Tax Manager | Lead Tax Planning & Client Advisory

Client Growth Resources, Inc; Phoenix (AZ); On-site; USD 110,000 - 140,000; Full time

Job summary

Client Growth Resources, Inc., a growing CPA firm in North Central Phoenix, seeks a Tax Manager to lead tax planning, preparation, and advisory work for small business and individual clients. You will oversee staff, manage engagements, and stay current on tax developments while pursuing cross-selling opportunities, networking, and firm growth.

The role requires a CPA and 3+ years in public accounting with a tax concentration, a Bachelor's in accounting, and a preference for a Master's in

Qualifications

• Bachelor's in accounting or related field required
• Master's in taxation preferred; Master's in accounting beneficial
• 3+ years public accounting experience with 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 data that suggest potential problems or solutions
• Evaluate costs, benefits, and risks of alternative solutions to clients' challenges
• Manage engagement planning: budgeting, risk assessment, and strategic development
• Participate in tax planning
• Closely manage productivity, realization, utilization, and engagement efficiencies
• Stay current on business, accounting, and tax developments, and articulate implications to clients/businesses
• Prepare complex client correspondence including recommendations and proposals
• Build expertise in specialized industries while functioning as a generalist
• Comprehend operations and accounting/tax issues across clients' businesses
• Look for value-add billing opportunities
• Engage in billing and collection processes
• Recognize value-added billing opportunities
• Work overtime around tax deadlines
• Know the firm's services and identify cross-selling opportunities
• Develop and maintain strong client relationships with financial officers, referral partners, and business leaders
• Participate in networking, marketing, and business development events
• Join and be involved with professional and community organizations
• Generate new business opportunities while managing personal workload
• Attend training on tax issues and updates
• Direct and instruct staff accountants and take lead in client relationship management
• Supervise staff and manage workflows
• Lead staff training, perform staff reviews, and evaluate staff work product
• Encourage use of firm's tax and business software and technology
• Foster an environment of mentoring and teamwork
• Serve as a sounding board for staff questions
• Assist with recruitment of new and experienced accounting staff

Skills

CPA

Public accounting

Taxation

Client relations

Education

Bachelor's degree in accounting

Master's degree preferred

Job description

Client Growth Resources, Inc., a growing CPA firm in North Central Phoenix, seeks a Tax Manager to lead tax planning, preparation, and advisory work for small business and individual clients. You will oversee staff, manage engagements, and stay current on tax developments while pursuing cross-selling opportunities, networking, and firm growth.

The role requires a CPA and 3+ years in public accounting with a tax concentration, a Bachelor's in accounting, and a preference for a Master's in