CPA Tax Manager Job Description Template
Our company is looking for a CPA Tax Manager to join our team.
Responsibilities:
- Ensuring compliance with local and state cannabis regulations and respective taxes;
- Help collect contact information and organize information in a coherent manor;
- Technical tax review and approval of tax returns;
- Working knowledge of U.S. Income Taxes;
- Research local city municipality cannabis ordinance;
- Previous and continuous work experience with the Drake/ProSeries/Thomson Reuters tax software / relevant tax software;
- Act as a liaison between our Clients and the internal company;
- Help our marketing team with content ideas, generate and create new content, etc;
- Assist our Clients with applying for local cannabis licenses;
- Experience with tax preparation of 1040 / 1120S / 1120 / 1065, etc;
- Reaching out to existing and potential Clients;
- Assist with general tax, marketing and branding opportunities;
- Lead a team to ensure that the work is being assigned efficiently and that the team is being optimized and supported;
- Management of the preparation of income tax projections that involve multiple scenarios and analysis;
- Coordination and communication with clients, client personnel and others to obtain information essential to delivering tax services.
Requirements:
- Strong written and verbal communication skills;
- Experience representing clients in controversies before tax and regulatory agencies;
- Strong client-facing and communication skills;
- Commitment to continuous professional skills improvement;
- Solid business and individual tax planning background;
- Proven engagement and staff management skills;
- Managerial/Supervisory Experience;
- Ability to organize and direct staff to deliver quality recommendations within project deadlines;
- Proficiency in use of computer tax preparation, tax research, and tax planning software programs;
- 7+ years of tax/accounting experience;
- Self-starter with the ability to work independently and use good judgment;
- Big 4 experience preferred or Large Public Accounting firm background;
- Public Accounting experience;
- Ability to think outside the box to solve complex problems;
- Must have CPA certification or progress towards CPA.