Tax Manager, CPA

We are an established CPA firm based in Raleigh North Carolina. Our firm provides a wide range of services to high net worth individuals and businesses within a variety of industries. Professional services include: Tax Management, Estate and Trust Planning, Assurance and Advisory Services, QuickBooks Accounting Help and Assistance, Financial Projections and Forecasts, Accounting Services, IRS representation, Litigation Support and Forensic Accounting.

This is a lucrative opportunity for a Tax Manager aspiring to own their own firm in the next 2-3 years. This would be a chance to take over a consistent book of business that has been built up over the last 40 years by an established CPA.

Benefits
2 weeks PTO
Closed every Friday April 16th- Nov 30th
Holiday pay
401k profit sharing program
All CPA certification costs covered

Our financial firm is seeking a dynamic Permanent Tax Manager, CPA to join our team. This is an exciting opportunity to work in a fast-paced environment with a diverse range of clients, from high-net worth individuals to small businesses. The successful candidate will be responsible for managing tax compliance, tax planning, and income tax planning. This position requires a high level of proficiency in QuickBooks Online and Desktop, Ultratax, and other accounting software. The role also involves providing remote support to our clients, making strong client-facing skills a must. As a Tax Manager, you will play a pivotal role in ensuring the financial success of our clients and our firm.

Responsibilities:

• Manage tax compliance for a diverse range of clients, including high-net worth individuals and small businesses.
• Develop and implement strategic tax planning for clients.
• Provide income tax planning services to help clients minimize their tax liability and ensure compliance with tax laws.
• Provide remote support to clients using various accounting software, including QuickBooks Online and Desktop and Ultratax.
• Maintain strong client relationships through regular communication and excellent customer service.
• Stay up-to-date with the latest developments in tax laws and regulations.
• Work closely with other team members to ensure the firm's tax services are delivered in a timely and efficient manner.

Qualifications:

• CPA Certification is required.
• Minimum of 3 years of experience in a similar role.
• Extensive experience with QuickBooks Online and Desktop, Ultratax, and other accounting software.
• Strong knowledge of tax compliance and tax planning strategies.
• Experience working with high-net worth individuals and small businesses.
• Excellent client-facing skills, with a proven ability to build and maintain strong client relationships.
• Strong problem-solving skills, with the ability to think strategically and provide innovative solutions to complex tax issues.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and manage multiple tasks and deadlines.
• Strong attention to detail and a high level of accuracy in all work.
• Knowledge of small business tax and Small Business Corporation tax regulations.

This is an exciting opportunity for a dynamic and experienced Tax Manager, CPA to contribute to the success of our firm and our clients. If you are passionate about tax and are looking for a challenging and rewarding role, we would love to hear from you!