Tax Practice Leader: Strategy, Client Engagement & Growth

Southwest Accounting Resources, Inc; Flagstaff (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player in wealth management is on the lookout for a skilled Tax Practice Manager to spearhead their new tax preparation services. This role is pivotal in enhancing client relationships and driving tax strategy while ensuring compliance and accuracy in filings. You will be instrumental in optimizing processes and providing cross-training to advisory staff. If you have a passion for tax strategy and a proven track record in tax preparation, this opportunity offers a chance to make a significant impact in a growing firm. Join a team that values expertise and innovation in financial services.

Qualifications

• 5+ years in tax preparation, including complex returns for families and businesses.
• CPA required; Bachelor's in Accounting, Finance, or related field essential.

Responsibilities

• Conduct client consultations, manage onboarding, and provide strategic tax advice.
• Oversee tax filings for individuals, trusts, partnerships, and S-Corps.

Skills

Tax Technology Proficiency

Strong Communication Skills

Analytical Skills

Project Management Abilities

Education

CPA License

Bachelor's in Accounting or Finance

Master's in Taxation

Job description

An established industry player in wealth management is on the lookout for a skilled Tax Practice Manager to spearhead their new tax preparation services. This role is pivotal in enhancing client relationships and driving tax strategy while ensuring compliance and accuracy in filings. You will be instrumental in optimizing processes and providing cross-training to advisory staff. If you have a passion for tax strategy and a proven track record in tax preparation, this opportunity offers a chance to make a significant impact in a growing firm. Join a team that values expertise and innovation in financial services.