The Agency · 1 day ago
Tax Manager
DFW Metroplex
Full-time
Hybrid
Senior Level
$135K/yr - $155K/yr
5+ years expThe Agency is a firm that provides detailed tax planning, outsourced accounting services, and wealth management services. They are seeking a Tax Manager who will be responsible for managing tax return preparation processes, client communication, and tax planning strategies while ensuring compliance with federal and state regulations.
Staffing & Recruiting
Hiring Manager
Gage Plueger
Responsibilities
Professional and timely client communication
Manage all processes related to tax return preparation for clients
Planning, preparation and review of all federal and state tax returns for individuals, corporations, partnerships, trusts and non-profits
Financial statement analysis with ability to recommend adjustments needed for tax purposes
Ability to meet with clients to discuss tax returns, tax planning and strategies
Represent Clients before the IRS
Analyze IRS notices and draft/review responses prepared by other personnel
Create/review workpapers, as needed
Tax Estimates & Projections
Qualification
Required
CPA (Certified Public Accountant)
Bachelor's degree in accounting or related field, from an Accredited Institution
5+ years tax experience preparing complex tax returns for individuals, corporations, partnerships, trusts and non-profits; Tax Forms 1041, 1065, 1120, 1120-S and 990
Ability to utilize technology and software related to tax preparation and project management
QuickBooks desktop and online experience
Self-motivated, reliable, ethical with high energy
Ability and desire to manage teams
Strong Communication skills with clients and professionals, both verbally and written
Preferred
Masters in Tax or Finance Preferred
Company
The Agency
At The Agency Recruiting, trust and transparency form the foundation of every partnership we build.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Logan Koopman
Founder & CEO
Company data provided by crunchbase