Tax Manager

Calqulate Metrics Ltd; Flagstaff (AZ); In loco; USD 110.000 - 180.000; Tempo pieno

Descrizione del lavoro

Calqulate Metrics Ltd is seeking a Tax Practice Manager in Flagstaff, AZ to lead a new tax services area within a growing wealth management practice. You will manage client engagements, oversee complex tax filings, and drive practice efficiency through technology and streamlined workflows.

The role requires CPA licensure, a bachelor's in accounting or finance, and a master's in taxation is a plus; with 5+ years of tax preparation experience, strong communication, analytical, and project

Competenze

• CPA licensure required; Bachelor's in Accounting/Finance or related field; Master in Taxation a plus
• 5+ years in tax preparation, including complex returns for families and business clients
• Proficient in tax technology and software; strong communication, analytical, and project management abilities

Mansioni

• Client Engagement: Conduct client consultations, manage onboarding, and provide strategic tax advice.
• Tax Preparation: Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings, ensuring accuracy and compliance.
• Process Optimization: Standardize workflows, leverage technology to improve processes, and enhance client experience.
• Cross-Training: Provide monthly training for advisory staff on tax strategies and tax law updates.
• Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records

Conoscenze

Client engagement

Tax strategy

Communication

Analytical

Project management

Formazione

CPA license

Bachelor's in Accounting/Finance

Master in Taxation (plus)

Strumenti

Tax software

Descrizione del lavoro

Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. Thie firm is seeking an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.

Key Responsibilities:

• Client Engagement: Conduct client consultations, manage onboarding, and provide strategic tax advice.
• Tax Preparation: Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings, ensuring accuracy and compliance.
• Process Optimization: Standardize workflows, leverage technology to improve processes, and enhance client experience.
• Cross-Training: Provide monthly training for advisory staff on tax strategies and tax law updates.
• Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records

Qualifications:

• Education/License: CPA required; Bachelor's in Accounting, Finance, or related field. Master in taxation a plus
• Experience: 5+ years in tax preparation, including complex returns for families and business clients.
• Skills: Proficient in tax technology and software; strong communication, analytical, and project management abilities.