Tax Manager

Job Highlights:

Skills - Must Have:

Must have CPA or EA Must have experience as a Tax Manager within public accounting Must be able to work within Cambridge OH or Wheeling WV offices

Ideal Companies to Recruit From:

local mid-market firms

Hiring Status:

Urgently hiring

About this Job:

Job Title and Summary:

Tax Manager: The Tax Manager role is responsible for managing staff, client assignments and projects and delivering a high-quality service. Additional responsibilities include assisting with overseeing office operations and staff, client service activities, quality, reporting, production revenue budget and forecasting; and working in conjunction with the Senior Manager/ Principal on maximizing performance including production revenue maximization, and staff development. This includes coaching, advising, and supporting team members in meeting client and self-development expectations. In addition, the position will be responsible for following and enforcing all firm and staff policies and procedures.

Supervisory Responsibilities:

• Provide effective and respectful leadership to associates through planning of appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance (semi-annual basis), recognition/celebration, coaching, counseling reports and/or discipline; creating career growth opportunities and associate development plans.
• Understand skillsets and capabilities of Associates and monitor and review work products that they prepare and report on performance while articulating coaching notes throughout the process. Duties/Responsibilities:
• Serve as the Tax client service coordinator for appropriate clients.
• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general business activities.
• Manage client needs with respect to tax services and federal and state tax compliance.
• Promote the Firm to clients, business associates and through community events.
• Prepare tax returns and provide detailed review and analysis of tax returns.
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm.
• Reviewing research findings and ensuring conclusions are consistent with firm policies and professional standards.
• Assist with new business development, extended service, and tax issue recognition for existing clients.
• Remain up to date on current tax practices and changes in tax law.

Required Skills/Abilities:

• Expert knowledge of general financial accounting and cost accounting.
• Understanding of and ability to adhere to generally accepted accounting principles.
• Proficient in computer software programs.
• Retain general knowledge regarding FASB and IRC
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software. Education and Experience:
• Bachelor’s degree in Accounting, Finance, or related discipline required.
• Preferred MBA or related degree.
• CPA or EA
• Preferred 7-10 years of related tax experience.
• Preferred 3-5 years of related management experience. Physical Requirements:
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Job Function:

Accounting

Reporting To:

Tax Senior Manager

Job Type:

Full time

Team Size To Manage:

5

Job Location:

City:

Cambridge

Province/State:

Ohio

Country:

United States

Location Type:

head-office

Other Location:

Wheeling West Virginia

Candidate Relocation:

no

Compensation:

Salary From:

85000

Salary To:

140000

Bonus Payment:

About this Company:

Company Name:

Perry & Associates CPAs

Industry:

Accounting

Company Description:

Mid-market Accounting Firm in OH and WV

Culture, Perks and Benefits:

Work Life Balance

Perry’s family culture and our people-first values ensures that each associate achieves the work life balance that works for them.

• Paid Paternity Leave (for all new parents)
• Flexible Work Schedules
• Hybrid Work Options
• Ample Flexible PTO

Compensation and Retirement

Part of Perry’s people-first values is providing fair wages and performance-related income.

• Performance Bonuses
• Travel Incentives

Retirement savings start when you’re young and Perry wants to support our associates in enjoying their golden years.

• 401k with Matching
• Roth Options Also Available

Health and Wellness

• Employee Assistance Program (EAP)
• Life Insurance
• Short Term Disability
• Medical, Vision & Dental Insurance

Professional Development

Development of associates and a growth mindset are guiding principles at Perry. Continuing education, obtaining new certifications, and competency-based development are all utilized to support associates on their professional growth path during their career at Perry.

• CPA & Other Certification Assistance Programs
• Paid Study & Exam Time
• Partial Tuition Reimbursement

Requirements:
- Bachelor's degree in Accounting or related field; CPA certification preferred
- Minimum of 5 years of experience in tax accounting or related role
- Strong knowledge of accounting software, such as Quicken, and proficiency in Microsoft Excel
- Familiarity with GAAP (Generally Accepted Accounting Principles) and financial concepts
- Excellent analytical skills with attention to detail
- Ability to prioritize tasks and meet deadlines in a fast-paced environment
- Strong communication skills, both written and verbal
- Experience in budgeting and financial planning is a plus

We offer competitive compensation packages, including benefits such as medical insurance, retirement plans, and paid time off. Join our team of dedicated professionals and take your career in tax management to the next level!

Note: All positions at our company are paid positions.

Job Type: Full-time

Pay: $85,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid time off
• Parental leave
• Tuition reimbursement
• Unlimited paid time off
• Vision insurance

Experience level:

• 3 years
• 5 years

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• Cambridge, OH: Relocate before starting work (Required)

Work Location: In person