Tax and Accounting Manager

3 weeks ago


Greenville, United States Wilson James Full time
Job DescriptionJob Description

A growing CPA and Financial Planning practice is looking for an experienced Tax and Accounting Manager to add to their team


This is a fantastic opportunity if you are looking for somewhere that provides autonomy, growth potential, a voice as a leader, and the opportunity to in effect lead an office of the firm. This could also be fantastic if you have experience primarily on the tax side and you'd like to grow your expertise beyond tax compliance and into client accounting services and potentially some financial planning if you had that long term career desire.


You'll be a good fit for this role if you have a lot of these experiences:

  • Have several years of experience preparing small business tax returns and the individual returns for business owners. This would mean you know 1120S, 1065, and 1040 really well.
  • You have at least a familiarity with Quickbooks and ideally with Quickbooks Online
  • You can and have reviewed returns and work papers prepared by others
  • You've prepared and reviewed financial statements to provide to clients for their monthly bookkeeping
  • You've worked for several years in a client-facing role


You'll get to manage your own section of clients from their bookkeeping all the way through their return. That means you have to know debits and credits and the tax code, but you also enjoy and know how to work with people and walk them through potentially complex financial situations. Hopefully that gets you excited, especially if you haven't had as much client-facing work in the past as you would like.


You won't be micro-managed in this role, but you will have the support of a second generation firm owner who is working to transform the practice in a direction that will benefit everyone in the firm.


Having your CPA or EA will move you to the front and increase your compensation potential within the established compensation range.


Great environment, autonomy in your work, some flexibility with a hybrid schedule, and a great team all await Apply today



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