My CPA Coach ยท 2 days ago
Tax Manager
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Responsibilities
Provide strategic tax planning and advisory services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.
Prepare a variety of tax returns, including individual, S Corporation, partnership, C Corporation, nonprofit, and gift tax returns.
Prepare and lead tax strategy calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.
Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)
Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available.
Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.
Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.
Stay up-to-date on relevant tax laws and regulations.
Qualification
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Required
Must be a licensed CPA
At least 3 years of tax preparation and/or tax planning experience
Strong problem solving and interpersonal communication skills
Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
Willingness and ability to learn new tools and technologies quickly
Preferred
Has at least 3 years of business tax preparation experience
Has client-facing experience, serving as the client's primary contact
Is confident to serve clients independently (resources provided)
Is able to work effectively and efficiently on tasks
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
My CPA Coach
Funding
Current Stage
Early StageCompany data provided by crunchbase