We are a mid-size bookkeeping firm of about 18 employees specializing in bookkeeping, payroll, and individual and business tax preparation. We are seeking an experienced tax manager to manage tax accounts as well as 5-7 tax preparers. We prepare about 250 business tax returns a year and 400 individual tax returns. Must be willing to follow hybrid work schedule. 2 days in office, 3 days remote.
Job Summary:
Providing employees with guidance, direction, leadership and support, and organizing the production of work and employee workflow. Consulting with clients and handling issues as they arise. Accurately processing of tax returns for businesses and individuals; ensure legal requirements compliance. Responsible for confidential and time sensitive material. Ability to effectively communicate in person, via phone and email with clients. Rely on experience and judgment to plan and accomplish goals. Reports to upper management.
Responsibilities:
Provide 5-7 tax preparers with guidance, direction, leadership, and support
Follow up on tax returns in progress
Organize the production of work and employee workflow
Review employees work and provide constructive feedback
Develop procedures and policies
Prepare Year End and Semi-Annual reviews bookkeeping clients
Prepares income tax return forms for businesses and individuals. (1040, 1120S, 1065, 990, 1120 Forms) using Proseries
Consult with clients to get information on deductible expenses, allowances, and taxable income.
Uses tax form instructions and software to make proper entries on the tax form and compute the amount of taxes an individual or business owes.
Prepare estimated tax payments for clients
Consults tax resources and law books to obtain assistance with atypical returns.
Verifies forms that individuals prepared themselves to check for errors or miscalculations.
Takes continuing education courses to stay up-to-date on changes in federal and state tax codes.
Help with bookkeeping, payroll, and sales tax clients as needed
Use Canopy Practice Management Software to manage clients, employees and workflow
Skills:
Excellent oral and written communication skills
Strong work ethic, professionalism, dependability, and integrity
Motivated worker with the ability to work in a fast-paced environment
Detail Oriented
Organized
Qualifications:
2 Years Management experience
2-3 plus years of experience with forms 1040, 1065, 1120S, 1120, 990
At least 3 Years Quickbooks Desktop and Online experience
Proficient with Excel and Google Docs
Associates or Bachelor degree in Accounting or Finance preferred
Sales Tax experience preferred
EA or CPA Credentials
Payroll Preparation Experience preferred
Experience with Intuit Proseries preferred
Benefits:
Health Insurance for full-time employees after 60 days
Paid holidays for full-time employees
Vacation accrued after 60 days of employment
Sick Time
Simple IRA plan
Hybrid Work Schedule- 2 days in office, 3 days remote
Compensation:
$70,000-$90,000 based on experience, credentials, and education.