Tax Manager I

Cain Watters & Associates•Frisco, TX

2d•Hybrid

About The Position

Reporting to the Tax Director, the Tax Manager I is responsible for serving as a leader in the tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns, a detail review of some returns, managing workflow, and assisting the Senior Tax Managers and/or Tax Manager II and planning teams as needed.

Requirements

Bachelor’s degree or higher in Accounting, Tax, or related field
CPA or EA required
8+ years’ experience in public accounting or its equivalent
Proven experience with Lacerte tax preparation software is highly desirable
Thorough knowledge of tax laws
Strong communication, interpersonal and organizational skills
Experience managing a team strongly preferred

Responsibilities

Manage the daily workflow of tasks for their assigned clients
Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and/or client
Oversee assigned Tax Admin Specialist for team
Provide weekly updates to the Senior Manager and/or Tax Manager II regarding overall performance
Work closely with Senior Tax Managers and/or Tax Manager II to prepare for each tax season
Work closely with Tax Seniors, Tax Manager II and/or Senior Tax Managers to address questions/concerns from the planning teams
Partner with Planners to ensure a seamless workflow between departments
Create and present tax training materials alongside Tax Manager II, Senior Tax Managers and Senior Tax Research Manager
Work closely with Senior Tax Research Manager, Tax Manager II and Senior Tax Managers to address research projects, staff training materials & staff training events
Mentor Tax Seniors on professional development within the tax department
Act as an active participant in the recruiting process (review resumes and interview candidates)
Log IRS and State correspondences; delegate accordingly to the proper department/person
Work closely with Administrative Team to ensure the proper processing/releasing of Tax Returns and various tasks
Work with Tax Onboarding team to ensure proper training is being provided

Benefits

Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs