Tax Manager - Public Accounting

Clear Concepts, Inc.; Phoenix (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

Clear Concepts, Inc. in Phoenix, AZ is seeking a Tax Manager to lead complex accounting and tax engagements for clients. You will prepare tax returns, supervise staff, and oversee planning, budgeting and billing processes while staying current on tax law developments.

The role emphasizes client relationship building, cross-selling opportunities, and mentoring junior staff within a growing CPA practice.

Qualifications

• Requires CPA license and strong understanding of tax planning.
• Experience in public accounting, small business and individual taxation.
• Ability to lead and supervise staff and manage engagements.

Responsibilities

• Prepare, examine, and analyze accounting records, financial statements, and other reports.
• Compute taxes owed and prepare tax returns, ensuring compliance with tax requirements.
• Develop and document record keeping and accounting systems.
• Demonstrate technical proficiency and understand business issues in complex transactions.
• Manage engagement planning, budgeting, risk assessment, and strategic development.
• Lead staff training, reviews, and workflows; supervise staff accountants.
• Build client relationships and identify cross-selling opportunities.
• Stay current on tax developments and communicate implications to clients.

Skills

Tax planning

Client relations

Staff management

Billing

Education

Bachelor's in accounting

Master's in taxation

Job description

Growing CPA firm in North Central Phoenix is looking to add a Tax Manager to their staff.

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 interactions, situations, and technical data that suggest potential problems or solutions
• Evaluate the costs, benefits, and risks of alternative solutions to clients' challenges and needs
• Manage engagement planning process, including budgeting, risk assessment, and strategic development
• Participate in tax planning
• Closely manage individual and team productivity, including realization, utilization, and engagement efficiencies
• Stay current on business, accounting, and tax developments, and articulate potential implications to clients and/or their businesses
• Prepare complex client correspondence, including recommendations, technical issues, proposals, etc.
• Build expertise in one or more specialized industries, while also effectively performing as a generalist
• Comprehend the operations, processes, and other aspects of clients' businesses and industries, including significant accounting and tax issues
• Look for value-add billing opportunities
• Engage in the billing and collection process
• Recognize value-added billing opportunities
• Work overtime throughout the year, particularly preceding and during months with tax deadlines
• Be knowledgeable of the firm's wide-range of services available to clients, identify cross-selling opportunities, and help grow the firm's practice and industry teams
• Develop and maintain strong business relationships with clients, financial officers, referral partners, business leaders, and other professionals
• Participate in networking, marketing, and business development events
• Join and be involved with professional and community organizations
• Generate new business opportunities while effectively managing personal workload
• Attend training on technical issues and tax law updates
• Direct and instruct all levels of staff accountants and take lead in client relationship management
• Supervise staff and manage workflows
• Lead staff professional training, perform staff reviews, and evaluate staff work product
• Encourage effective use of firm's tax and business software and technology
• Foster an environment of mentoring and team work
• Serve as a sounding board for staff to answer questions and address concerns
• Assist with the recruitment of new and experienced accounting staff

Qualifications:

• Bachelor's in accounting or other relevant field required
• Master's in taxation preferred; Master's in accounting beneficial
• 3+ years public accounting experience with a concentration in small business and individual taxation
• Certified Public Accountant (CPA) license required