Tax Manager, CPA
About The Position
Our client is a growth-minded consulting services and CPA firm serving a wide range of clients. This role will focus on the construction and manufacturing industries. You'll Get a Chance To.. Coordinate and plans service delivery to clients, including conducting review meetings Participate in the creation and development of processes and infrastructure designed to service clients Work directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients Analyze client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives Manage all aspects of the client relationship Manage and further leverages established network with current referral professionals Lead new client prospecting, designs presentations, and leads closing meetings Perform technical tax reviews and governmental tax examinations of any complexity Develop and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals Manage risk and financial performance of engagements including billings, collections and project budgets
Requirements
- 6+ years recent experience in public accounting with a primary focus on tax
- Ability to supervise others
- Excellent research and writing skills
- Successful completion of the CPA exam, licensed CPA, EA, or JD
- Willingness to take "ownership" of the client
- Ability to build and retain client relationships
Responsibilities
- Coordinate and plans service delivery to clients, including conducting review meetings
- Participate in the creation and development of processes and infrastructure designed to service clients
- Work directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients
- Analyze client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives
- Manage all aspects of the client relationship
- Manage and further leverages established network with current referral professionals
- Lead new client prospecting, designs presentations, and leads closing meetings
- Perform technical tax reviews and governmental tax examinations of any complexity
- Develop and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
- Manage risk and financial performance of engagements including billings, collections and project budgets
Benefits
- Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
- Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
- Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals every 7 years, and Paid Parental Leave
- Salary: 120,000.00 - 130,000.00 per year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
