Tax Manager With Partner Opportunities

What We Offer:

• Innovative, fun, collaborative, and flexible work/life environment
• Diverse and inclusive work team
• Great Place to Learn & Grow!
• Competitive salaries with flexible hours
• Performance Bonus Programs
• Excellent Comprehensive Health & Wellness programs
• Excellent, Above Standard PTO policies and paid holidays
• 401k Retirement Program with Excellent Employer Match
• Open communication, team focus, and recognition programs
• And much more to motivated, results-oriented individuals who want to make a real difference in their community and role

What You'll Do:

As the Manager of Tax Services, you will manage the client relationships and tax team members to meet or exceed firm and client goals.

Your Accountabilities in the Role:

• Manages small business and/or corporate accounts to continually build relationships, while growing and developing new business.
• Handles day-to-day projects for the clients to meet tax deadlines and their ongoing business goals in a high-quality way.
• Distributes and reviews project work for the staff and senior-level accountants, ensuring accuracy, completeness, and on-time delivery.
• Provides onboarding, training and mentoring to the tax team to continually enhance the skillsets of the group.
• Handles complex and multi-state tax situations with clients to ensure a high-level of quality resolution.
• Researches new laws and new trends to continually enhance the knowledge base for the team.
• Performs the billing for the clients, ensuring accuracy and alignment to service agreements.
• Documents processes, and trains the staff accordingly, to ensure the team is current on new changes.

Position Requirements:

• Education: A Bachelor's Degree in Accounting preferred; will consider an Associate's Degree in Accounting with strong public or corporate tax accounting experience.
• Experience: Approximately 5+ years of progressive tax and general accounting experience; with 2+ years of supervisory or mentoring experience preferred; will train a high-potential towards team management, where applicable.
• Certification(s): CPA preferred; will consider an enrolled agent certification (or will need to get a certification within 6 months to meet the job requirements, if not a CPA).
• Functional Skills: Excellent planning, organization, and executing skills; strong analytical, problem-solving, and multi-tasking; direct experience in moving from project to project, priority to priority on a daily basis; excellent thoroughness, attention to detail, with the ability to work well within tight due dates.
• Technology Aptitude/Skills: Solid background with tax systems (i.e. Thompson-Reuter, Ultra Tax, ProSystems, etc.), with an advanced MicroSoft Office Skillset in Excel and Word.
• Language Skills: Excellent verbal and written communication skills; will interact with key customers, leaders, team members, and the community on a regular basis.
• Leadership/Behaviors: Must be forward-thinking, customer-focused, process/project driven, with the ability to lead, mentor, and influence others with ease. Requires strong relationship-building and collaboration, who is also a team player and approachable. Also requires someone who is life-long learner, compliance-oriented and self-directed, who can lead and mentor others. Flexibility and adaptability are also important to meet the needs of the clients.
• Culture Match Behaviors: Professional in appearance, personable, with solid energy to meet the demands of the business.

Other Important Information:

Salary: Salary is commensurate with proven expertise and is negotiable.

This position is eligible for the bonus program! And, the compensation will grow as the team member grows!

Growth Opportunities to become a Partner is also available for strong candidates in the role.

Reports To: Partner - Tax Services

Core Hours: 8:00 am - 5:00pm; flexibility within these core hours to meet the job requirements

Typical Work Week: M-F during heavy season; 3 - 4 days a week during off season (can work 20 - 40 hours during this timeframe); 50-60 hours a week with some Saturday work during tax season (Can work less hours in off season if desired)

Direct Reports: 2-5, depending on leadership competency

Work Conditions: Comfortable and beautiful office environment

Travel: Limited (Occasionally will have client visits)