Cain Watters & Associates · 7 hours ago
Tax Manager
Kaysville, UT
Full-time
Hybrid
Senior Level, Lead/Staff
$130K/yr - $160K/yr
8+ years expCain Watters & Associates is a firm specializing in tax and accounting services, seeking a Tax Manager to lead the tax department. The role involves overseeing tax return processing, managing team workflow, and collaborating with various stakeholders to ensure efficient operations.
Financial Services
Hiring Manager
Rebecca Dellefield, SHRM-CP
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 with Tax Advisors on preparing and reviewing of annual tax preparation for clients
Work closely with Tax Advisors, 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 Advisors 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
Qualification
Required
Bachelor's degree or higher in Accounting, Tax, or related field
CPA or EA required
8+ years' experience in public accounting or its equivalent
Thorough knowledge of tax laws
Strong communication, interpersonal and organizational skills
Preferred
Experience managing a team strongly preferred
Proven experience with Lacerte tax preparation software is highly desirable
Benefits
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
Company
Cain Watters & Associates
Cain Watters & Associates is a financial planning service provider based in Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Erwin, CPA
Chief Financial Officer
Brian Bortz
Financial Planner / Partner
Recent News
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