Tax Manager - Hybrid

Who We Are

At McConnell Jones, we aim to be a catalyst for positive growth fostering an environment where unique perspectives come together to enhance client solutions. As the 2nd largest African American owned CPA firm in the U.S., we pride ourselves on the quality of our work, the tenure of our clients, and our own diversity—nearly two-thirds of our people are from an ethnically diverse background. The diversity of our people empowers the diversity of our client solutions, as captured by the firm’s tagline, Diverse Thinking | Unique Perspectives.

Our Mission: To foster an environment where unique perspectives come together to enhance client solutions.
Our Vision: To be a catalyst for positive growth through the power of diverse thinking.
Our Values: Creativity, Inclusion, Transparency, Accountability

Position based in Houston with hybrid work schedule, two days per week in our corporate offices.

What You Will Do

As a mid-sized well-established CPA firm, you will have the resources you need and the flexibility to apply your past experiences to truly make an impact on our clients. The ideal Tax Manager will have experience in public accounting, managing small teams and enjoy being hands-on. You will work with all entity types, including small businesses and individuals. Come see why we're on the Best Places to Work in Houston for 2 straight years.

Essential Functions

• Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, gift, multi-state and TX franchise).
• Review Compiled financial statements for Corporations, Not-for-Profit entities, Partnerships, and Individuals, including work-papers, accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
• Manage and monitor client deliverables and due dates.
• Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.
• Prepare complex U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memorandum outlining findings and conclusions.
• Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices.
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.
• Lead department in knowledge of software, processes, and workflows.
• Assist with employee training for new hires and ongoing employee training.
• Engage in consulting and special projects as requested by Management and Clients.
• Takes direction and reports to the Partners of the tax department.
• As part of our compliance program, all team members are required to follow industry leading data and system security practices.

Supervisory Responsibilities

• Manage the work of staff and senior associates on projects, personal and professional goals, and career development.
• Supervise staff which includes directing and instructing assistants, where applicable, in performing and reviewing work.
• Assist with preparation on employee evaluations and coaching.
• Coaching staff, evaluating performance, providing on-the-job training, and counseling employees to strengthen knowledge/skills/development.
• Assist with preparation and delivery of technical training for professional staff and acting as an instructor in professional development programs.
• Should work to develop responsible and trained staff by assisting in active recruiting, conducting interviews, and making hiring recommendations.

What You Will Need

• CPA license required, with current license.
• Bachelor’s degree in accounting or other major with tax and accounting (through intermediate) course work completed.
• Minimum of 5 years of experience preparing all types of tax returns with a public CPA firm or private company.
• Minimum of 2 years reviewing all types of tax returns and compiled financial statements with a public CPA firm or private company.
• Good oral and written communication skills.
• Good time management, organizational, and presentation skills.
• Proficient in Microsoft Office, Prosystem, Ultratax, and Adobe software.
• Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.

What We Offer

• Hybrid and remote (determined by position) work arrangements available.
• Stipend reimbursement for home office equipment, cell phone and home internet.
• Paid Time Off (PTO) is awarded each pay period.
• 11 paid company holidays with 3 floating.
• Medical plan with HSA employer contribution, Dental, Vision available 1st of the month after start date.
• Company paid Long Term Disability.
• Company paid Life Insurance.
• Paid Parental Leave.
• 401k with company match up to 4% and 100% vested from day one.
• CPA and professional license & certification bonus.
• CPA exam review benefit with Becker CPA.
• Certification Reimbursement for CPA, CIA, CFE, CISA.
• CPE paid for 40 hours per year.
• Paid Volunteer Time Off.
• Fitness center available to Houston office employees.
• Employee Referral bonus opportunities from $1,000 to $5,000 per hired referral.

Equal Employment Opportunity Statement:
McConnell & Jones is an equal opportunity and affirmative action employer that does not discriminate in employment and ensures equal employment opportunity for all persons regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran. McConnell & Jones policy applies to all terms and conditions of employment. To achieve our goal of equal opportunity, we maintain an affirmative action program through which we take good faith efforts to recruit, hire and advance in employment-qualified minorities, women, persons with disabilities, Vietnam era veterans, and other protected veterans

Location: 4828 Loop Central Dr. Suite 1000, Houston, TX 77081

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Experience level:

• 5 years

Schedule:

• 8 hour shift

Work Location: Hybrid remote