This job has closed.

Smith Schafer CPAs · 5 months ago

Tax Manager - CPA

Minneapolis, MN

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $140K/yr

5+ years exp

Smith Schafer CPAs is one of Minnesota’s most successful CPA firms, seeking a Tax Manager to lead and manage multiple tax engagements. This role involves preparing complex tax returns, managing staff deliverables, and building client relationships while supporting the firm's Tax Department's goals and initiatives.

Accounting

Growth Opportunities

Responsibilities

Assists with business development efforts by meeting with prospective clients, preparing quotes and proposals, and evaluating client needs

Develops, builds, and manages prospective and existing client relationships

Be involved in professional and community activities and participate in firm-wide marketing initiatives and efforts

Communicates effectively with existing clients, colleagues, management, and IRS representatives regarding a variety of tax matters

Provides and supports employee training for new hires and existing staff, which includes reviewing and evaluating their work and providing leadership and training for senior and staff accountants and seasonal interns

Reviews individual and business tax returns and assists with tax planning

Needs to review and understand the various financial documents and statements from clients

Prepares client billings in a timely manner and follows-up with clients regarding unpaid invoices

Handles sensitive and confidential information with discretion

Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department

Works effectively in a team environment with principals, managers, and staff

Understands and effectively uses current tax and accounting software applications when completing engagements

Professionally represents the Firm at business and community functions

Supports firm staff development and career objectives by helping to develop industry niches in Firm services

Qualification

CPA licenseTax preparationProSystems Tax softwareExcel proficiencyAccounting experienceAnalytical skillsCustomer service orientationOrganizational skillsCommunication skills