Tax Manager

Why are we innovative:

Our firm was established in 2015 with a goal to provide a personalized approach to business accountancy. Since its inception, we have helped countless entrepreneurs, private businesses, and non-profits realize their maximum growth potential through tailored professional services. Our consultants pride themselves in providing big firm experience without the big firm prices - going beyond the numbers to help their clients grow.

Why join us?

• Work-life balance + in office or remote work option
• Competitive base and overall compensation package
• Generous vacation, sick, and paid holidays
• Benefits Medical, Dental, and Vision
• Life Insurance coverage
• 401(k) with company match
• We offer tailored made Career Compasses. Setting goals together for your career enhancement + work-life balance

Qualifications

• CPA or EA License required
• Minimum of 8 years of experience in public accounting as a CPA
• Must have been a Tax Manager role prior to applying
• Must have international taxation exposure
• Ideally an MBA or Masters Degree in Accounting/Taxation, but Bachelors is not a deal breaker
• Bonus points for being proficient in CCH Access but not mandatory.
• Must be proficient in Excel
• Bilingual (English and Spanish) for extra points.

Essential Duties and Responsibilities

• Review pass-through, corporate and individual returns.
• Manage compliance engagements, from budgeting to scheduling to managing staff.
• Perform research and draft memoranda.
• Train and supervise staff, review, and evaluate their work.
• Build new and existing client relationships and demonstrate interest and knowledge of client’s business.

Supervisory Responsibilities

• Responsible for the overall direction, coordination, and evaluation of senior and staff accountants.
• Responsible for training new staff; planning, assigning, and directing work; appraising performance and facilitating the resolution of problems.

Industry: Financial Services, Individual & Family Services, Accounting