Tax Manager - Public Accounting

The Recruiting Hive; Phoenix (AZ); On-site; USD 95,000 - 160,000; Full time

Job summary

The Recruiting Hive in Phoenix, AZ is representing a growing CPA firm in North Central Phoenix seeking a Tax Manager to join their staff. The role emphasizes tax planning, client advisory, and leadership of the tax team.

The ideal candidate has CPA credentials, 3+ years in public accounting focusing on small business and individual taxation, and a proven ability to manage engagements, budgets, and staff while staying current on tax law updates.

Qualifications

• 3+ years public accounting experience with a concentration in small business and individual taxation.
• Bachelor's in accounting or other relevant field required.
• Master's in taxation preferred; Master's in accounting beneficial.
• 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 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

Education

Bachelor's in accounting or other relevant field

Master's in taxation preferred; Master's in accounting beneficial

CPA license

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