Tax Manager

We are a small, family-oriented CPA firm where clients are more than just a number. We value lasting relationships and take pride in providing accurate financials, quality service, and trusted advice. Our team works together to deliver personalized accounting and tax solutions while maintaining a welcoming, supportive workplace.

We are seeking an experienced CPA or tax accountant with at least 7 years of public accounting experience to join our team. The ideal candidate is detail-oriented, organized, and capable of managing multiple client engagements while providing high-quality accounting and tax services.

Essential Position Responsibilities:

• Prepare, review, and finalize individual, partnership, C Corporation, and S corporation tax returns accurately and on time.
• Conduct client tax meetings in person and by phone, clearly communicating tax matters, recommendations, and planning strategies.
• Provide proactive tax planning and year-round advisory services, evaluating each client's unique tax situation to maximize available tax benefits.
• Advise clients on tax, accounting, bookkeeping, payroll, and related financial services.
• Serve as the primary point of contact for clients, responding promptly to questions and managing ongoing client relationships.
• Perform tax research and provide practical solutions to technical tax issues.
• Manage tax and accounting engagements to ensure quality, accuracy, and timely completion.
• Prepare accounting reports and financial information within a paperless office environment.
• Set up and maintain bookkeeping and payroll services for new and existing clients.
• Perform advanced bookkeeping functions, payroll processing, sales and excise tax filings, and assist with preparation of W-2s and 1099s.
• Review the work of team members while providing training, mentoring, and technical guidance.
• Monitor project timelines and ensure all client and regulatory deadlines are consistently met.
• Stay current on tax laws, accounting standards, and regulatory changes to provide accurate and up-to-date guidance

Details: No audit work. Tools: Quickbooks, Ultra Tax and other Thomson Reuters products

Requirements

• Licensed CPA preferred
• Bachelors in Accounting required
• 7+ years of public accounting required
• Strong technology skills
• Ability to work on multiple projects and meet deadlines
• Ability to communicate clearly in writing and verbally
• Team player
• Ability to think innovatively
• Experience with QuickBooks Desktop and QuickBooks Online preferred

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance

Education:

• Bachelor's (Required)

License/Certification:

• CPA (Preferred)

Work Location: In person