CPA, Tax Manager - New Orleans, LA - Hybrid (RIG-962351)

RES Consultant Group • New Orleans, LA

13d • Hybrid

About The Position

Our client, an entrepreneurial, growth-oriented financial services business in downtown New Orleans, LA, is seeking a talented and experienced Certified Public Accountant (CPA) with 3-5 years of tax and/or public accounting experience. This is a full-time position that will be on-site until training is completed and can then transition to a hybrid work environment, if desired. You will play a crucial role in having meaningful client interaction, providing a highly personalized service to the company's high-end clients, ensuring the successful execution of client plans, and supporting the company's tax team members. This requires exceptional leadership and mentorship skills, strategic thinking, and a strong commitment to upholding the company's values and goals and helping the team grow.

Requirements

• Bachelor’s degree in accounting or related field
• 3-5 years of tax and/or public accounting experience
• CPA REQUIRED
• Can effectively manage and evaluate staff
• Are a great team player
• Possess excellent verbal and written communications skills
• Strong knowledge of tax laws and regulations
• Proficiency in financial software such as CCH, Practice ERP, Sage, QuickBooks, or similar programs
• Relish devising creative solutions to meet clients’ needs
• Proactively identifying additional opportunities for engagement with existing clients
• Can take an engagement from the initial planning stages through supervising team members’ work to the engagement’s completion
• Recognize and report on internal Company opportunities as they arise
• Excellent analytical and problem-solving skills
• Strong attention to detail and accuracy
• Have a passion for meaningful interaction with others – both clients and fellow team members
• Are extremely customer service oriented
• You must be legally authorized to work in the United States and are willing to undergo a background check, in accordance with local law/regulations.

Responsibilities

• Client Engagement and Communication: Act as the main point of contact for client communications, demonstrating professionalism and expertise in all interactions.
• Help clients solve their problems, fully understand their needs and provide written solutions outlining timelines and costs. This includes tax planning and financial strategies.
• Regularly engage and collaborate with top clients and company's project manager to actively identify opportunities for increased engagement, address needs and provide updates.
• Deliver exceptional customer service with a positive, forward-thinking attitude, seeking creative and dynamic solutions.
• Tax Compliance & Technical Expertise: Conduct tax research and provide guidance on complex tax issues.
• Prepare and review tax returns for individuals, corporations, partnerships, and trusts.
• Ensure compliance with regulatory reporting requirements and stay up to date on tax laws and regulations.
• Review technical work — tax returns and projects — to make sure they meet Company's intended results and resolve any outstanding issues.
• Strong knowledge of tax laws and regulations.
• Team Leadership & Collaboration: Effectively overseeing client projects for timely and effective execution that is on budget, ensuring stakeholder confidence, active involvement, and informed decision-making.
• Coordinate work assigned and explained, and work with team to resolve issues as they arise.
• Effectively manage and evaluate staff, utilizing unique problem-solving abilities to resolve client and team issues effectively.
• Work closely with the Project Manager to identify project needs, allocate resources and monitor progress.
• Project & Scope Management: Revisit/update client scope and budgets.
• If there are any changes in orders, bring them to the Executive team as needed to re-evaluate and update.
• Recognize and report on internal Company opportunities as they arise.
• Partner Alignment and Vision Implementation: Partner closely with Company's Principal, to ensure the company’s vision and strategic goals are implemented.
• Empower and support team members to implement the company’s vision with confidence and enthusiasm.
• Collaborate with the Principal to address any leadership challenges or opportunities, leveraging their expertise and guidance as needed.

Benefits

• Our client offers an exciting opportunity to contribute to the company's success and work alongside a dedicated team of professionals.
• They won’t expect or ask you to work overtime, evenings or weekends, and they provide a genuine, collaborative, and positive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level