Anveta, Inc · 2 days ago
Tax Manager, Certified Public Accountant
Anveta Inc is a company seeking a Tax Manager, Certified Public Accountant to lead client relationships and manage ongoing communication. The role involves preparing and reviewing various tax returns, managing client projects, and developing strong client relationships while supporting the team on tax and accounting projects.
ConsultingOutsourcingStaffing Agency
Responsibilities
Serve as the lead for assigned client relationships and manage ongoing communication
Prepare and review a wide range of tax returns, including 1040, 11120, and 1065
Manage client projects, office workflows, and internal team assignments
Support and collaborate with the team on various tax and accounting projects
Develop and maintain strong client relationships, including proactive tax and estate planning
Prepare and review accounting activities for assigned clients
Identify additional client service needs and communicate updates effectively
Actively contribute to ATLAS advisory service offerings and initiatives
Participate in billing, WIP analysis, and firm programs such as the Coaching Program
Maintain confidentiality of sensitive information
Train and mentor team members and promote process improvement
Attend occasional same-day travel to client offices and meetings
Extended hours may be required during tax season
Other duties as assigned
Qualification
Required
Bachelor's degree in Accounting or Finance
5+ years of experience in a similar tax role
Highly detail-oriented, accurate, and organized
Strong client service skills and relationship management experience
Excellent communication skills, both written and verbal
Able to prioritize tasks and manage multiple deadlines
Effective Team leader and collaborator
Strong active-listening and problem-solving skills
Proficiency in Quickbooks Online and Desktop
Working knowledge of GAAP and Tax Basis Accounting (Cash and Accrual methods)
Strong sense of initiative and ability to guide others through changing priorities
Preferred
CPA is highly desirable
Experience with CCH platform
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Company
Anveta, Inc
Founded in 2008, Anveta, Inc is a fast-growing Information Technology, Consulting & Staff Augmentation service provider with vast experience in designing, developing, and implementing mission-critical solutions, whether in Strategy Consulting, Technology Integration, Fixed Bid projects or Staff Augmentation.
Funding
Current Stage
Growth StageCompany data provided by crunchbase