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Senior Tax Manager Senior Tax Manager Job Description: Our team provides our clients with professional, personalized services and guidance in a wide range of financial and business needs with a focus on building a client relationship. Our firm is primarily focused on tax preparation & consulting, but also provides bookkeeping & compilation work, payroll, and general business consulting services. We’re currently looking to bring in individuals with prior experience with individual and small business clients at the Manager level to help train them on our process and introduce them to our clients. The right individual can expect to start managing their own clients within 1-2 years. We simply have several books of business that need a home over the next few years! Senior Tax Manager Responsibilities: • We are looking for a proactive, self-starting individual to join our small business accounting team. • Be responsible for preparation and review of individual, trust, and small business tax returns as well as coordination of periodic accounting for clients. • Work closely with staff, seniors, other principals, and clients to ensure clear communication and to accomplish project goals. • Manage assigned client relationships, including maintaining and growing book of business. • Supervise staff on assigned engagements. • Candidate will be expected to manage multiple projects and keep colleagues informed of project status and expected completion dates as needed. Excellent verbal and written communication skills are a must. • Candidate will be required to work 50-55 hours a week during tax season. • Candidate will have prior experience with individual and small business clients at the Manager level to help train them on our process and introduce them to our clients. Qualifications: • 4 years’ experience in accounting or tax position. • Bachelor’s Degree in Accounting or Finance. • CPA Licensee, Enrolled Agent, or other Circular 230 credentials. • Intermediate Microsoft Office skills. • Ability to maintain client confidentiality. • CPA with 4-6 years prior public accounting and/or tax preparation experience. • Experience with Thompson Reuters UltraTax and QuickBooks is a plus, but not required. What We Offer: • We offer a flexible work environment to match a candidate’s individual life goals. • Partial remote work is available for the right candidate; however, some in-person training will be required if working remotely. • Benefits include company group health insurance, vision and dental. • SIMPLE IRA retirement plan with 3% employer match. • Company-paid group life insurance, short-term disability, and long-term disability insurance.


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