Manager - Tax & Small Business

Belfint; Wilmington (NC); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

BLS in Delaware seeks a Manager - Tax & Small Business to oversee multiple client engagements. You will review workpapers and tax returns, supervise staff, coordinate workflow, and help develop new business opportunities.

The role emphasizes client relationship management, profitability, and mentoring staff, with flexible hours and strong benefits in a dynamic CPA firm environment.

Qualifications

• Bachelor's degree in Accounting or other business-related degree with emphasis in accounting.
• 7-9 years public accounting experience in a tax environment, including knowledge of current standards.
• Ability to supervise and prioritize multiple engagements, delegating duties appropriately.
• Working knowledge of small business tax compliance.
• Proficient in MS Office Suite, tax software (CCH Axcess preferred), trial balance software (Engagement Manager preferred), and related tools.
• Familiarity with international, multistate, estates & trusts, or high net worth individuals is a plus.

Responsibilities

• Review workpapers and tax returns and develop new business.
• Maintain client contact and thorough knowledge of clients' business.
• Schedule, staff, coordinate workflow, and ensure profitability goals.
• Mentor and develop staff on assignments.
• Prepare invoices to clients and communicate fee details.

Skills

Client relationship management

Team supervision

Tax knowledge

Education

Bachelor's degree in Accounting

Tools

MS Office Suite

CCH Axcess

Engagement Manager

Document management tools

Workflow/Portal tools

Job description

All Jobs > Manager - Tax & Small Business

BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking professionals with experience and advanced technical skills managing multiple tax and accounting client engagements, including scheduling, staffing, coordinating workflow and consistently achieving profitability goals. Examples of work assignments include reviewing workpapers and tax returns and developing new business.

BLS is a Eighteen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, excellent benefits, state-of-the-art technology and continued training. Travel is limited, and compensation will be comparable to experience and qualifications.

Requirements

• Maintaining contact with clients and possessing a thorough knowledge of the client and client's business
• Preparing or performing technical tax review of tax returns of any complexity
• Demonstrating an ability to supervise and prioritize simultaneous engagements, including appropriate delegation of duties
• Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
• Resolving accounting problems and tax issues
• Preparing invoices to clients and communicating details of fees
• Reviewing staff qualifications and assignments for appropriateness
• Mentoring and developing new staff on assignments

Other qualifications include:

• Bachelor's degree in Accounting or other business-related degree with an emphasis in accounting
• 7-9 years public accounting experience in a tax environment, including solid knowledge of current standards and principles
• Demonstrated skills in managing numerous engagements simultaneously
• Working knowledge of small business tax compliance
• Ability to work independently
• Proficient in MS Office Suite, tax software (CCHAxcess preferred), trial balance software (Thomson Reuters Engagement Manager preferred), and other electronic practice management, document management, workflow, and portal tools
• Familiarity with international, multistate, estates & trusts, or high net worth individuals, a plus

Hybrid Schedule Available

Only applicants of interest will be contacted.