Tax & Business Services Manager (Remote)

Family Legacy Inc.; Greenville (SC); Remote; USD 50,000 - 80,000; Full time

Job summary

An established industry player is looking for an experienced CPA or EA to join their team. This role provides a unique opportunity to tackle complex financial challenges while building lasting client relationships. You will manage a diverse portfolio, offering services from tax compliance to financial planning. The company values meaningful work and offers a comprehensive benefits package, including health insurance and retirement plans. If you're self-motivated and eager to contribute to a growing team, this position is perfect for you.

Benefits

Paid time off

Full health benefits

Continuing educational benefits

Retirement plan

Qualifications

• Licensed CPA or Enrolled Agent required.
• 2-8 years of experience in tax preparation.

Responsibilities

• Build relationships with clients and manage their financial needs.
• Ensure tax compliance and provide financial planning.

Skills

Problem solver

Multi-tasking

Self-motivated

Effective communication

Leadership ability

Ability to learn

Stress management

Education

Licensed CPA

Enrolled Agent

2-8 years of experience

Tools

Quickbooks Online

Job description

Do you love tax, like accounting, enjoy helping businesses, but tire of the public accounting grind?

Family Legacy, a premier accounting and investment service provider is seeking an experienced CPA or EA to join the team.

This position offers the unique opportunity to solve complex financial challenges while fostering relationships with clients, ultimately enhancing their legacies. We are seeking people who want to be part of a growing team doing meaningful work. We offer paid time off, full health benefits including medical, vision and dental, plus continuing educational benefits, a retirement plan, and other long-term possibilities.

In this position, you will serve our diverse portfolio of business and individual clients and will be responsible for providing a range of services including:

• Building relationships with clients
• Tax compliance and planning
• Managing monthly accounting team
• General accounting
• Financial planning analysis
• Retirement plan planning, set-up, management

Education and Experience:

• Licensed CPA or Enrolled Agent
• Minimum 2-8 years of experience
• Business and Individual tax preparation experience
• Quickbooks Online experience

Skills required:

• Problem solver
• Ability to multi-task and balance multiple priorities simultaneously
• Self-motivated, leadership ability - capable of identifying tasks and prioritizing completion
• Ability to work independently
• Ability to communicate effectively
• Ability and willingness to learn
• Able to deal with stressful situations