Tax Manager CPA (Track to Partner)

Jobot; Tulsa (OK); Hybrid; USD 115,000 - 135,000; Full time

Benefits offered by this job

Competitive Salary & Bonuses!

Full Benefits Package!

Flexible Work Schedules!

Meaningful Work!

Accelerated Career Growth!

Job summary

Jobot is seeking an organized Tax Manager CPA for a track to partnership in a hybrid role based in Tulsa. You will lead tax engagements, supervise staff, and work closely with ownership and clients to ensure exceptional service.

The candidate should have 5+ years of public accounting tax experience, CPA or EA credential, and strong technical and communication skills with proficiency in Lacerte, QuickBooks Online and RIA Checkpoint.

Qualifications

• 5+ years of public accounting tax experience progressing in scope and responsibility.
• Lead engagements throughout all aspects of accounting including tax research, tax planning and review and preparation of trust accountings.
• Review and prepare complex individual, trust, estate and business tax returns.

Responsibilities

• Lead tax engagements and influence staff and client experiences.
• Develop and cultivate professional client relationships.
• Collaborate with ownership and clients to deliver high-quality services.

Skills

Attention to detail

Strong communication

Organizational skills

Analytical skills

Client service

Problem solving

Microsoft Office

Education

Bachelor’s degree in Accounting

Master’s degree a plus

Enrolled Agent

Tools

Lacerte

QuickBooks Online

RIA Checkpoint

Job description

Tax Manager CPA – (Partner Track) Hybrid

Job details:

Salary: $115,000 - $135,000 per year

This Jobot Job is hosted by: Tony Barhoum

A bit about us:

We seek a motivated team player for our small firm. You'll work closely with ownership and clients. We offer work/life balance, flexible schedules, limited overtime, hybrid work options, and professional growth opportunities. If interested in partnership or ownership, we'll help develop a plan for you.

Why join us?

BENEFITS

• Competitive Salary & Bonuses!
• Full Benefits Package!
• Flexible Work Schedules!
• Meaningful Work!
• Accelerated Career Growth!

Job Details

Tax Manager CPA - Track to Partner! - Hybrid

We are Seeking an organized self-starter with over 5 years of public accounting experience to lead tax engagements and influence staff and client experiences.

• Bachelor’s degree in Accounting, Master’s degree a plus, Enrolled Agent or 5+ plus years of public accounting experience (without any degree or certification)
• 5+ years of recent public accounting tax experience progressing in scope and responsibility
• Attention to detail with strong communication, organizational, analytical, client service, problem solving and PC skills including Microsoft Office and accounting software proficiency (Lacerte, QuickBooks Online and RIA Checkpoint software proficiency are a plus)
• Ability to juggle priorities, manage deadlines, handle confidential materials discreetly and thrive in a fast-paced, paperless, team-oriented environment.
• Review and prepare complex individual, trust, estate and business tax returns
• Lead engagements throughout all aspects of accounting including tax research, tax planning and review and preparation of trust accountings
• Develop and cultivate professional client relationships

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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