Manager, Tax

Jobtailor; Wilmington (DE); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a seasoned CPA/EA with at least five years of experience in CPA firms. The role focuses on tax compliance, planning, and engagements for diverse client sets including trusts and S-Corps.

You will review working papers, prepare budgets, and mentor junior staff while building lasting client relationships across the region. The candidate should be adept at managing multiple engagements, communicating clearly, and driving client retention through proactive tax strategies and

Qualifications

• A minimum of a bachelor's degree in accounting.
• CPA or EA certification.
• A minimum of five years of relevant CPA firm experience.
• Ability to develop and sustain business relationships for the purpose of increasing the client base.
• Tax software, Microsoft Suite proficiency. Ability and willingness to travel in the region.

Responsibilities

• Oversee client engagements including compilations, tax compliance, preparation, research, correspondence and planning.
• Develop understanding of client’s business and industry.
• Review and prepare working papers.
• Deliver projects on time, within budget and to client satisfaction.
• Mentor staff and provide evaluative feedback on engagements.
• Assist with development and retention of clients, including cross-selling services.

Skills

Effective Communication

Mentoring

Relationship Building

Problem Solving

Team Development

Data Analysis

Client Retention Strategies

Education

Bachelor's degree in accounting

CPA

EA

Tools

Tax Software

Microsoft Suite

Job description

• Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
• Scope of work will focus on (but not limited to) Trusts, S-Corps, 1040's
• Develop an understanding of a client’s business and aspects of their industry
• Review and prepare clear and concise working papers
• Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
• Develop effective working relationships with internal and external clients
• Assist with development and retention of clients, including the ability to cross-sell services
• Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax
• Deliver projects/engagements on time, within budget and to client's satisfaction
• Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback

Requirements

• A minimum of a bachelor's degree in accounting
• CPA or EA certification
• A minimum of five years of relevant CPA firm experience
• Ability to develop and sustain business relationships for the purpose of increasing the client base
• Tax software, Microsoft Suite proficiencyAbility and willingness to travel in the region

Core Competencies

Demonstrates expertise in tax compliance, preparation, and planning, with a strong focus on client engagement and relationship management. Proficient in developing working papers and delivering projects on time while mentoring staff and enhancing client retention.

Highest-signal resume keywords

• CPA Certification
• Tax Compliance
• Client Engagement
• Microsoft Suite Proficiency
• Business Relationship Development

ATS Optimization Keywords

Hard Skills

• Tax Preparation
• Tax Planning
• Budgeting
• Cash Flow Projections
• Trusts
• S-Corps
• 1040 Preparation
• Working Papers Review
• Data Analysis
• Client Retention Strategies

Soft Skills

• Effective Communication
• Mentoring
• Relationship Building
• Problem Solving
• Team Development

Certifications & Qualifications

• CPA
• EA

Industry Keywords

• Client Engagements
• Tax Compliance
• Accounting
• CPA Firm Experience
• Business Trends

Tools & Technologies

• Tax Software
• Microsoft Suite