Tax Manager

Pulakos CPAs; Albuquerque, Northern (NM, KY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Local firm culture

Hybrid work model

Fridays off May–July

Health, dental & vision insurance

Disability & life insurance

401(k) with company match

Professional development

Job summary

Pulakos CPAs in Albuquerque, NM seeks a Tax Manager to oversee tax compliance, reporting, and planning, review complex returns, and mentor staff.

The role emphasizes client service, research on tax issues, and opportunities to grow professionally in a locally owned firm with flexible, hybrid working arrangements.

Qualifications

• 5+ years in a Tax Department of a Public Accounting firm or equivalent tax experience.
• Tax return preparation for individuals, trusts, and various business entities.
• Excellent interpersonal, oral and written communication skills and ability to interact directly with clients.

Responsibilities

• Oversee tax return preparation of individual, trust and various types of business returns.
• Direct client responsibilities and interaction.
• Research and communicate complex tax issues.
• Maintain accurate and up-to-date client records.
• Ensure clients comply with IRS regulations and meet their state and federal tax obligations.
• Review client financial records, income statements and expenditures.
• Assist clients with tax planning and identifying opportunities for tax savings.

Skills

Public accounting tax knowledge

Client communication

Research tax issues

Mentoring staff

Education

CPA license

Tools

UltraTax

Thomson Reuters Engagement Manager

Microsoft Excel

Job description

Are you tired of big firm politics and private equity looming in the background? Our firm is not for sale. We are locally owned, and not beholden to a home office somewhere else. Pulakos CPAs, a local and independent CPA firm in Albuquerque, NM, has been serving New Mexico businesses for over 65 years. We are seeking a talented and motivated Tax Manager to join our team. With our firm, you will remember all the good reasons why you wanted to pursue a career in accounting. We offer you the chance to learn, to grow, and to become a true professional. We have no minimum chargeable hour requirement, focusing instead on client service and working as a team. No politics. No drama. Just a great team.

Job Summary: The Tax Manager assists in overseeing the firm's tax compliance, reporting and planning functions along with reviewing complex tax returns, ensuring adherence to federal, state and local regulations, developing tax-savings strategies and mentoring Tax staff.

Responsibilities and Duties:

• Ownership of tax return preparation of individual, trust and various types of business returns;
• Direct client responsibilities and interaction;
• Research and communicate complex tax issues;
• Maintain accurate and up-to-date client records;
• Ensure clients comply with IRS regulations and meet their state and federal tax obligations; and
• Review client financial records, income statements and expenditures;
• Assist clients with tax planning, identifying opportunities for both tax savings and great long-term decisions.

Qualifications and Requirements:

• 5+ years previous experience in a Tax Department of a Public Accounting firm or other significant tax experience;
• Tax return preparation of individual, trust and various types of business returns;
• Certified Public Accountant license;
• Ability to research and communicate complex tax issues;
• Excellent interpersonal, oral and written communication skills and
• Willingness to interact directly with clients while delivering high quality service and helping maintain positive client relationships.

The Tax Manager should be proficient in the following or similar software:

• Ultra Tax
• Thomson Reuters Engagement Manager software(or similar trial balance software)
• Microsoft Excel and Word

Benefits and Perks:

• Terrific local firm culture.
• No minimum chargeable hour requirement. We manage the firm based on projects and value to the client, rather than how many chargeable hours you have or your realization level against an unrealistic budget.
• Office closed on most Fridays for the months of May – July.
• Modern technological tools and systems to help make the workday pleasant and efficient.
• The firm is committed to life-long learning andsupportive ingetting all staff appropriate formal training.
• The firm offers subsidized health, dental and vision insurance along with fully paidshort- and long-term disability, life and AD&D insurance and a matching 401(k) Plan.
• Hybrid working arrangements will be considered.