Tax Manager

Why us?

• We need a motivated team player to be a key member of our team!
• We’re a small firm with a team approach – you’ll work closely with ownership and have direct interaction with clients!
• We value our employees – we offer a work/life balance with flexible schedules, limited overtime, and hybrid (in-person & remote) work and

opportunity for professional growth!

• If you’re seeking potential partnership or ownership, we’ll develop a plan to set you on that path!

We provide a competitive salary, commensurate with experience, plus a quarterly bonus program and a comprehensive benefits package including medical, dental, vision, disability and life insurance and Simple IRA. In addition, we offer professional growth opportunities, a focus on work/life balance including flexible schedules and PTO and vacation time, and a professional, friendly and collaborative office environment.

We are currently seeking a highly organized self-starter with 5+ years of public accounting experience to lead tax engagements and play an essential role in shaping both our staff and client experience.

Responsibilities:

• Review and prepare complex individual, trust, estate and business tax returns
• Lead engagements throughout all aspects of accounting including tax research, tax planning and review and preparation of trust accountings
• Develop and cultivate professional client relationships

Qualifications:

• Bachelor’s degree in Accounting, Master’s degree a plus, Enrolled Agent or 5+ plus years of public accounting experience (without any degree or

certification)

• 5+ years of recent public accounting tax experience progressing in scope and responsibility
• Attention to detail with strong communication, organizational, analytical, client service, problem solving and PC skills including Microsoft Office

and accounting software proficiency (Lacerte, QuickBooks Online and RIA Checkpoint software proficiency are a plus)

• Ability to juggle priorities, manage deadlines, handle confidential materials discreetly and thrive in a fast-paced, paperless, team-oriented

environment.