Tax Manager CPA (Track to Partner)

Leoforce; 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

Leoforce in Tulsa, OK is seeking a Tax Manager CPA (Track to Partner) for a senior, client-facing role with hybrid work. You will lead tax engagements, supervise staff, and influence client experiences after 5+ years in public accounting.

This track to partnership position offers strong growth and a collaborative, paperless environment. Requirements include a Bachelor's in Accounting, a Master’s preferred, Enrolled Agent status, and proficiency in Lacerte, QuickBooks Online, and RIA Checkpoint.

Qualifications

• 5+ years of 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.
• Proficiency in Lacerte, QuickBooks Online and RIA Checkpoint is a plus.
• Ability to juggle priorities, manage deadlines, handle confidential materials discreetly in a fast-paced, paperless, team environment.
• Review and prepare complex individual, trust, estate and business tax returns.
• Lead engagements across tax research, planning, review and preparation of trust accountings.
• Develop and cultivate professional client relationships.

Responsibilities

• Lead tax engagements and influence staff and client experiences.
• Review and prepare complex tax returns for individuals, trusts, estates, and businesses.
• Conduct tax research and planning for engagements; oversee review processes.
• Develop and maintain professional client relationships to ensure service quality.

Skills

Public accounting tax

Attention to detail

Client service

Communication

Tax planning

Education

Bachelor's degree in Accounting

Master's degree a plus

Enrolled Agent

Tools

Lacerte

QuickBooks Online

RIA Checkpoint

Job description

Tax Manager CPA (Track to Partner)

Tax Manager CPA - Track to Partner! - Hybrid

Tulsa, OK, US

Job Description

Experience: Senior Level

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

Job Details

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

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!