Tax Manager

Jobot; Chapel Hill (NC); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Unlimited PTO

Medical Insurance

Dental Insurance

Vision Insurance

Voluntary Insurance

401(k) Matching

Performance Bonus

12 Paid Holidays

Off-season Flex Fridays

Closed on Fridays in June

Professional Development

Job summary

Jobot is seeking a Tax Manager to lead high-level tax work while working remotely. The role focuses on reviewing work products, serving as the client liaison, and identifying opportunities to provide value-added services while supporting business development.

A CPA or EA and 5+ years of tax experience are required. As part of a mid-sized Southeast-focused firm, you’ll enjoy a collaborative environment, development opportunities, and a strong benefits package.

Qualifications

• CPA or Enrolled Agent (EA) credential.
• 5+ years of tax prep and review experience.
• Strong project management, analytical, interpersonal and communication abilities.
• Self-motivated with multi-tasking and time-management skills.
• Interest in business development and expanding client relationships.

Responsibilities

• Perform initial/final review of work products for managers, tax seniors, staff and interns.
• Act as primary client contact for the firm.
• Identify opportunities for value-added services by staying informed on client needs.
• Communicate staffing/workload to Resource Planning and confirm objectives with client.
• Identify and resolve tax-technical issues to ensure compliance with tax laws.
• Coach and mentor staff to develop their skills and careers.
• Assist with developing strategies to meet client needs and cross-sell services.
• Support partner team with strategy, objectives, and budgets.

Skills

CPA or EA

5+ years tax prep & review

Project management

Analytical skills

Interpersonal skills

Communication skills

Multitasking

Business development

Work ethic

Sense of humor

Tools

CCH Axcess Tax

CCH Engagement

QuickBooks

Job description

Tax Manager - REMOTE - Business Tax

Salary: $120,000 - $140,000 per year

This Jobot Job is hosted by: Sean Copeland

A bit about us:

We are a mid-sized firm serving the Southeast and Eastern Seaboard as the premier accounting, tax, and consulting firm by combining personalized attention with the expertise and resources of a larger firm.

Why join us?

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development

Job Details

Key Responsibilities

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Support business development efforts by nurturing existing relationships and helping to identify new client opportunities

Required Qualifications

• CPA or Enrolled Agent (EA)
• 5+ years of tax prep & review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Excellent work ethic and a sense of humor are a must!
• Ability or interest in business development and expanding client relationships.

Preferred Qualifications

• Experience with auto dealership or related industry
• Consultative/Advising Experience
• Knowledge of CCH Axcess Tax, CCH Engagement, and QuickBooks

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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