eFlexervices · 1 month ago
US Tax Manager (CPA)
United States
Full-time
Remote
Senior Level
7+ years expeFlexervices is a BPO company with a legacy spanning 24 years, dedicated to providing exceptional quality and building trust. They are seeking a detail-oriented and experienced Certified Public Accountant (CPA) to lead tax preparation and compliance efforts, manage a team, and foster client relationships while ensuring adherence to regulatory standards.
AccountingBillingCustomer ServiceTechnical Support
Responsibilities
Prepare and file federal and state tax returns for individuals and businesses
Utilize Intuit ProConnect Tax Software for tax preparation and filing
Ensure compliance with federal, state, and local tax laws and accounting standards
Stay current with relevant regulations and oversee complex compliance areas
Perform regular audits to ensure accuracy and compliance
Develop and implement effective tax strategies for clients
Collaborate with other departments, such as bookkeeping and tax planning, to provide comprehensive financial solutions
Lead and manage a team of tax preparation professionals
Set performance expectations and monitor team performance
Oversee the review of tax returns prepared by tax preparers
Mentor and develop staff at all levels, fostering their professional growth
Report on team performance and strategic goals, contributing to organizational decision-making
Proficient in leading, mentoring, and ensuring task accuracy
Act as the primary point of contact for key clients
Review tax returns with clients and provide guidance
Maintain effective communication with a diverse client base
Manage a larger and more complex portfolio of client accounts
Play a significant role in client retention and business growth
Identify opportunities for service expansion and client financial optimization
Oversee data security and confidentiality measures
Ensure accurate preparation of audit schedules and coach team members for optimal performance
Uphold the highest ethical standards in financial reporting and client interactions
Qualification
Required
CPA certification is required and must be current and licensed
Bachelor's or Master's degree in Accounting, Finance, or a closely related field
Minimum of 7+ years of progressive experience in U.S. accounting, with a significant focus on Individual & Business tax preparation and compliance
Strong knowledge of U.S. tax regulations and relevant accounting standards is essential
Pipeline Management: Ability to assign, monitor, and manage client engagements, ensuring effective capacity management and achievement of productivity goals/KPIs
Final Reviewer/Quality Control: Act as the Final Reviewer for complex tax returns and financial statements, ensuring clear diagnostics, accuracy, and compliance with all Service & SLAs
Process Improvement: Proven ability to take the department to the next level by identifying and implementing improvements in workflows and systems
Analytical & Problem Solving: Demonstrated strong analytical, problem-solving, and decision-making abilities
Proficiency in MS Excel for efficient data analysis, reporting tasks, and complex calculations
Leadership & Team Development: Ability to provide excellent leadership and actively support, mentor, and develop team members to foster a high-performing environment
Challenge Management: Proven ability to handle tough situations, adapt quickly, and overcome challenges through effective strategic planning
Client-Facing: Possesses exceptional client communication and relationship management skills with a strong, client-first mindset
Adaptability: Comfortable working independently and collaboratively in a fast-moving environment
Preferred
Proficiency in Intuit ProConnect Tax Software is preferred but not strictly required
Benefits
Comprehensive HMO coverage
Optical reimbursements
Flexible vacation and sick leaves
Company
eFlexervices
eFlexervices is a BPO company that provides technical support, marketing assistance, sales development, and operational assistance services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase