Manager – Tax

Accounting & CPA Firm; Falcon Heights (MN); Sur place; USD 95 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical

Health Savings Account (HSA)

Flex Spending Account (FSA)

Dependent Care Flex Spending Account (

Profit Sharing with 401k Plan

Group Term Life Insurance

Short Term Disability

Paid Time Off

Résumé du poste

Jak + Co. seeks a Tax Manager to oversee the preparation and review of complex tax returns for diverse clients. You will apply advanced tax knowledge, supervise preparers, and ensure timely, accurate filings while guiding staff development and leveraging ProSystem tax software.

The role requires strong research skills, leadership, and effective communication with clients and team members in a dynamic public accounting environment.

Qualifications

• Six or more years of public accounting experience with tax return complexity.
• At least one year supervising tax preparers.
• CPA license or Enrolled Agent license.
• Bachelor’s in accounting or Master’s in taxation.
• Proficient in tax research.

Responsabilités

• Performs technical review of all tax returns.
• Ensures accuracy and timely delivery of returns.
• Mentors and trains junior staff.
• Supervises tax software usage and electronic filing.
• Communicates tax developments to staff.
• Develops and refines tax procedures.
• Represents the firm professionally at functions.

Connaissances

Tax research

Staff mentoring

Formation

Bachelor’s degree in accounting or Master’s degree in taxation

Outils

ProSystem tax software

CCH Workflow

Description du poste

A Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed management and supervisory skills are required.

We have:

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals
• The resources, expertise, and global capability of a large accounting firm together with the responsiveness and accessibility ofa local firm
• We offer two convenient office locations: our main office in Falcon Heights, providing easy access to both Minneapolis and St. Paul, and a second office in Rogers to better serve clients in the northwest metro area.

You Have:

• At least six (6) years experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
• Minimum of one (1) year experience supervising and directing work of tax preparers.
• Associates or Bachelor’s degree in accounting, or Master’s degree in taxation.
• A current and valid certified public accountant’s license is required OR a current and valid enrolled agent license.
• Proficiency in tax research skills..

You will (job responsibilities):

• Performs technical tax review of all tax returns (individual, business, trust, gift, not-for-profit, and miscellaneous, as needed).
• Identifies and manages issues and ensures the accuracy of the tax return.
• Demonstrates the ability to apply knowledge in one or more technical specialty areas.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients’ tax returns.
• Acts as a resource for tax preparers on specific tax issues and/or questions.
• Performs tax research to resolve issues identified during reviews.
• Communicates to the appropriate firm personnel important tax developments affecting the firm’s clients.
• Develops/refines tax preparation procedures to increase efficiency and effectiveness of the process. Prepares documentation of procedures and communicates to staff.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Supervises staff and provides on-the-job training.
• Maintains familiarity with qualifications of staff members; reviews staff assignments for appropriateness.
• Assumes client service responsibility for clients the tax manager works with directly, or where the responsibility is delegated from the partner.
• Possesses a complete knowledge of the firm’s philosophy and its’ opinion on tax matters.
• Participates in the firm’s Mentor Program as a mentor to senior and staff accountants.
• Supervises the use of ProSystem tax software, communicates updates to be installed, resolves issues and answers questions related to using the software.
• Supervises electronic filing of tax forms and ensures timely resolution of issues. Communicates updates from IRS and changes in firm procedures to administrative personnel.
• Develops materials and conducts new hire training in the firm’s tax preparation procedures.
• Monitors CCH Workflow software to ensure all tax projects are tracked through tax preparation and delivery process.
• Prepares annual staff evaluations and engagement performance reviews.
• Represents the firm in a positive and professional manner at all business related functions.

Travel:

• Occasional same day travel for work at client’s offices, meeting, and seminars using a personal vehicle.
• Occasional out-of-town travel with overnight stay for work at client’s offices, meetings, and seminars using personal vehicle.
• Occasional overtime work required throughout the year. Heavy overtime work required from January to April 15; may be in excess of 55 hours per week. Required to work most Saturdays during this time period.

Benefits Provided (Full-Time Staff):

• Medical
• Health Savings Account (HSA)
• Flex Spending Account (FSA)
• Dependent Care Flex Spending Account (DCFSA)
• Profit Sharing with 401k Plan
• Group Term Life Insurance
• Short Term Disability (if not state mandated)
• Paid Time Off

Benefits Provided (Part-Time Staff):

• Earned Safe & Sick Time

Pay: $95,000 – $150,000