Job Description: Tax Compliance Manager
We seek to have actively engaged individuals with an ownership mentality to be a part of our team
and accelerate our strategic trajectory.
Responsibilities and expectations for this role include:
• Manages the Tax Compliance function, focusing primarily on tax returns and
notices
• Subject matter expert and firm wide resource for tax knowledge
• Coach and mentor members of the tax department
• Prepare and review tax returns and projections
• Develop and continually improve Tax Compliance processes
• Responsible for training staff and interns on tax return preparation process
• Manage due dates and client expectations for Tax Compliance services
• Capable of trouble shooting compliance and planning issues to proactively manage issues
with the IRS and state tax agencies
Key traits we are seeking for in our next team member:
• Willingness to learn - Our industry changes on a regular basis and a healthy appetite for
knowledge is necessary to be successful.
• Ability to interact with clients - We have a very strong, dynamic relationship with our clients
and all of our staff are expected to be able to interact with clients on a level beyond just
answering technical questions.
• Flexibility - Random things happen in a small office and all staff are expected to help in
whatever way is needed to take care of clients.
• Willingness to speak up when something isn't working
• Attention to and awareness of details
• Professionalism - Clock-punchers need not apply; we do what it takes to get the job done.
• Involvement in a community or professional organization will be expected
We'd love to see a candidate with:
• An active CPA or EA license
• Experience with cloud based tax and accounting software, ideally QuickBooks and UltraTax
• 8-10 years in a tax practice or financial services firm
Our compensation package includes a base salary (commensurate with experience), profit sharing,
retirement plan, health/dental/vision insurance and continuing education.
Salary range 110-150