Tax Manager | CPA Leader in Public Accounting

Meritas Advisory Group, LLC; Phoenix (AZ); On-site; USD 110,000 - 150,000; Full time

Job summary

Meritas Advisory Group, LLC in North Central Phoenix is seeking a Tax Manager to lead tax preparation, planning, and client advisory services for small business and individual taxation. The role requires strong technical proficiency and supervision of staff in a growing CPA firm.

The candidate should have a CPA license, a Bachelor's in Accounting, and 3+ years in public accounting, with a preference for a Master’s in Taxation.

Qualifications

• Bachelor’s in accounting or other relevant field required.
• Master’s in taxation preferred; Master’s in accounting beneficial.
• 3+ years public accounting experience with a concentration in small business and individual taxation.
• Certified Public Accountant (CPA) license required.

Responsibilities

• Prepare, examine, and analyze accounting records, financial statements, and other reports to assess accuracy, completeness and conformance to reporting and procedural standards.
• Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, and other tax requirements.
• Develop, implement, modify, and document record keeping and accounting systems.
• Demonstrate a high level of technical proficiency and an understanding of business issues relating to complex transactions.
• Conduct research on complex accounting and tax issues, and manage the research activities of assigned staff.
• Identify meaningful trends or patterns in interactions, situations, and technical data that suggest potential problems or solutions.
• Evaluate the costs, benefits, and risks of alternative solutions to clients’ challenges and needs.
• Manage engagement planning process, including budgeting, risk assessment, and strategic development.
• Participate in tax planning.
• Closely manage individual and team productivity, including realization, utilization, and engagement efficiencies.
• Stay current on business, accounting, and tax developments, and articulate potential implications to clients and/or their businesses.
• Prepare complex client correspondence, including recommendations, technical issues, proposals, etc.
• Build expertise in one or more specialized industries, while also effectively performing as a generalist.

Skills

Public accounting experience

Staff supervision

Tax knowledge

Education

Bachelor's in Accounting

Master's in Taxation

CPA license

Job description

Meritas Advisory Group, LLC in North Central Phoenix is seeking a Tax Manager to lead tax preparation, planning, and client advisory services for small business and individual taxation. The role requires strong technical proficiency and supervision of staff in a growing CPA firm.

The candidate should have a CPA license, a Bachelor's in Accounting, and 3+ years in public accounting, with a preference for a Master’s in Taxation.