Tax Manager

W3Global; Phoenix (AZ); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work arrangements

Flexible PTO

Health plans

HSA

Disability coverage

401(k) retirement plan

Career growth

Community involvement

Job summary

W3Global seeks a Tax Manager to lead and mentor a tax team, overseeing planning, preparation, and review of federal, state, and local returns for individuals and businesses in a small firm environment.

You will guide staff, ensure timely and accurate deliverables, and manage client expectations; requires CPA, 8+ years of US tax experience, deep knowledge of US tax laws, and proficiency with Microsoft 365 and Salesforce.

Qualifications

• 8+ years of US income tax preparation and planning experience.
• In-depth knowledge of US tax laws and regulations.
• Bachelor's degree (or equivalent) in accounting, finance, or related field.
• US CPA or equivalent required.
• Proficiency in Microsoft 365 Suite and tax software; CRM systems.

Responsibilities

• Guide and manage team members to ensure timely and precise completion of tasks.
• Maintain proactive communication with team and clients to manage expectations and deadlines.
• Oversee preparation of complex tax returns for individuals, C-Corps, S-Corps, partnerships, trusts, and estates.
• Review associates' work, provide feedback and training to ensure quality and accuracy.
• Conduct tax research on complex issues and handle IRS/audits communications.
• Mentor staff and train new employees on firm technologies and processes.
• Maintain ongoing tax update education for the group.
• Identify process improvements to achieve firm goals.

Skills

US income tax

US tax laws

communication

self-starter

team leadership

MS 365 Suite

Salesforce

tax software

Education

Bachelor's degree

US CPA

Tools

Salesforce

Tax preparation software

Job description

The Opportunity

We are seeking a dynamic Tax Manager and leader to join our team, someone who is not only proficient in managing tax operations but also passionate about mentoring and guiding others. This critical role involves overseeing the planning, scheduling, preparation, research, and review of federal, state, and local tax returns for both individuals and businesses.

Job Duties

• Guide and manage team members to ensure timely and precise completion of assigned tasks.
• Maintain proactive and clear communication with both your team and clients to manage expectations, deadlines, and deliverables effectively.
• Demonstrate advanced technical proficiency in taxation, overseeing the preparation of complex tax returns, including individuals, C-Corps, S-Corps, partnerships, trusts, and estates across various industries.
• Establish and maintain strong relationships with clients, expertly resolving and communicating tax-related questions and issues.
• Review associates' work, offering constructive feedback, guidance, and training to ensure quality and accuracy.
• Conduct in-depth tax research on complex issues and handle correspondence and audits from the IRS and other governmental agencies.
• Provide valuable guidance and mentorship to staff, assisting them in developing their technical skills. Train new employees on firm technologies, processes, and procedures.
• Maintain a program for ongoing tax updates and education for the tax group.
• Innovate and present ideas for process improvements to achieve firm and departmental goals.

The Qualifications

• 8+ years of prior experience with US income tax preparation and planning.
• In-depth knowledge of US tax laws and regulations.
• Accuracy, attention to detail, and the ability to articulate complex information in writing and verbally.
• Must be a self-starting individual who takes responsibility for their work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members.
• Desire and ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities.
• Proficiency in Microsoft 365 Suite (Excel, Word, PowerPoint, Outlook) and the ability to operate CRM (Salesforce) and other systems, such as tax preparation software.
• Bachelor's degree (or equivalent) in accounting, finance, or a related field.
• US CPA or equivalent required.

The Benefits

• Competitive compensation and annual performance-based bonus.
• Flexible work arrangements.
• Flexible PTO and 10 paid holidays per year.
• Medical, dental, and vision health plans with generous employer contribution.
• Supplemented health savings account (HSA).
• Short- and long-term disability coverage paid for by the employer.
• Flexible 401(k) retirement benefits with employer contributions.
• Opportunity for advancement based on performance, personal growth, and cultural fit.
• Work with a team-oriented culture that supports continuing education and career growth.
• Strong support for volunteer, community, and/or industry involvement.