Tax Manager

Navigator Recruiting • Boulder, CO

29d • Hybrid

About The Position

Navigator Recruiting's client, a well-established CPA firm in Boulder with 35 years of experience, is seeking a full-time Tax Manager. This firm is known for its supportive culture, peaceful office environment, and dedication to team well-being. They specialize in tax planning and preparation, bookkeeping, payroll, and advisory services for small businesses and individuals. The Tax Manager will be responsible for complex tax planning, preparation, and review, with the potential for a 50/50 split between preparation and review. The ideal candidate will have a great personality, excel at client service, and be able to independently manage a substantial client list with diverse business and individual returns. The firm boasts low turnover and a strong team dynamic. The role requires a hybrid work arrangement, with at least 3 days in the office during the non-busy season and at least 4 days in the office during the busy season.

Requirements

• High levels of intelligence, integrity, honesty, motivation, and aptitude for the public accounting profession
• CPA license is required
• 7+ years of experience and demonstrated ability in the preparation and review of income tax returns for individuals, fiduciary, non-profit organizations and small businesses
• Ability to acquire, develop, and retain clients
• Resourcefulness and willingness to learn
• Proficiency in Microsoft Office software
• Strong organizational skills, high attention to detail, ability to prioritize tasks and handle multiple projects
• Ability to exercise good judgment, be a team player and be proactive
• Strong verbal and written communication and interpersonal skills with a passion for service
• Ability to meet deadlines and handle stressful situations professionally and effectively
• Ability to adhere to security procedures in handling confidential and sensitive information at all times
• Ability to work extended hours, including evenings and weekends, during tax season and during other deadline periods as needed
• Ability to develop and coordinate plans for work completion
• Ability to manage and communicate effectively with fellow staff members
• Apply and provide feedback to improve performance for yourself and others
• Adaptability to change in the work environment, manage competing demands, deal with unexpected assignments or events
• Exercise good judgment by recognizing when assistance is needed and make timely decisions supported by sound reasoning

Nice To Haves

• UltraTax and QuickBooks experience is helpful

Responsibilities

• Professional management of compliance, planning and consulting for multiple clients
• Review and interpretation of financial records to determine any adjustments needed to prepare tax returns and compliance filing requirements
• Direct and timely communication with clients to obtain additional information regarding their tax planning and compliance issues
• Successful research of tax laws and compliance on complicated issues relative to tax planning for our clients
• Preparation and review of tax returns in a timely and efficient manner
• Supervision, development and mentoring of fellow staff to assist with client needs and professional growth
• Promotion of the firm through occasional business-building activities

Benefits

• Performance reviews and bonuses
• Summer appreciation reviews with Shareholders
• Firm-wide bonuses
• Annual raise and bonus to recognize performance
• Bonuses typically awarded after busy season and at year-end, could account for up to 10% of your base salary
• 100% paid employee premiums for major medical, dental, life and AD&D, vision, and STD/LTD
• 401k Safe Harbor match for retirement plan
• Personal financial planning services available
• Sick leave
• Bereavement leave
• Vacation
• Comp time
• Generous holidays
• Half-day paid Fridays in the summer
• Firm pays for all professional licensing and membership fees, dues, and CPE
• Encourages further professional training and growth
• Flexible scheduling
• Hybrid remote/office work
• 1400 average charge hours per year
• Comp time for tax season hours
• ~200 hours of office closings/holidays per year
• Free tickets to sporting events and concerts
• Reimbursements for participation in cultural events or contributions to non-profits
• Respectful and friendly atmosphere
• Open door policies for communication
• Participation in policy-making is encouraged
• Safe environment where gossip and politics are discouraged and rules are fairly administered
• No micro-managing
• Newly renovated office space with break room/bar/kitchen
• Spacious private offices with natural light and views of the Flatirons
• Upscale coffee options in office
• Free meals and snacks at tax season and other occasions
• Executive Committee focused on innovation and embracing new ways of doing business and serving clients
• Coaching and semi-weekly Roundtables for professional support
• Work independently with your own clients one-on-one
• Develop long-term relationships
• Make a difference and grow with them through the changes life brings
• Path to Shareholder is available and encouraged for a star performer in this role
• Cell phone reimbursement
• Free in-house massages at your convenience 17 times per year

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed