Tax Manager

Capstone; Lynden (WA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Health, dental, vision insurance

Life Insurance

Flexible Spending Account

HSA & FSA

Flexible schedule

Job summary

Capstone, a fast-growing CPA firm, seeks an experienced CPA to join the tax team and oversee complex tax reviews, research, and workflow for staff and seniors. You will deliver accurate, timely, proactive service to clients with quality control and profitability in mind.

Qualified candidates hold a CPA license, have 5+ years of tax experience, and demonstrate an ownership mindset with strong attention to detail.

Qualifications

• Current CPA License
• Minimum 5+ years tax experience
• Desire and ability to work directly with clients and staff
• High ownership mindset and strong attention to detail

Responsibilities

• Apply knowledge of federal and state tax laws to deliver favorable outcomes for clients.
• Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual clients.
• Meet with new and existing clients regularly to understand needs and opportunities.
• Utilize interpersonal skills to build lasting client relationships and expand business.

Skills

Client interaction

Attention to detail

Ownership mindset

Tax experience

Education

CPA License

Job description

About Us

We are a fast-growing CPA firm with 16 offices across the western U.S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services.Through strong partnerships with financial advisors and attorneys, we deliver a fully integrated client experience.

The Job

We are looking for an experienced CPA to add to our dynamic team of tax professionals. This is a high-impact role responsible for preparing and reviewing the most complex tax returns, conducting advanced tax research, and overseeing workflow for tax staff and seniors. A successful Tax Manager applies broad technical knowledge integrated with business advisory skills to deliver accurate, timely, and proactive service to clients while ensuring quality control and profitability across engagements.

Qualifications for this position:

• Current CPA License
• Minimum 5+ years tax experience
• Someone with a desire and ability to work directly with clients and staff
  
• High ownership mindset and strong attention to detail
  

What do we need you to do?

• Apply your solid knowledge of current federal and state tax laws to provide great tax outcomes for our clients.
• Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual tax clients.
• Meet with new and existing clients on a regular basis.
• Utilize your exceptional interpersonal skills to form lasting relationships with our current clients and create opportunities to expand our business with new clients.

What's in it for you?

• Flexible, growth-oriented environment with real leadership opportunities
• Competitive wages, generous paid time off, and paid holidays.
  
• Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay determined based on experience and education.

Benefits:

• 401(k)match
• 100%company-paidhealth,dental,visionInsurance
• Company-paidlifeInsurance
• FlexibleSpendingAccount
• HSA&FSA
• Flexible schedule