Tax Manager - Form 1065, Generalist, HNWI

CyberCoders, Inc.; Plano (TX); Vor Ort; USD 115.000 - 160.000; Vollzeit

Benefits dieser Stelle

Competitive base pay

Partner Track

Unlimited PTO

Annual Bonus

401k with 4% match

1500 hour billable goal

Zusammenfassung

CyberCoders, Inc. in Plano, TX seeks a senior tax professional to lead client experiences, manage deadlines, conduct technical research and review returns. You will guide tax engagements, drive partner expectations and mentor staff to deliver premium tax services.

You must have 6+ years in public accounting with taxation, experience in individual and business tax, and CPA licensure. A MS in Taxation is preferred; HTNW/trust expertise is a plus. Competitive base pay and strong benefits offered.

Qualifikationen

• At least 6 years in public accounting with emphasis in taxation.
• Experience with both Individual and Business tax.
• HNWI and/or Trust/Estate expertise is a huge plus.
• Proven experience managing teams/engagements.
• Proven success with business development and the ability to drive business.
• CPA license.
• MS in Taxation is preferred.

Aufgaben

• Oversee the client experience including deadline management and client expectations.
• Calculate tax effects of transactions, conduct technical tax research and manage partner expectations.
• Handle billing/WIP management; review returns and manage tax workflow.
• Coordinate multiple team engagements, deadlines and schedules.
• Help develop Senior and Staff accountants technically and professionally.
• Build strong relationships and interact regularly with clients.
• Responsible for strategy and growth of the firm's tax services, including market trends and go-to-market plans.
• Serve and build relationships with clients, monitoring service and value proposition as a trusted advisor.

Kenntnisse

Taxation expertise

Public accounting

Team management

Business development

Client relationship management

Ausbildung

CPA license

MS in Taxation

Jobbeschreibung

We are a local full service CPA with two locations in the Dallas area and have been in business for over 30 years.

We are here to help make our clients lives a little easier and we are looking for candidates who share our mission to serve our clients!

What You Will Be Doing

• Oversee the client experience including deadline management and client expectations
• calculate tax effects of transactions, conduct technical tax research and manager tax partner expectations
• handle billing/wip management
• review returns and manage tax workflow
• coordinate multiple team engagements, deadlines and schedules
• Help develop Senior and Staff accountants both technically and professionally
• build strong relationships and interact regularly with clients
• Responsible for strategy and growth of the firm's tax services, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plans
• Serve and build relationships with clients, monitoring client service and value proposition, acting as trusted advisor to ensure we are a premium provider

What You Need for this Position

• At least 6 years in public accounting with an emphasis in taxation
• Experienced with both Individual and Business tax
• HNWI and/or Trust/Estate expertise is a huge plus
• Proven experience managing teams/engagements
• Proven success with business development and the ability to drive business
• CPA license
• M.S. in Taxation is preferred

What's In It for You

• Competitive base pay ($115k- $160k) DOE
• Partner Track
• Unlimited PTO
• Annual Bonus
• 401k with 4% match
• 1500 hour billable goal. No 65+hour work weeks here!
• and more