Sr. Tax Manager

Sunbridge Advisors; United States; Vor Ort; USD 60.000 - 100.000; Vollzeit

Zusammenfassung

An established industry player is seeking a knowledgeable Tax Advisor to enhance their team. This role is pivotal in guiding clients through complex tax regulations while maximizing their financial efficiency. The ideal candidate will bring expertise in tax returns, particularly 1040s, and will thrive in a modern, fast-paced environment. As a Tax Advisor, you will prepare and review tax filings, offer strategic tax planning advice, and ensure compliance with current laws. Join a growing firm where your contributions will significantly impact clients' financial success and career growth opportunities are abundant.

Qualifikationen

• 5+ years of experience in public accounting with a focus on tax.
• Strong understanding of tax regulations and financial concepts.

Aufgaben

• Prepare and review tax returns for individuals and businesses.
• Provide expert advice on tax planning strategies.
• Stay updated on changes in tax legislation.

Kenntnisse

CPA or EA license

Financial analysis

Technical accounting practices

Analytical skills

Communication skills

Organizational skills

Ausbildung

Bachelor's degree in Accounting or Finance

Jobbeschreibung

Sunbridge Advisors recently acquired Fernandez & Fernandez, CPA; a firm that has been serving over 500 local businesses in the 25 years in Texas. Our clients rely on us to keep their books, run their payroll, file and advise them on business and personal tax matters.

We are seeking a knowledgeable and detail-oriented Tax Advisor to join our team. The ideal candidate will possess a strong understanding of tax regulations and financial concepts, enabling them to provide expert advice and support to clients. As a Tax Advisor, you will play a crucial role in helping individuals and businesses navigate complex tax issues, ensuring compliance while maximizing financial efficiency.

While experience with 1040s is a requirement, familiarity with 1120s and 1065 forms is a great asset as most of our clients are small businesses and partnerships.

Our firm is growing, and this role would fit a motivated tax professional who prefers a modern firm and a fast-paced career progression.

Responsibilities

• Prepare and review tax returns for individuals and businesses, ensuring accuracy and compliance with current tax laws.
• Provide expert advice on tax planning strategies to minimize liabilities and optimize financial performance.
• Conduct thorough account reconciliation to ensure all financial records are accurate and up-to-date.
• Analyze financial statements and reports to identify potential tax implications and opportunities for savings.
• Assist clients with asset management decisions, providing insights on the tax impact of various investment strategies.
• Stay updated on changes in tax legislation and public accounting standards to provide informed guidance.
• Collaborate with clients to gather necessary documentation for tax filings and audits.

Skills

• CPA or EA license or 5 years of experience in public accounting (tax function) required.
• Strong understanding of financial concepts, including asset management and financial analysis.
• Proficiency in technical accounting practices, particularly in tax accounting.
• Excellent analytical skills with the ability to interpret complex financial data.
• Ability to communicate effectively with clients, providing clear explanations of tax-related matters.
• Strong organizational skills to manage multiple client accounts efficiently.

Join our team as a Tax Advisor where your expertise will make a significant impact on our clients' financial success!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

Business Consulting and Services