Tax Manager

capstone group; Lynden (WA); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

Vision insurance

Life insurance

Flexible Spending Account

HSA & FSA

Flexible schedule

Job summary

Capstone Group in Washington state is seeking an experienced CPA to join our tax team as a Tax Manager. This role focuses on preparing and reviewing the most complex returns, conducting advanced tax research, and overseeing workflow for tax staff and seniors to ensure quality and profitability.

Requirements include a CPA license, 5+ years of tax experience, ability to work directly with clients and staff, and a strong ownership mindset with keen attention to detail.

Qualifications

• Current CPA License is required.
• 5+ years of tax experience.
• 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 optimal 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.
• Use interpersonal skills to maintain relationships and grow the client base.

Skills

Client interaction

Ownership mindset

Attention to detail

Tax knowledge

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