About Us:
We are a rapidly growing CPA Firm dedicated to providing high-quality financial services to individuals and businesses. Our client base includes a variety of professionals, with a focus on serving the dental industry. We believe in building strong client relationships and are committed to ensuring their financial success.
What We're Looking For:
We are seeking a highly motivated and experienced Senior Tax Manager who is passionate about helping clients navigate complex tax matters. The ideal candidate will possess the following qualities:
- Positive outlook and a commitment to helping others
- Desire for a long-term opportunity with a focus on work-life balance
- Exceptional ability to meet deadlines and handle multiple projects
- Strong time management and multitasking skills
- Self-motivated and capable of working independently or within a team
- Excellent written and verbal communication skills
- Highly organized with strong attention to detail
Responsibilities:
- Preparation of tax returns (individual, corporate, partnership, and fiduciary)
- Preparation of agenda and document compilation for annual business consultation meetings
- Preparation of agenda, document compilation, and creation of tax plans for annual year-end tax planning meetings
- Building and maintaining excellent client relationships, managing projects from start to finish
- Additional duties may include month-end journal entries, financial reports, and general ledger reconciliations
Qualifications:
- Proficiency in Microsoft Office (Excel, Word, & Outlook)
- Experience in Lacerte Tax software is a plus
- Knowledge in QuickBooks or other accounting software is not required but is a plus
- Bachelor's degree
- CPA or EA preferred
- Minimum of 5 years of current tax experience at a local or national CPA firm
- Experience working in a virtual office environment
- Excellent customer service skill
Job Types: Seasonal, Contract
Experience level:
- 5 years
Application Question(s):
- In order to better understand your expectations and ensure a fit for both parties, could you kindly share your hourly rate expectation with us?
Experience:
- Tax experience: 5 years (Preferred)
Work Location: Remote