CFS · 17 hours ago
Tax and Accounting Manager
CFS is a financial services firm seeking a Tax and Accounting Manager to oversee tax preparation and accounting functions for clients. The role involves providing strategic tax guidance and ensuring compliance with regulations.
Human ResourcesStaffing Agency
Responsibilities
Manage and review preparation of individual, business, trust, and estate tax returns
Provide proactive tax planning and strategic advice to clients in collaboration with the firm’s financial advisors
Oversee bookkeeping, financial reporting, and accounting functions for select business clients
Maintain compliance with federal, state, and local tax regulations
Serve as a trusted advisor to clients, helping them understand and plan for tax implications of their broader financial goals
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
Active CPA license or Enrolled Agent (EA) required
Minimum of 3–7 years of experience in public accounting, tax, or wealth management