurance coverages

PTO accruing 1?2 day per month; Full Holiday Observances

Vacation Policy that starts with two weeks (no vacation permitted 1/1-4/30)

Firm-provided hardware to facilitate remote work

Participation in various CPE sessions and conferences/webinars

Schedule

Monday to Friday

Firm currently evaluating remote work for the May-December timeframe