Tax Manager M-Th - In Person - Middletown DE

Job Description

Tax Senior or Tax Manager Based on Experience

• Retirement Plan (6% Employer Contribution)
• Dental
• Life
• Medical Reimbursement
• Tuition Reimbursement
• Maternity
• Paternity and FMLA Leave
• Paid Time Off
• Flexible Work Schedules

Full-Time, Monday - Thursday, In Office, 40 hours per week, Year Round

• Review and preparation of business and personal tax returns for small business clients from initial meeting through delivery and filing of returns
• Preparation of tax projections on a monthly, quarterly and annual basis
• Support staff accountants and bookkeepers with technical questions
• Communicate with clients
• Organize and update the tax database
• Record tax entries into accounting software
• Understand and apply tax reduction strategies
• Preparation and/or review of financial statements

• 3-5 years of proven work experience in Public Accounting in a tax role is a must
• Must be a CPA, EA or licensed preparer
• Deep knowledge of personal and business tax code, tax concepts, rules, regulations, forms and savings strategies
• Experience effectively responding to notices from federal, state and local governments regarding income and payroll tax matters
• Knowledge of Quick Books Online and Desktop
• Computer literacy, numerical skills and strong attention to detail are required
• Experience in Ultra Tax, Accounting CS software is a plus
• Knowledge of MS Word & Outlook as well as MS Excel is required
• Excellent verbal, written communication and organizational skills
• Ability to learn new processes and procedures quickly and execute them reliably

• A tech forward approach and broad understanding of a cloud working environment
• Has mastered great organizational and time management skills
• Possesses a willingness to gain deep familiarity with the features of our tax and accounting software products
• Is a delight to work with and feels a sense of loyalty to their coworkers
• Has an innate desire to help our clients obtain their goals by gaining a strong understanding of our clients’ businesses and the ways in which we can help them
• Is candid and transparent about mistakes and missteps and enjoys continually learning new things and improving internal processes
• Understands how to correctly post transactions for different business types and industries
• Loves the opportunity to shine and actively seeks additional work when assigned tasks have been completed
• Believes in establishing and following procedures for optimum client continuity and firm results
• Is a great communicator and has an eye for detail
• Proactively asks questions of clients and confirms key details
• Is comfortable and confident communicating with clients and peers with news that can be good or bad
• Is comfortable asking for help or direction when needed
• Is proactive and a team player
• Is available to work 40-60 hours per week during peak seasons - Staff can choose a schedule commitment that works with their lifestyle

• Disregard deadlines or postpone deadlines
• Allow distractions to detract from the client's needs
• Hesitate to ask for help after trying known resources
• Overstate experience or understanding
• Delegate more work than they complete
• React defensively to problems or blame others
• Believe that they have learned all there is to know
• Speak about our client's confidential business

• General knowledge of payroll, payroll taxes and benefits
• General knowledge of not for profit accounting
• Deep knowledge of fixed assets
• General knowledge of internal controls