Pro-Fi 20/20 Dental CPAs · 2 days ago
Senior Tax Manager
United States
Full-time
Remote
Senior Level
7+ years exp
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Hiring Manager
Lisa McDaniel
Insider Connection @Pro-Fi 20/20 Dental CPAs
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Responsibilities
Review of individual, corporate, partnership, fiduciary and other types of tax returns.
Review of income tax projections involving multiple scenarios and complex analysis.
Identify potential tax problems areas and propose solutions to clients.
Serve as technical resource and mentor to lesser experienced Tax team members.
Manage multiple tax and accounting projects and client engagements – communicate with partners, staff & clients regarding expectations, status of engagement and other matters as needed.
Provide client with complete and accurate work in an efficient and timely manner based on agreed upon budgets and time expectations.
Anticipate areas of concerns regarding client engagements and proactively recommend solutions.
Analyzes/Reviews IRS notices and drafts responses.
Participate in team member evaluations and critical personnel decisions.
Consult with clients as needed on special projects.
Support the firm by participation in committees, training, recruitment & proactive involvement in planning for the future.
Follow all applicable policies and procedures.
Participate as a member of the firm and develop positive working relationships with team members.
Qualification
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Required
Minimum 7+ years of recent TAX and ACCOUNTING experience, preferably with a public accounting firm
Bachelor’s degree required; Master’s degree preferred
Active CPA license
Intermediate experience in Windows environment as well as Excel and Word required
Detail-oriented with excellent organizational skills
Technical knowledge of accounting and tax concepts
Self-motivated
Superior verbal and written communication skills
Strong analytical and research skills
Willingness to adapt to changing priorities as the organization grows
Client-oriented work ethic, delivering high quality results
Due to dealing with sensitive information, a criminal background check is required
Discretion when handling confidential information
Healthy comfort level with technology and ability to learn new technology quickly. We are a high-tech paperless firm.
Preferred
Experience with QuickBooks Online, CaseWare, CCH Axcess or CCH Pro System desired
Benefits
Flexible Paid Time Off (PTO)
Paid Holidays
Comprehensive Healthcare (Medical, Dental and Vision)
401k
Long-Term Disability (LTD) Insurance
Flexible Spending Accounts (FSA)
Countless discounts through ADP TotalSource “LifeMart”®
Access to the ADP Employee Assistance Program (EAP)
Company
Pro-Fi 20/20 Dental CPAs
“Pro-Fi” is a play on words.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Sands, AWMA®
Co-Founder & Partner, Strategic Growth
Brent L. Saunier, CPA
Managing Partner
Company data provided by crunchbase
