Tax Manager

Job Details

Location:

Remote - NV

Salary Range: $ - $ per year

Job Purpose:

To lead tax compliance engagements for clients, ensuring they are conducted in accordance with firm and professional standards. This role involves building and maintaining strong client relationships, performing detailed reviews of tax returns and work papers, and supervising and developing a team of tax professionals.

• Lead tax compliance engagements in accordance with firm and professional standards.
• Provide training, direction, and supervision to a team of tax professionals, ensuring they are motivated, engaged, and delivering high-quality work.
• Monitor daily performance of supervisors, driving accountability for best practices and Standard Operating Procedures.
• Perform detailed reviews of tax returns, research, communications, and other requested deliverables.

• Work directly with management and clients to build and maintain strong relationships.
• Communicate proactively and timely with clients and team members regarding project status, client service opportunities, and other matters.
• Act as a "further escalation" resource for complex client situations and resolution, supporting the Tax Supervisors.

• Review individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
• Ensure all deliverables meet client requirements and are delivered on time.
  
  Maintain a strong understanding of changing tax laws and regulations.

• Identify opportunities for improving tax compliance and advisory processes.
• Implement best practices to enhance team efficiency and client satisfaction.
• Participate in firm initiatives and projects, contributing to the growth and development of the firm.

• Manage significant conflicts within and across teams.
• Develop and implement conflict resolution processes.
• Coach others on effective conflict management techniques.

• Lead efforts to develop and empower team members.
• Create development plans and track progress.
• Recognize and reward contributions and achievements.

• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

• BS/BA in Accounting.
• At a minimum EA certification; plans to sit for CPA (unless already obtained).
• Minimum 3 years of experience within a public accounting firm.
• Minimum 4 years of experience preparing/reviewing individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
• Minimum 1 year of supervisory experience in a tax setting.
  
  Proven demonstration of tax compliance across a broad range of entity types and multiple states.
• Ability to effectively supervise, train, and work with multiple teams of 3-4 tax preparers.
• Excellent organizational skills and the ability to prioritize and manage multiple engagements while meeting tax deadlines.
• Strong analytical, supervisory, organizational, and written and verbal communication skills.
• Advanced knowledge of Excel and tax preparation and research software systems (CCH is a plus).
• Must be willing to work extra hours to ensure the meeting of tax deadlines.

• Additional certifications or coursework related to advanced tax strategies or financial management.

• Client Satisfaction:
  Measured by client feedback and satisfaction survey results.
• Team Efficiency:
  Timely completion of tax compliance and advisory tasks.
• Communication:
  Responsiveness to client communication and effective team collaboration.
• Accuracy:
  Ensuring accuracy in tax preparation and review processes.

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.