Tax Manager

Keystone Distinction Group; Bremerton (WA); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Bonus potential

401(k) employer match

Work-life balance

Path to Partnership

Job summary

Keystone Distinction Group is seeking a Tax Manager for our well established regional CPA firm. You will oversee tax return preparation, supervise staff, and advise on complex tax issues, with a clear path to Partnership.

We offer strong benefits, including a 5% 401(k) match and potential bonuses, plus favorable work-life balance. The role emphasizes accurate, timely tax work, client service excellence, and leadership within the Tax Department.

Qualifications

• Five to seven years of public accounting experience with progression in tax complexity and research.
• At least one year supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required; master’s degree in taxation preferred.
• Current valid CPA license required.

Responsibilities

• Performs technical review and approval of tax returns and examinations of any complexity.
• Leads larger tax returns and delegates tasks to staff as needed.
• Advises clients with advanced tax planning and issues.
• Ensures client service and timely completion within budgeted time.
• Participates in client meetings and tax planning with Auditing and Accounting Department.
• Supervises tax staff and mentors junior team members.

Skills

Tax review

Client service

Leadership

Training

Budgeting

Communication

Education

Bachelor’s in accounting

CPA license

Master’s in taxation (preferred)

Tools

Tax software

CPA software

Job description

TAX MANAGER

Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, and a fast track to Partnership!

The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. The Manager makes decisions on all but the most unusual tax situations.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
• Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
• Assumes tax preparation responsibility for the more complex business returns.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Adheres to accurate and timely billing and collection processes are made.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.

Supervisory Responsibilities

• Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the Tax Department.

Qualifications

• At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, master’s degree in taxation preferred.
• A current and valid certified public accountant’s license is required.