My CPA Coach · 5 hours ago

Tax Manager

United States

Full-time

Remote

Mid Level

$90K/yr - $150K/yr

3+ years exp

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Accounting

Hiring Manager

Christy Walls

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Responsibilities

Provide strategic tax planning and advisory services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.

Prepare a variety of tax returns, including individual, S Corporation, partnership, C Corporation, nonprofit, and gift tax returns.

Prepare and lead tax strategy calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.

Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)

Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available.

Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.

Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.

Stay up-to-date on relevant tax laws and regulations.

Qualification

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CPATax preparationTax planningClient-facing experienceLearning new tools

Required

Must be a licensed CPA

At least 3 years of tax preparation and/or tax planning experience

Strong problem solving and interpersonal communication skills

Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement

Willingness and ability to learn new tools and technologies quickly