CPA- Tax Manager

Ultimate Staffing; Waverly (IA); On-site; USD 80,000 - 110,000; Full time

Job summary

A reputable public accounting firm in Waverly, Iowa is seeking an experienced CPA, Tax Manager. This full-time role entails managing tax, accounting, and consulting services while collaborating with staff. The successful candidate will oversee and review work, prepare complex tax returns, and ensure exceptional client service. Candidates should possess a strong accounting background, a CPA license, and at least six years of public accounting experience. This position supports a path towards ownership opportunity.

Qualifications

• Minimum 6 years of public accounting experience or equivalent.
• Deep experience with corporate, partnership, and individual taxation.

Responsibilities

• Manage and review work for Tax Seniors and Associate Accountants.
• Prepare complex corporate, partnership, trust, and individual tax returns.
• Deliver timely and professional client service.

Skills

Strong technical proficiency in taxation

Excellent attention to detail

Strong communication skills

Ability to manage multiple projects

Proficient with accounting software

Education

B.A., B.S., or A.A. in Accounting

CPA

Tools

QuickBooks

Job description

Ultimate Staffing is seeking an experienced CPA, Tax Manager on behalf of our client in Waverly, Iowa.

This is a full‑time, direct‑hire opportunity with a long‑standing, reputable public accounting firm with OWNERSHIP OPPORTUNITY.

Job Summary

The CPA, Tax Manager is responsible for delivering a full range of tax, accounting, and consulting services while independently managing engagements and collaborating with Tax Seniors and Partners. This role oversees staff assignments, reviews work, ensures high‑quality output, and provides exceptional client service. This position is responsible for ensuring the location meets budget and revenue growth goals.

Key Responsibilities

• Assign, manage, and review work for Tax Seniors and Associate Accountants.
• Coordinate staffing, deadlines, and engagement schedules with Partners.
• Prepare complex corporate, partnership, trust, and individual tax returns.
• Apply advanced tax planning strategies, compliance knowledge, and research techniques.
• Analyze complex tax and accounting concepts for consulting and planning engagements.
• Prepare and review compilation and financial statement engagements.
• Manage audit and review engagement teams (as applicable).
• Serve as the primary contact for assigned clients.
• Manage project planning, data collection, issue resolution, and timeline adherence.
• Review and sign returns prepared by staff as needed.Deliver timely, accurate, and professional client service.
• Train Associate Accountants and Tax Seniors on firm processes and technical areas.
• Develop expertise in specialized industries; share knowledge through internal training.
• Maintain communication with Partners regarding status updates, staffing, and engagement issues.
• Consistently meet monthly and annual billable hour goals.
• Produce accurate, professional, and fully compliant deliverables.

Required Skills & Abilities

• Strong technical proficiency in taxation, tax planning, compliance, and research.
• Knowledge of GAAP, tax basis, and cash basis accounting principles.
• Ability to manage multiple mid‑sized and large projects.
• Skilled in reviewing work and guiding Associate and Senior staff.
• Excellent attention to detail and commitment to quality.
• Proficient with accounting software, including QuickBooks and firm‑specific platforms.
• Strong communication, customer service, and organizational skills.

Education & Experience

• B.A., B.S., or A.A. in Accounting required.
• Minimum 6 years of public accounting experience or equivalent.
• CPA Required.
• Deep experience with corporate, partnership, and individual taxation.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.