Tax Manager - Individual Tax

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At Farmer & Associates CPAs, we are focused on delivering superb tax compliance and advisory services to our clients, while retaining work-life balance. We believe those goals can and do work in tandem, even in public accounting. We work 100% remote and flex-time. Joining our team as a tax manager will provide you an opportunity to join a forward looking small firm with quick career growth.

The tax manager position will oversee our individual income tax engagements (approximately 175 clients). You will prepare and review income tax returns, conduct tax research, respond to tax notices, and provide tax planning for our clients. The tax manager will oversee staff preparers and communicate directly with teammates and clients to deliver tax engagements.

We are seeking a tax professional ready to lead and develop their own client workload and team in a flexible environment.

Job Description

The tax manager will play a leading role in delivering our individual tax engagements. This position reports directly to our Tax Director, Kaliana Degnan, CPA.

ESSENTIAL FUNCTIONS (% of billable hrs)

Prepare tax projects, as assigned (60%)

• Tax projects include income tax return preparation (1040), tax projections and plans, income tax notices, and tax consulting projects.
• Self-manage and prioritize tax assignments within Practice CS.
• Communicate with clients (via Liscio, phone call, and email) regarding tax assignments; including requesting documentation, following up on client questions, clarifying positions taken and providing suggestions.
• Save client communication and answers in work papers and/or File cabinet CS
• Meet tax engagement objectives (work quality, time frames, hourly budgets, outcomes)

Review tax projects, as assigned. (33%)

• Review work papers and source documents for completeness and accuracy.
• Document review points in work papers to provide feedback to preparers on methodology and accuracy.
• Verify tax accountants projects completed on schedule for projects you are assigned as reviewer

Training and Development of tax accountants (5%)

• Communicate review points on projects assigned as reviewer, assisting with development of staff in line with their “development plans” and firm processes.

Notice analysis and resolution; including serving as POA for clients. (2%)

Other non-billable expectations:

• Attend and contribute to tax team meeting, all team meetings, and other internal or client facing meetings, as needed
• Always follow Farmers & Associates CPA policies and guidelines.

Microsoft Office Apps, especially Excel, Quick Books Online, Ultra Tax CS and Thomson Reuters suite of software (File cabinet, Practice CS, Planner CS), Slack, Liscio, Zoom

Qualifications:

• Professional credential: CPA or EA
• 5 years of recent individual income tax preparation experience
• 1 year of recent supervisory experience
• 1 years of remote work experience

Job Type: Part-time / Remote working

Hourly expectations: 1664 annually. There will be a heavy seasonality to the work load, with the majority of billable hours falling during tax season and extension/planning season.

Compensation: $75,000 annual salary

• Health Insurance (50% covered by firm)

• Dental (50% covered by firm)

• Vision (100% covered by firm)

• HSA option $500 initial company contribution after 30 days

• 401K plan with up to 4% employer match (eligible after 90 days)

• Paid time off

• Continuing Education Expense Reimbursement (including approved CPE costs, exam study materials, and other approved expenses)

Farmer & Associates CPA is an Equal Opportunity Employer.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Part-time

• Job function
  
  Accounting/Auditing and Finance
• Industries Accounting

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Medical insurance

Vision insurance

401(k)

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