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Form of workAbout the Tax Manager position
Like all our positions, this job is fully remote and offers unlimited PTO. This position offers the opportunity to build a tax service line in a vibrant and caring culture that allows you to work with full autonomy. In addition, of course, to great pay and benefits. We are looking for someone who really loves tax and has the desire and ability to help us build an exceptional tax service line. One that stands out from the competition. We have great clients, a wonderful culture, and major ambitions to build a large tax service line that supports our mission of helping our clients achieve financial freedom. Our firm is well established and has always provided tax services, but we are entering a new era of growth and we need a tax expert that will really own the world of tax within our firm.
What You Need to Succeed:
Ability to deliver spectacular client service, with great communication skills
Ability to easily explain difficult concepts
Problem solver
Tech-savvy
Detail-oriented
Self starter
Desire to grow and learn
Certified Public Accountant (Active Status)
5+ years of tax experience
Experience performing and documenting tax research on complex topics
Experience with QuickBooks Online and Intuit ProConnect Tax
Experience supervising others
What Your Day to Day Will Look Like:
Manage all aspects of clients' tax planning, advisory, and return preparation.
Research complex tax subjects
Prepare tax planning and advisory memos for clients on complex tax subjects.
Prepare full written tax plans.
Prepare quarterly updates to tax plans.
Meet with clients.
Review tax returns
Supervise and review senior accountants' work.
Correspond with tax authorities.
Other Job Responsibilities
- Monitor federal and state tax updates.
- Prepare a monthly email tax update for clients.
- Review and update tax work templates.
- Review and update tax organizer templates.
- Develop work paper templates for tax services and related deliverables.
- Develop and document a library of tax strategies.
- Assist with development of tax services packages for business development.
- Assist the CEO with business development strategies for existing tax clients.
- Assist with some bookkeeping work.
