Tax Manager

Navigator Recruiting; Boulder (CO); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Performance reviews and bonuses

100% paid employee premiums for major/

401k Safe Harbor match

PTO, holidays, and comp time

Hybrid remote/office

Job summary

Navigator Recruiting client has been a well-established CPA firm in Boulder for 35 years and has been nominated as one of the best CPA firms to work for or do business with in Boulder. They are seeking a full-time Tax Manager to lead complex tax planning, preparation and review for individuals and small businesses.

The role is in-office 3 days/week with WFH 2 days, offering a supportive culture and generous benefits.

Qualifications

• CPA license is required.
• 7+ years of experience in the preparation and review of tax returns for individuals, fiduciary, non-profit organizations and small businesses.
• Strong communication and client service skills.
• UltraTax and QuickBooks experience is helpful.

Responsibilities

• Professional management of compliance, planning and consulting for multiple clients
• Review and interpretation of financial records to determine any adjustments needed to prepare tax returns and compliance filing requirements
• Direct and timely communication with clients to obtain additional information regarding their tax planning and compliance issues
• Successful research of tax laws and compliance on complicated issues relative to tax planning for our clients
• Preparation and review of tax returns in a timely and efficient manner
• Supervision, development and mentoring of fellow staff to assist with client needs and professional growth
• Promotion of the firm through occasional business-building activities

Skills

Strong communication

Client service

Tax planning

Tax research

Education

CPA license

Tools

UltraTax

QuickBooks

Job description

Tax Manager

Boulder, CO (In-Office 3 Days/Wk; WFH 2 Days/Wk; Full-Time Role)

Public Accounting

Salary: $100,000 - $140,000 + Bonus + Full Benefits

__________________________________________________________________________________________

7+ Years’ Public Accounting. Exp.

Must have strong communication, client service, tax research and planning skills

Good benefits, work/life balance and office environment!

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Company Information

Navigator Recruiting client has been a well-established CPA firm in Boulder for 35 years and has been nominated as one of the best CPA firms to work for or do business with in Boulder on a regular basis and has a healthy stream of word-of-mouth/referred clients on a continual basis. This firm has a peaceful office and supportive culture - dedicated to the well-being of the team. The firm provides tax planning and preparation, bookkeeping and payroll, and advisory services to small business and individuals and is seeking a full-time Tax Manager to be responsible for complex tax planning, preparation and review (preparation and review work may be split 50/50). Specifically, the firm is seeking someone with a great personality who excels at client service and can independently manage a substantial client list with various business and individual returns. The firm has low turnover and a strong group of core employees who’ve been with the firm for a long time and people work well together as a team. The firm would like for the chosen individual to work in-office at least 3 days/week (and from home up to 2 days/week) during the non-busy season and in the office at least 4 days/week (and home up to 1 day/week) duing busy season. The firm is open to hiring someone with a specific specialization.

Benefits include:

• Performance reviews and bonuses: summer appreciation reviews with Shareholders and firm-wide bonuses, annual raise and bonus to recognize performance. (Bonuses, which are typically awarded after busy season and at year-end, could account for up to 10% of your base salary.)
• 100% paid employee premiums for major medical, dental, life and AD&D, vision, and STD/LTD (spouse and depdendents at cost).
• 401k: Safe Harbor match for retirement plan, personal financial planning services available.
• PTO: sick leave, bereavement leave, and vacation in addition to comp time and generous holidays, and half-day paid Friday’s in the summer.
• Career development: firm pays for all professional licensing and membership fees, dues, and CPE and encourages further professional training and growth.
• Work/life balance: flexible scheduling, hybrid remote/office work, 1400 average charge hours per year, comp time for tax season hours, ~200 hours of office closings/holidays per year, free tickets to sporting eventsand concerts, reimbursements for participation in cultural events or contributions to non-profits.
• Positive culture: respectful and friendly atmosphere, open door policies for communication, participation in policy-making is encouraged, safe environment where gossip and politics are discouraged and rules are fairly administered, no micro-managing.
• Quality work environment: newly renovated office space with break room/bar/kitchen and spacious private offices with natural light and views of the Flatirons, upscale coffee options in office, free meals and snacks at tax season and other occasions.
• Leadership: Executive Committee focused on innovation and embracing new ways of doing business and serving clients; Coaching and semi-weekly Roundtables for professional support.
• Rewarding work: work independently with your own clients one-on-one, develop long-term relationships, make a difference and grow with them through the changes life brings.
• Ownership potential: Path to Shareholder is available and encouraged for a star performer in this role.
• Cell phone reimbursement.
• Massages: last but not least, this firm provides free in-house massages at your convenience 17 times per year.

Responsibilities

• Professional management of compliance, planning and consulting for multiple clients
• Review and interpretation of financial records to determine any adjustments needed to prepare tax returns and compliance filing requirements
• Direct and timely and communication with clients to obtain additional information regarding their tax planning and compliance issues
• Successful research of tax laws and compliance on complicated issues relative to tax planning for our clients
• Preparation and reviewof tax returns in a timely and efficient manner
• Supervision, development and mentoring of fellow staff to assist with client needs and professional growth
• Promotion of the firm through occasional business-building activities

Requirements

• High levels of intelligence, integrity, honesty, motivation, and aptitude for the public accounting profession
• CPA license is required
• UltraTax and QuickBooks experience is helpful
• 7+ years of experience and demonstrated ability in the preparation and review of income tax returns for individuals, fiduciary, non-profit organizations and small businesses
• Ability to acquire, develop, and retain clients
• Resourcefulness and willingness to learn

• Proficiency in Microsoft Office software
• Strong organizational skills, high attention to detail, ability to prioritize tasks and handle multiple projects
• Ability to exercise good judgment, be a team player and be proactive
• Strong verbal and written communication and interpersonal skills with a passion for service
• Ability to meet deadlines and handle stressful situations professionally and effectively
• Ability to adhere to security procedures in handling confidential and sensitive information at all times
• Ability to work extended hours, including evenings and weekends, during tax season and during other deadline periods as needed
• Ability to develop and coordinate plans for work completion
• Ability to manage and communicate effectively with fellow staff members
• Apply and provide feedback to improve performance for yourself and others
• Adaptability to change in the work environment, manage competing demands, deal with unexpected assignments or events
• Exercise good judgment by recognizing when assistance is needed and make timely decisions supported by sound reasoning