Tax Manager
About The Position
Elder Hanson & Company, Ltd. is a well-established, small CPA firm based in downtown Naperville, Illinois, with a collaborative team working primarily in a remote environment. We are seeking an experienced, full-time remote Tax Manager to join our growing firm. This position offers the opportunity to work directly with firm leadership and clients, take meaningful responsibility for client engagements, and contribute to a close-knit team while working remotely in a certified public accounting firm. Our mission is to make our clients' lives better through technology-driven, personalized accounting and tax services. We primarily serve closely held professional service businesses and their owners, as well as individuals, trusts, and estates. Our services include income tax planning and preparation, bookkeeping, payroll, financial statement reporting on the income tax basis, and business consulting.
Requirements
- Bachelor's degree in accounting, taxation, or related field required
- Active CPA or EA license required
- 7+ years of progressive public accounting experience, including substantial tax preparation and review experience
- Strong technical knowledge of individual, S corporation, partnership, estate, and trust taxation
- Experience preparing and reviewing Form 1041 estate and trust income tax returns
- Strong tax research, analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills
- Proficiency with Microsoft Excel, Word, and Outlook
Nice To Haves
- Experience in a small or mid-sized public accounting firm is highly valued
- Experience with Lacerte, QuickBooks Online, and other tax and accounting software is a plus
Responsibilities
- Prepare complex individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041
- Manage and review individual, business, estate, and trust income tax returns, including Forms 1040, 1120-S, 1065, 1120, and 1041
- Prepare and review individual, business, estate, and trust income tax return projections
- Manage multiple client engagements and maintain proactive client communication
- Research complex federal and state income tax issues and develop practical solutions
- Identify and communicate tax planning opportunities and recommendations to clients
- Review financial statements and accounting records, including income tax basis financial statements
- Mentor and provide technical guidance to staff and senior accountants
- Assist with workflow planning, process improvement, and engagement profitability
- Stay current with changes in federal and state tax laws and communicate relevant developments to clients and staff
Benefits
- $110,000–$160,000 annual salary, depending on experience and qualifications
- Remote work environment
- Paid vacation and holidays
- SIMPLE IRA retirement plan with company match
- Professional development and continuing education
- Technology-forward systems and processes
- Collaborative team environment with virtual team-building social activities
- Opportunities for professional growth and increased responsibility
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What This Job Offers
Job Type
Full-time
Career Level
Senior
