Tax Manager

Southwest Accounting Resources, Inc; Flagstaff (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player in wealth management is on the lookout for a skilled Tax Practice Manager to spearhead their new tax preparation services. This role is pivotal in enhancing client relationships and driving tax strategy while ensuring compliance and accuracy in filings. You will be instrumental in optimizing processes and providing cross-training to advisory staff. If you have a passion for tax strategy and a proven track record in tax preparation, this opportunity offers a chance to make a significant impact in a growing firm. Join a team that values expertise and innovation in financial services.

Qualifications

• 5+ years in tax preparation, including complex returns for families and businesses.
• CPA required; Bachelor's in Accounting, Finance, or related field essential.

Responsibilities

• Conduct client consultations, manage onboarding, and provide strategic tax advice.
• Oversee tax filings for individuals, trusts, partnerships, and S-Corps.

Skills

Tax Technology Proficiency

Strong Communication Skills

Analytical Skills

Project Management Abilities

Education

CPA License

Bachelor's in Accounting or Finance

Master's in Taxation

Job description

Our client, a rapidly growing Wealth Management Firm in Flagstaff, AZ, is expanding their services to include Tax Preparation for their clients. The 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:

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

Qualifications:

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

For immediate consideration, email your resume in a Word document to [e-mail].