Tax Manager

Revo Taxpayer Advocacy; Grapevine (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401k with company match

PTO 20 days after 5 years

Paid holidays

Job summary

Revo Taxpayer Advocacy in Grapevine, TX seeks a Tax Manager with 5+ years of tax season experience and active CPA or EA. You will manage high-net-worth and business clients, review returns, advise on tax planning, and lead audits. Hybrid in-person/remote work is available after training.

Compensation is competitive with a top-5% industry package, plus bonuses and full benefits. Excellent communication and leadership skills are essential.

Qualifications

• Bachelor's degree in Accounting is required.
• Active CPA or EA is required.
• Minimum of five full years of tax season experience is required.
• Strong experience with a variety of tax operations and ability to drive process improvements is required.
• Strong communication, organizational, analytical, client service, presentation and PC skills including Microsoft Office and tax software proficiency is required.

Responsibilities

• Manage a portfolio of high-net-worth individual and business clients.
• Review, and deliver individual, partnership, and S corporation tax returns for clients in a variety of industries.
• Consult with clients regarding tax compliance, planning opportunities, and other tax matters.
• Identify, research, and resolve tax issues, including complex tax research and projections.
• Develop and maintain strong professional client relationships.
• Manage tax deadlines, workflow, and engagement budgets for assigned clients.
• Manage and develop staff through coaching, technical guidance, and performance feedback.
• Lead IRS and state audits and communicate with taxing authorities.
• Work directly with senior managers and partners on complex client matters.
• Identify and implement opportunities to improve tax processes, workflows, and client service.

Skills

CPA credential

EA credential

Tax planning

Client service

Communication

Microsoft Office

Education

Bachelor's degree in Accounting

Tools

CCH Axcess

SurePrep

Job description

Do you like explaining complex ideas in simple, positive ways?

Do you like asking good questions so you can make insightful recommendations?

Do you like chasing down missing pieces in order to tie up loose ends? Are you a self-starter?

Do you have 5 or more years of recent tax preparation experience?

Our company is growing, and we are looking for an experienced Tax Manager to join our team. We are interested in candidates who have held a position with any of these titles:

• CPA (Certified Public Accountant)
• Senior Tax Associate
• Tax Manager

At Revo Taxpayer Advocacy, we help our clients pay only the taxes they’re legally obligated to pay and not a penny more. Help people maximize their wealth by minimizing their taxes. Here is who we are looking for -

Videos here from founders and employees, so you can see behind the scenes before you apply!

https://www.revotaxpayer.com/careers

Some of the tasks you will do as a Tax Manager are:

• Manage a portfolio of high-net-worth individual and business clients
• Review, and deliver individual, partnership, and S corporation tax returns for clients in a variety of industries
• Consult with clients regarding tax compliance, planning opportunities, and other tax matters
• Identify, research, and resolve tax issues, including complex tax research and projections
• Develop and maintain strong professional client relationships
• Manage tax deadlines, workflow, and engagement budgets for assigned clients
• Manage and develop staff through coaching, technical guidance, and performance feedback
• Lead IRS and state audits and communicate with taxing authorities
• Work directly with senior managers and partners on complex client matters
• Identify and implement opportunities to improve tax processes, workflows, and client service

Potential hybrid (in-person and remote) opportunity for the right, local candidate! We will want you to be in the office full-time initially for training and so you can get to know our team. Once you understand our processes and systems, and integrate with the team, you can work a hybrid schedule where you come into the office 1-2 days a week.

Education, Skills & Experience:

• Bachelor's degree in Accounting is required
• Active CPA or EA is required
• Minimum of five full years of tax season experience is required
• Strong experience with a variety of tax operations and ability to drive process improvements is required
• Strong communication, organizational, analytical, client service, presentation and PC skills including Microsoft Office and tax software proficiency is required
• Ability to juggle multiple priorities, meet deadlines, and thrive in a fast-paced, team-oriented environment is required
• CCH Axcess software proficiency is a plus
• SurePrep software proficiency is a plus

What is the compensation:

Our compensation package is in the top 5% of the industry. We hire the best, train you well, pay you generously, and want you to stay. This position is a full-time, salaried position.

• Base salaries: Your salary will be determined by your level of experience and adjusted according to your performance (“performance” is more than the number of hours you work). The more you grow your skills and contribute to Revo’s success, the higher your salary.
• Bonuses: Tax Managers are eligible for a performance-based annual bonus, with a target bonus of approximately 25% of base salary. Bonus awards are based on a combination of individual performance and company performance, with the opportunity to earn above the target for exceptional performance and strong company growth. We are very happy to reward outstanding contributions.

A more detailed compensation conversation will be had if you are called for an interview.

What are the benefits:

This full-time position includes full benefits, which take effect after a 90-day probation period. Our benefits package is generous and growing. Benefits for every full-time position are:

• Medical insurance through Blue Cross Blue Shield of Texas, 70% paid by Revo
• Voluntary dental insurance through Delta Dental
• Voluntary vision insurance through Humana
• Short & long term disability insurance through Guardian, fully paid by Revo
• Life insurance / accidental death and dismemberment insurance through Guardian, fully paid by Revo
• A 401k program with up to a 4% company match.
• 15 company-wide paid holidays, plus 15 days of PTO, increasing to 20 days of PTO after 5 years with the company
• Paid parental leave

Who is Revo Taxpayer Advocacy:

Revo Taxpayer Advocacy is a full service, progressive firm, centrally located in Grapevine, TX. We specialize in:

• Tax planning and strategy
• Tax preparation and compliance
• Ongoing tax advisory and consulting
• Business and individual tax consulting

We’re a small-but-rapidly growing firm with a family culture.

What’s important to us:

Opportunities to stretch and grow. Professional training is emphasized and personal development is always a priority, including for the leadership team. We use what we learn to deliver amazing results for our clients (and our relationships).

A friendly and collaborative office environment . We’ve had jobs where we had to deal with toxic bosses, crushing to-do lists, office politics… That’s not what it’s like at Revo. We’ve built the company that we want to work for: growing, performance-driven, and supportive. Every employee is encouraged to contribute to our processes, plans, and culture.

Once hired, you’ll start helping clients develop their winning tax strategy. And we’ll help you develop your career.