Tax & Accounting Manager

Mattson Financial Services, LLC; Grand Rapids (MI); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid vacation and sick time

401(k) with employer match

Health, vision, and dental insurance

Team events, celebrations, and outings

Community involvement opportunities

Mostly onsite with some remote work

Job summary

Mattson Financial delivers comprehensive tax and accounting services, collaborating with advisors to drive client outcomes. The role focuses on preparing and reviewing tax returns, proactive planning, and supporting operations within a growing firm.

The ideal candidate has strong tax knowledge, the ability to manage multiple priorities, and a commitment to client service. CPA/EA pursuit is encouraged.

Qualifications

• Bachelor's degree in Accounting or related field.
• Minimum 3-5 years of tax preparation experience.
• Experience preparing individual, trust, and business tax returns.

Responsibilities

• Prepare and review individual, trust, corporate, and partnership tax returns.
• Develop proactive tax planning strategies for individuals and businesses.
• Collaborate with financial advisors on tax strategies for shared clients.
• Research and resolve complex tax issues as they arise.
• Participate in client meetings and present tax planning recommendations.
• Monitor tax law changes and communicate impacts to clients and staff.
• Assist with workflow management and seasonal tax planning initiatives.
• Process accounts payable invoices.
• Assist with month-end reconciliations.
• Maintain accurate financial records and support accounting operations.
• Help strengthen and improve internal controls.

Skills

Strong technical tax knowledge

Organization & time management

Multitasking & deadline management

Communication & collaboration

Judgment & problem solving

Attention to detail

Self-motivation & accountability

Client service

CPA/EA credential pursuit

Education

Bachelor's degree in Accounting or related field

EA or CPA designation preferred

Tools

Drake

QuickBooks

Microsoft Office Suite

Job description

More Than Tax Preparation, Helping Clients and the Firm Thrive

If you're an experienced tax and accounting professional who enjoys solving complex challenges, building client relationships, and contributing to a growing organization, this is your opportunity to make a meaningful impact. At Mattson Financial, you'll do more than prepare tax returns. You'll collaborate with advisors, provide strategic tax guidance, support accounting operations, and help drive the continued growth of our firm.

What You'll Do

• Prepare and review individual, trust, corporate, and partnership tax returns
• Develop proactive tax planning strategies for individuals and businesses
• Collaborate with financial advisors on tax strategies for shared clients
• Research and resolve complex tax issues as they arise
• Participate in client meetings and present tax planning recommendations
• Monitor tax law changes and communicate impacts to clients and staff
• Assist with workflow management and seasonal tax planning initiatives
• Process accounts payable invoices
• Assist with month-end reconciliations
• Maintain accurate financial records and support accounting operations
• Help strengthen and improve internal controls

What We're Looking For

• Strong technical tax knowledge and accounting expertise
• Excellent organization and time management skills
• Ability to manage multiple priorities and deadlines
• Strong communication and collaboration skills
• Sound judgment and problem-solving abilities
• Exceptional attention to detail and accuracy
• Self-motivated with a high level of accountability
• Commitment to delivering outstanding client service
• EA (Enrolled Agent) or CPA designation preferred
• Candidates actively pursuing CPA or EA credentials are encouraged to apply
• Bachelor's degree in Accounting or related field
• Minimum 3-5 years of tax preparation experience
• Experience preparing individual, trust, and business tax returns
• Proficiency with Drake, QuickBooks, and Microsoft Office Suite

What Success Looks Like

• Accurate, timely preparation and review of tax returns
• Proactive tax planning that creates value for clients
• Strong collaboration with advisors and internal team members
• Efficient management of seasonal workloads and deadlines
• Well-maintained financial records and accounting processes
• Exceptional client relationships and service experiences
• Continuous improvement of internal processes and controls
• Competitive compensation based on experience and licensing credentials
• 50-60 hours per week from January 1 through April 15
• 32-hour workweek (No Fridays) from April 16 through December 31
• Potential for growth into a leadership role
• Paid vacation and sick time
• 401(k) with employer match
• Health, vision, and dental insurance
• Team events, celebrations, and outings
• Community involvement opportunities
• Additional employee perks and incentives
• Mostly onsite with some remote work flexibility
• 50-60 hours weekly during tax season
• 32-hour workweek with Fridays off outside of tax season

We're building a tax and accounting department that works alongside financial planning to deliver comprehensive solutions for our clients. If you're looking for meaningful work, professional growth, flexibility outside of tax season, and the opportunity to help shape a growing department, we'd love to talk with you.