Overview
Skills
Job Details
Are you a detail-oriented CPA/EA with a passion for helping clients navigate complex tax laws and make smart financial decisions? We re looking for a skilled Certified Public Accountant or Enrolled Agent to join our team and take a lead role in tax preparation and financial advisory services for a diverse client base. This is an amazing opportunity for a well spoken, well groomed individual with an attitude of service.
About the Role:
As a Tax Manager you'll work directly with individuals, small businesses, and corporations, delivering expert tax preparation and strategic financial advice. This is a client-facing role that requires a balance of technical accuracy, business acumen, and excellent communication.
Key Responsibilities:
- Prepare and review individual, business, and corporate tax returns (federal, state, and local)
- Review clients books and records live and after the fact
- Review staff accountant work and provide feedback, training, etc...
- Provide proactive tax planning and compliance support
- Advise clients on financial decisions, entity structuring, and risk mitigation
- Analyze financial data and develop customized financial strategies
- Stay current with tax law changes and regulatory updates
- Support audits, respond to IRS notices, and represent clients when necessary
- Collaborate with internal teams to deliver high-quality service
Requirements:
- Active CPA license or Enrolled Agent (required)
- 10+ years of experience in tax preparation and financial advisory
- Strong understanding of federal and state tax codes and regulations
- Proficient in Thomson Reuters Products such as UltraTax, FileCabinet and Practice Management
- Knowledge of Quickbooks Desktop and Online
- Excellent communication, problem-solving, and organizational skills
- Ability to manage multiple priorities and meet deadlines
What We Offer:
- Supportive and collaborative work environment
- Opportunities for growth and advancement
- Flexible scheduling and remote work options
- Ongoing training and continuing education reimbursement
- Work-life balance you can count on
Benefits:
- Health, Dental & Vision Insurance
- 401(k) with Employer Matching
- Generous Paid Time Off (PTO) & Holidays
- Flexible Scheduling & Remote Work Options
- Continuing Education & CPA License Support
- Annual Performance Bonuses