Senior Tax Manager - FULLY REMOTE!

We are a well-established accounting, tax, and advisory firm that boasts a history of consistent growth. Our mission is to help clients become more organized, increase profitability, and save on taxes. We offer a comprehensive range of services, including monthly financial statements, tax preparation, audit representation, tax planning, payroll processing, and, most importantly, personalized advice and consultation. Our clients rely on our expertise and dedication to delivering exceptional service.

As a small firm, every member of our team plays a crucial role in our firm's success and the success of our clients. We value our employees and aim to foster their professional and personal growth. Low turnover is a priority for us, and we have efficient systems in place to ensure a balance between work and personal life. We are committed to enhancing our employees' professional skills and provide ample opportunities for growth and development.

Perks & benefits offered:

• Opportunity to heavily influence growth, value, strategy and market position
• Significant advancement opportunity
• Performance bonus (up to 20% of base salary)
• Commission on new business generated
• Premium health insurance options available
• Paid time-off benefits
• Casual, flexible work environment
• 401(k) with match.

Responsibilities:

• Cultivate and nurture strong client relationships, ensuring a progressive and positive experience. Maintain quarterly communication to strengthen

relationships and stay informed about potential tax-related changes.

• Review and prepare Federal & State income tax returns, and tax planning, structure, research and compliance for Corporations, Partnerships,

Trusts, Estates, Non-profits, Individuals and related entities

• Model taxable income projections for various scenarios
• Calculate and communicate quarterly tax estimates and year-end S-Corp compensation adjustments.
• Manage & coordinate tax compliance and tax advisory engagements
• Address client inquiries and offer guidance on routine tax and business matters, identifying opportunities for tax savings.
• Conduct research and resolve tax issues with federal and state agencies.
• Collaborate closely with our accounting team to ensure accurate financial statements that reflect your clients' financial performance.
• Contribute to a flexible, stable, and team-oriented working culture

Qualifications:

• Hold a bachelor's degree from a four-year university and possess a valid CPA license or Enrolled Agent license.
• Have a minimum of 5 years of relevant experience in public accounting, with comprehensive exposure to various tax return types, including

corporate, partnership, individual, and not-for-profit. Ability to prepare signature-ready tax returns and meet tax deadlines.

• Have a working knowledge of QuickBooks, Microsoft Excel, Word and Outlook. Experience using UltraTax is a plus.
• Excel in maintaining order and organization, with a strong commitment to documented and structured work processes.
• Demonstrate forward-thinking, considering the implications of current actions on future tasks.
• Embrace consistent and sometimes demanding workloads, particularly around tax deadlines.
• Comfortably explain tax concepts to clients, with proficiency in communicating via phone, email, Zoom, and other mediums.
• Proficient in cloud-based tax and accounting systems, and quick to adapt to new technologies.
• Enjoy working in a cross-functional setting, learning from others, and sharing accomplishments collectively.
• Ability to manage multiple clients and projects simultaneously.