Tax Advisory Services Manager

5 days ago

Meridian, United States KT Advisory Services Full time

Job Category: Tax Advisory Services Manager (Tax Manager)

Type: Full-time, part-time or contract with flexible options

Location: Mostly remote with monthly/quarterly in Meridian, Idaho office

Salary: $110,000 + package based on qualifications adjusted annually for performance and other incentives, adjusted compensation available for part-time or contract

Benefits: PTO, health insurance, 401(k) plan with Roth option, and other benefits and opportunities for growth


Overview

We are focused on driving meaningful change for our clients and staff by breaking the mold of the traditional CPA firm experience. Our Vision is to shape a better future for our clients and staff. Unlike other firms, we focus on finding a good fit with potential clients and staff, and we work solely with business owners and high net worth individuals to properly plan throughout the year to reach short and long-term goals. Our services include both Client Accounting Advisory Services (CAAS) and Tax Advisory Services (TAS). This position will serve as our Tax Advisory Services Manager (Tax Manager). We are looking for an individual who would like to stop cranking through hundreds of tax returns each year and work with a smaller number of clients to create tax plans, help clients implement tax saving measures, and plan for the future. To thrive in this role, an individual will have strong research skills, courage to always do the right thing, exceptional communication, strong analytical skills, and an infectious energy to create meaningful results for our clients, our company, and our community.


Duties and Responsibilities

·        Create tax plans and host tax planning kickoff calls, implementation calls and quarterly calls to help provide tax advisory services to our clients throughout the year.

·        Advise clients on a variety of business and personal tax issues, including federal and state tax returns, changes in tax regulations and policies, and compliance.

·        Proactively build relationships and communicate effectively with clients to provide exceptional tax planning and advisory services.

·        Prepare federal and state tax returns for corporations, partnerships, and individuals of various complexities while showcasing the final tax savings our clients will receive.

·        Help train staff to build an incredible tax advisory team.

·        Conduct research as needed, considering various angles and maximum benefit in line with client goals.

·        Occasional assistance with review of accounting records and/or bookkeeping duties including recording transactions, posting adjusting journal entries, and reconciling accounts.

·        Assist with administrative tasks supporting client communications. This includes communications through email, newsletters, social media, and other methods of distribution.

·        Maintain a positive working relationship with clients and KT Advisory Services staff and service providers.

·        Demonstrate an ability to manage workflow and client projects.


Qualifications

·        Bachelor’s degree in Accounting or other related field required.

·        CPA license, enrolled agent license, or LLM/JD in tax.

·        Five (5) or more years of experience preparing and reviewing business and individual tax returns.

·        Experience with trusts, estates, and high net-worth individuals preferred but not required.

·        Strong analytical, research and critical thinking skills.

·        Exceptional verbal and written communication skills.

·        Experience with reputable tax software, Microsoft Office Tools (Excel, Word, Powerpoint, and Outlook), Google Tools (Docs, Sheets, Slides) and Adobe Pro.

·        High degree of accuracy and attention to detail.


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