Accounting and Tax Manager

Posted 3 years ago

Accounting and Tax Manager

Are you looking for a unique
and exciting opportunity that will allow you to tap into a variety of
accounting and tax skills?
Would you like
to work in tax without the hours requirements of a traditional CPA firm?
A
very team?oriented environment at our company will expose you to a variety of disciplines that integrate
taxation, financial planning, business structuring, estate planning and
investments.
As an Accounting and Tax Manager, you will assist and collaborate
with directors and the CEO in the overall management of assigned client
base.

Primary responsibilities include

overseeing projects and schedules, supervising client service
teams, and reviewing the work prepared by the staff accountants.

Essential Duties and Responsibilities include:

Review and manage staff
deliverables concerning tax returns, extensions, tax planning calculations, and write?up work for all entity
types (C and S corporations, partnership, fiduciary, non?profit, and gift)
Prepare and review complex tax
planning projections for individual and corporate estimated tax liability
Prepare complex federal and
state individual income, gift tax, and estate tax returns
Conduct complex tax research
and present findings and conclusions
Respond to IRS and state
agency audits, inquiries, and tax notices
Communicate with IRS and
clients in connection with audits, inquiries, and tax notices
Delegate projects to staff and
provide accounting and tax assistance as needed
Communicate directly with
existing clients, colleagues, management, and IRS representatives regarding various tax matters
Lead department in knowledge
of software, processes, and workflows
Evaluate internal controls
related to assigned areas and suggest and implement improvements or enhancements as needed
Manage preparation of client
billings in a timely manner and manage client base AR collections
Direct ongoing employee
training and assist with training for new hires
Seek opportunities for the
firm to develop and grow future leaders, and participate in development and teaching of internal courses

Supervisory Responsibilities

Regularly supervises two or
more firm members. Responsibilities include interviewing, hiring, and training employees; planning,
assigning, and directing work; appraising performance; rewarding and
disciplining employees; addressing
complaints and resolving problems.

Qualifications

CPA certification preferred.
Bachelor’s degree in accounting or other major with tax and accounting coursework.
2?3 years previous
staff accountant experience and at least 2 years reviewing tax returns and financial statements completed
by other staff members

Computer Skills

To perform this job
successfully, an individual should have knowledge of Quickbooks; Microsoft
Outlook, Excel and Word. Knowledge of
the following specialty software packages is highly desirable: ProSystem Tax; BNA Income Tax Planner and
Depreciation Solutions, Visual Practice Management and the ability to learn
other software packages as needed.