Tax Manager

• Oversee and manage accounting and bookkeeping tasks for clients, including balance sheet reconciliations, accounts receivable/payable transactions, budgeting, and forecasting
• Prepare and manage individual and business tax returns with accuracy and efficiency
• Conduct monthly financial reporting and 1099 preparation, ensuring compliance with regulations
• Provide mentorship and guidance to staff, reviewing their work and helping them enhance their skills in bookkeeping and tax preparation
• Build and maintain strong relationships with clients through proactive communication and exceptional service
• Implement innovative tools and processes to improve workflow efficiency and accuracy
• Assist with cash flow planning and financial strategy development for clients
• Take on additional responsibilities as needed to support the firm’s growth and success.

• Minimum of 7 years of experience in accounting and tax preparation, including individual and business returns
• Proven ability to supervise and manage staff effectively
• Bachelor’s degree in Finance or Accounting, CPA would be preferred but not a must have
• Proficiency in tax software such as UltraTax and Drake, with recent experience in tax-related systems
• Advanced skills in Microsoft Excel, including vlookups and pivot tables
• Strong oral and written communication skills
• Entrepreneurial mindset with a commitment to excellence and high standards
• Ability to quickly adapt to new software applications and processes.

CPA certification.

• Access to top jobs
• Competitive compensation and benefits
• Free online training
• Eligibility to enroll in company 401(k) plan
• Medical, vision, and dental insurance
• Life and disability insurance.