Job Description
Job Description
Job description :
We are a rapidly growing CPA firm committed to providing exceptional financial services to individuals and businesses. Our client base is diverse, and we pride ourselves on building strong, long-term client relationships while ensuring their financial success.
What We're Looking For :
We are seeking a highly experienced and driven Tax Manager who excels in tax review work and has a natural ability to interact effectively with clients.
The ideal candidate will possess the following qualities :
- Strong expertise in reviewing complex tax returns and ensuring compliance with regulations.
- Excellent communication skills, with a knack for building and maintaining strong client relationships.
- Positive outlook with a passion for client success and delivering top-notch service.
- Desire for a long-term opportunity with a firm that values work-life balance.
- Strong time management, multitasking, and organizational skills.
- Ability to manage deadlines and work on multiple projects simultaneously.
- Self-motivated and capable of working independently or in a team environment.
Responsibilities :
Tax Review : Oversee and review tax returns (individual, corporate, partnership, fiduciary) to ensure accuracy and compliance with applicable tax laws.Client Engagement : Build and maintain excellent relationships with clients, serving as their trusted advisor for tax-related inquiries and financial planning.Tax Planning & Advisory : Assist in year-end tax planning, develop strategies to optimize clients’ tax positions, and conduct consultations to discuss tax-saving opportunities.Project Management : Manage tax projects from start to finish, ensuring timely completion and addressing any client concerns.Consultation Meetings : Prepare agendas, review documents, and lead discussions for both annual business consultations and tax planning sessions.Team Leadership : Provide guidance and mentorship to junior staff and collaborate with team members to ensure efficient workflows.Qualifications :
Bachelor’s degree in Accounting, Finance, or a related field.CPA or EA designation preferred.Minimum of 5 years of recent tax experience, including a strong focus on tax review and client-facing roles at a CPA firm.Proficiency in tax software (Lacerte preferred) and Microsoft Office (Excel, Word, Outlook).Experience with QuickBooks or other accounting software is a plus but not required.Strong customer service skills and a passion for client success.Experience working in a remote or virtual office environment.