Tax and Accounting Manager

Overview

The Tax and Accounting Manager leads accounting and tax operations, providing comprehensive services that support tax minimization, accurate financial reporting, regulatory compliance, and strategic financial planning for clients. This is a full-time position.

Responsibilities

• Meet periodically with clients to evaluate financial plans and refine strategies.
• Coordinate with the Senior Accounting Assistant to ensure work progresses and deadlines are met.
• Manage clients’ financial systems, controls, income statements, balance sheets, budgets, forecasts, and charts of accounts.
• Review reports prepared by the Senior Accounting Assistant and deliver monthly financial reporting packages, activity reports, and financial estimates.
• Set up new accounts, reconcile accounts, and close the books monthly.
• Manage quarterly and annual budgeting, revenue forecasting, and financial review processes for assigned clients.
• Research and contact the IRS and state tax agencies to resolve notices.
• Complete IRS forms for clients, including 433A and 433B forms, as well as EBITDA and other special documentation required by clients.
• Work with other tax relief organizations to provide and update information regarding installment agreements and audit matters with the IRS and state tax agencies.
• Deliver tax services in compliance with applicable laws and regulations and within required timeframes.
• Build client relationships and provide planning, consulting, and tax expertise.
• Provide prompt customer service by responding to telephone calls, emails, questions, and concerns; return calls within 24 hours.
• Develop innovative tax-planning strategies and review complex individual and business income tax returns.
• Identify and mitigate tax risks.
• Manage the tax compliance process.
• Develop best practices and improve processes for Senior Accounting Assistants and other team members.
• Manage and coordinate tax audits.
• Conduct team meetings and training sessions.
• Attend internal meetings and complete required training.
• Perform other related duties as assigned by the Director.

Requirements

• Knowledge of tax accounting, tax compliance, and all types of tax returns.
• Strong computer skills, including familiarity with tax software and Microsoft Office.
• Ability to meet deadlines and solve problems.
• Strong client-service skills and the ability to develop excellent client relationships.
• Strong leadership and personnel-management skills.
• Excellent written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Analytical skills with strong detail orientation.
• BA in Accounting or MA in Taxation preferred.
• 6+ years of US Bookkeeping experience.
• 3+ years of tax experience.
• 3+ years of QBO experience.
• 3+ years of leadership/mentoring experience.

Physical Requirements

• Ability to spend prolonged periods sitting at a desk and using a computer.

Compensation & Benefits

• $100,000.00 - $150,000.00 per year.
• Health insurance.
• Remote work with flexible hours.
• Professional training and development opportunities.

Equal Employment Opportunity

The employer is an equal opportunity employer committed to an inclusive and diverse workplace. Candidates from all backgrounds are welcome.