Tax Manager

Career Legal; St. Louis (MO); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) match

PTO 15 days

Paid Holidays

Health insurance

Life insurance

Disability insurance

Cafeteria plan

HSA funding

License & Dues

CPE

Job summary

Career Legal in Missouri seeks an experienced Tax Manager to lead client engagements, review tax returns for corporate, partnership, and individual clients, and mentor staff. The role emphasizes delivering professional services with high quality and clear client communication.

You will develop processes, ensure quality, manage projects, and build long-term client relationships while bridging between staff and partners. CPA required; Bachelor’s in accounting; strong leadership essential.

Qualifications

• Bachelor’s degree in accounting, finance or related field.
• CPA license is required.
• Strong leadership and communication skills are essential.
• Develop processes and procedures to maintain high quality and efficiency.
• Ability to manage staff and projects.

Responsibilities

• Review tax returns for corporate, partnership, and individual clients.
• Lead tax planning and projections for clients.
• Manage staff and staff assignments.
• Develop and maintain client relationships.
• Bridge gap between staff, clients and partners.
• Research and support tax positions.

Skills

Leadership

Communication

Project management

Staff management

Education

Bachelor's degree in accounting/finance

CPA license

Job description

Position Summary

This position is client focused and requires excellent communication and leadership skills. This position requires teamwork with other tax and accounting professionals to complete tasks. Duties are performed at a professional level with attention towards the delivery of professional services that creates value for clients and opportunity for team members.

Key Responsibilities

• Review tax returns
• Corporate
• Partnerships
• Individuals
• Trusts and Estates
• Gift Tax
• Private Foundations
• Tax planning and projections
• Year-end tax projections
• Analyze tax planning strategies and present to clients
• Research
• Research and support tax return positions
• Research and develop tax planning strategies
• Manage staff
• Staff assignments
• Training
• Manage projects
• Client relationships
• Develop and maintain client relationships
• Bridge gap between clients and staff and clients and partners

Required Qualifications

• Bachelor’s Degree in accounting, finance or other finance related field
• CPA license
• Technical and leadership experience
• Develop processes and procedures – Assist in developing processes and procedures to maintain high standard of quality and efficiency including quality control processes to avoid and catch mistakes. It is critical that a manager is committed to established processes and procedures and will not ignore them due to time pressures. A manager needs to make sure staff understands procedures and are applying them correctly. Although we have made considerable effort to develop processes and procedures to drive quality, efficiency and consistency, we recognize they are always a work-in-process. A manager is expected to continually strive to develop new processes and improve existing procedures.
• Communication – Communication is critical in a small firm. There is no reason for clients or partners to be uninformed. We work for our clients and they should never be taken for granted. The manner of communication is also important. Clients need to be made aware that we are working toward their best interest and are concerned about their financial well being. Equally important is communication with staff. A manager is often the bridge between staff and clients or partners.
• Project quality and completeness – Our clients rely on us to have a high standard of quality and to be thorough. Although we don’t make decisions for our clients, we must communicate options and associated benefits/risks and adequately document and support positions taken. A tax return is not complete if positions are not documented in our files. Often we have to assist clients with taking the correct actions necessary to support a desired outcome. Our clients depend on us to make sure those positions are documented to withstand scrutiny.
• Client ready – When a manager has completed a project, it should be “client ready”. Tax returns, whether processed or not, and other projects should be ready to go to the client before a project is forward to a partner for final review (which is often just a cursory review).
• Organization – A manager needs to be well organized. When a task, email, document, client question, etc. is forwarded to a manager from a partner (or directly from a client), the partners need to have confidence that it will be handled appropriately. Information should be correctly filed, projects set up in Practice and tasks timely completed without repeated follow up. Questions should be addressed timely and effectively. Adequate notes should be taken and retained.
• Lead by example – A manager should be a leader bridging the gap between staff and the partners. Although a manager cannot always achieve the desired results from staff by only leading by example, they must still lead by example. They should be following procedures and have a good attitude toward policies. They should be managing projects, helping staff prioritize and looking ahead to avoid unforeseen issues.

What We Offer

• Retirement: Employer will match up to 4% of employee’s elective deferral under the company’s 401(k) plan. New employees eligible to participate the first month after 60 days of employment.
• Paid Time Off: 15 days paid time off per year, increasing to 20 days after four years of employment with the firm. Restrictions may apply from Nov. 30th to Apr. 30th .
• Paid Holidays: New Year’s Day, April 16th, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday after Thanksgiving and Christmas Day
• Health Insurance: Employer will pay 100% of premiums for employee’s high deductible health insurance coverage eligible for HSA participation effective on the first day of the calendar month coinciding with or following your completion of 30 consecutive days of active employment.
• Group term life ins: Group term life insurance of $50,000 is provided
• Disability ins: Long and short-term disability insurance is provided based on compensation
• Cafeteria Plan: Participation in a cafeteria plan will be available for dental insurance, family health insurance and to fund an HSA.
• HSA Funding: Employer 50% matching up to $25 per pay period. License & Dues: Employer will pay annual license renewal of Missouri CPA license, PTIN renewal fees, annual dues for MOCPA membership, and AICPA membership (managers and above).
• CPE: Employer will pay for continuing education to maintain CPA license.