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 a Tax Manager CPA on a track to Partner in the Tulsa area with hybrid work options. You will oversee complex tax engagements for individuals, trusts, estates, and businesses, guiding clients and coordinating with ownership.

The role requires 5+ years of public accounting tax experience, CPA or EA credentials, and strong communication and analytical skills, plus proficiency in Microsoft Office and tax software. Partnership growth opportunities are available.

Qualifications

• Bachelor’s degree in Accounting; Master’s degree a plus; Enrolled Agent or 5+ years public accounting experience
• 5+ years of recent public accounting tax experience progressing in scope and responsibility
• Detail-oriented with strong communication, organizational, analytical, client service, and problem-solving skills; proficient in Microsoft Office and accounting software
• Ability to juggle priorities, meet deadlines, and work in a fast-paced, paperless, team-oriented environment

Responsibilities

• 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

Skills

Attention to detail

Strong communication

Organizational skills

Analytical skills

Client service

Problem solving

PC skills

Microsoft Office

Education

Bachelor’s degree in Accounting

Master’s degree a plus

Enrolled Agent (EA)

5+ years public accounting experience

Tools

Lacerte

QuickBooks Online

RIA Checkpoint

Job description

Job details

Tax Manager CPA – (Partner Track) Hybrid

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

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

• 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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