If you are a Tax Manager with experience, please read on!
*Candidates that complete the application questionnaire will be prioritized in the review process*
We are a mid-sized full-service CPA firm, serving a broad range of clients from public companies to small family-owned businesses.
We are looking for a Tax Manager with 5+ years of public accounting experience with trusts & estates, a CPA, and a Finance/Accounting or similar degree. You will work directly with clients and play a crucial part in our firm's success. The Manager is the liaison between the shareholder, the client, and the professional staff. Managers are responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop relationships with clients/business owners
Top Reasons to Work with Us
- We believe in teamwork and in treating each other with care and respect
- We have an open-door policy and believe in every member of our team working with clients
- It is this nurturing of employees and clients that sets us apart and is clearly stated in the firm's mission; To help our clients and people maximize their business and personal potential.
What You Will Be Doing
- Being responsible for tax engagements for organizations and for family groups along with working on our most complex returns. This includes reviewing staff & senior work and at times may include preparing
complex returns. You will also assist in billing clients.
- Reviewing Trust, Estate and Guardianship fiduciary accounting.
- Reviewing federal and state fiduciary and estate tax returns and projections.
- Ensuring that receipts, disbursements and distributions have been recorded.
- Ensuring that maintenance of accounts and records for estates and trusts are in order.
- Completing or providing supervision of trust and estate administration, including record keeping, monitor filing deadlines and client communication.
- Assist with estate and tax planning for high net worth consulting engagements.
- Work as part of an integrated team to meet deadlines you have in your own practice.
- Communicating recommendations, technical issues, and opportunities to clients and prospects, including meeting with them. You will work with Shareholders and professional staff to ensure that clients needs and firm standards are met.
- Identifying and understanding tax law developments and the impact on your clients situation. You will conduct research and provide thorough conclusions and supporting documentation, possibly including
conducting educational seminars both internally and externally to clients.
- Focusing on efficiency, but not relinquishing quality. You will work with Staff and Seniors on engagements and will demonstrate proper delegation of work to ensure projects are completed on time and within
budget. Providing feedback and completing Assignment Project Review for Staff/Seniors.
What You Need for this Position
- 6+ years of public accounting experience, at least 5 years experience with trusts and estates
- Bachelors degree in Accounting
- Licensed CPA.
What's In It for You
- Salary: $100-110K
- Hybrid Work Schedule
- Beautiful office location
- Full onsite gym w/ membership
- 3 Weeks PTO
- 401K & Profit sharing
- Medical/Dental/Life/Disability
So, if you are a Tax Manager with experience, please apply today!
Applicants must be authorized to work in the U.S.