Hybrid CPA Tax Manager

VALiNTRY Services; Mason City (IA); Hybrid; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

SIMPLE IRA

Zusammenfassung

VALiNTRY Services, LLC in Mason City, IA, is seeking an experienced Tax Manager or Senior Tax Accountant for a hybrid role (3 days in office, 2 remote).

You should have at least 5 years in public accounting tax, enjoy client interaction, and handle complex returns with advisory services. The salary range is $80,000 to $100,000 annually, with benefits and growth opportunities.

Qualifikationen

• Minimum 5 years of recent public accounting tax experience.
• Ability to review complex returns and engage with clients.
• Strong knowledge of federal and state taxation for individuals and entities.
• Experience supervising or mentoring staff.

Aufgaben

• Review complex federal and state tax returns for individuals, corporations, partnerships, trusts and estates.
• Manage tax engagements from planning through preparation, review and final delivery.
• Provide tax planning, research, projections, compliance and consulting services.
• Identify tax-saving opportunities and advise clients on strategies.
• Supervise, mentor, and review tax staff work.
• Develop client relationships and meet with clients to discuss tax matters.

Kenntnisse

Tax planning

Client engagement

Mentoring staff

Research tax issues

Communication with clients

Ausbildung

Bachelor's degree in Accounting

Tools

UltraTax

Jobbeschreibung

Public Accounting | Tax Planning, Compliance & Client Advisory

Location: Mason City, IA
Employment Type: Full-Time
Compensation: Competitive, Based on Experience
Benefits: Medical, Dental, Vision & SIMPLE IRA

ABOUT THE ROLE

VALiNTRY is seeking an experienced hybrid3 days in the office two days remoteTax Manager or Senior Tax Accountant for an established public accounting firm in Mason City, IA.

This position is ideal for a tax professional with at least 5 years of recent public accounting experience who enjoys working directly with clients, reviewing complex tax returns, providing tax planning and advisory services, and mentoring junior accounting professionals.

The role involves managing tax engagements for a diverse client base, including closely held businesses, high-net-worth individuals, partnerships, trusts, and estates.
The salary range for this position is $80,000 to $100,000 per year. However, if you possess additional valuable skill sets that could benefit the enterprise, you may be eligible for higher compensation. We encourage strong technical candidates to apply without hesitation.

KEY RESPONSIBILITIES

• Review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.

• Manage tax engagements from initial planning through preparation, review, and final delivery.

• Provide tax planning, research, projections, compliance, and consulting services.

• Identify tax-saving opportunities and advise clients on tax strategies.

• Supervise, mentor, and review the work of tax staff.

• Manage multiple client engagements while meeting deadlines and maintaining quality standards.

• Develop and maintain strong relationships with existing clients.

• Meet directly with clients to discuss tax matters, financial considerations, and business needs.

• Support business development through excellent client service and relationship management.

• Stay current with federal and state tax laws and regulatory changes.

ESSENTIAL SKILLS & EXPERIENCE

• Bachelor's degree in Accounting.

• Minimum 5 years of recent public accounting tax experience.

• Demonstrated progression in tax preparation, review, and client engagement responsibilities.

• Strong knowledge of federal and state taxation for individuals and business entities.

• Experience reviewing complex tax returns and managing multiple engagements.

• Ability to research tax issues and provide practical recommendations.

• Experience supervising or mentoring accounting staff.

• Strong organizational, analytical, and problem-solving skills.

• Excellent communication skills and ability to interact directly with clients.

• Proficiency in Microsoft Office and professional tax preparation software.

DESIRABLE QUALIFICATIONS

• Active CPA license or Enrolled Agent (EA) designation.

• Experience using UltraTax software.

• Experience serving closely held businesses and high-net-worth individuals.

• Background in tax planning, business advisory, and consulting.

• Experience supervising tax engagements and developing junior staff.

• Strong client relationship management skills.

WHAT MAKES A GREAT FIT

We're looking for a tax professional who can do more than prepare returns. The ideal candidate understands the importance of tax planning, client relationships, and delivering practical advice that helps individuals and businesses make informed financial decisions.

You should be comfortable managing multiple engagements, reviewing complex returns, mentoring staff, and communicating directly with clients.

This opportunity is particularly well suited for an experienced Senior Tax Accountant ready to take on greater responsibility or an established Tax Manager who enjoys working in a relationship-driven public accounting environment.

COMPENSATION & BENEFITS

• Competitive compensation based on experience and qualifications.

• Medical, dental, and vision insurance.

• SIMPLE IRA retirement plan.

• Opportunity to work with a diverse portfolio of business and individual clients.

• Professional growth and leadership opportunities.