Tax Manager

3 weeks ago


Fort Worth, United States Financial Additions Full time

Financial Additions has partnered with a growing Public Accounting Firm in Search of a Tax Manager. The ideal candidate would be either currently working in Public Accounting or has worked in Public Accounting in the past. This role will provide a partner track for the right candidate, give autonomy to grow and develop the business and opportunity to hire, train, manage and develop a staff. Please take a moment to revieww the job description below. If interested, apply and someone from our team will get back to you in 24-48 hours.

RESPONSIBILITIES:

•       Review and manage staff

deliverables including tax returns, extensions, tax planning calculations, and

write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non

Profit, gift, multi state and TX franchise).

•      Review Compiled financial

statements for Corporations, Not for Profit entities, Partnerships, and

Individuals, including workpapers, accounting and adjusting entries, bank

reconciliations, and client books and records.

•       Prepare and review complex

tax planning projections for individual and corporate estimated tax liability.

•       Manage and monitor client

deliverables and due dates.

•       Prepare complex U.S. and

multi-state income tax returns for business entities, including consolidated

and nonconsolidated C-corporations, S-Corporations, Partnerships, Fiduciary,

and Non-Profit Organizations.

•       Prepare complex U.S. and

state individual income, gift tax, and estate tax returns.

•       Conduct complex tax

research and prepare memorandum outlining findings and conclusions.

•       Respond to IRS and state

agency audits, inquires, and tax notices. Communicate with IRS and clients in

connection with audits, inquires, and tax notices.

•       Delegate projects to staff

that can handle them most efficiently and provide accounting and tax assistance

to staff as needed.

•       Communicate directly with

existing clients, colleagues, management, and IRS representatives regarding

various tax matters.

•       Assist with business

development efforts, including but not limited to, meeting with prospective

clients, preparing fee quotes and proposals, and evaluating clients’ needs.

•       Lead department in knowledge

of software, processes, and workflows.

•       Assist with employee training

for new hires and ongoing employee training.

•       Engage in consulting and special projects

KNOWLEDGE AND SKILL REQUIREMENTS:

•       CPA Certification required.

•       Excellent oral and written communication

•       Time management and organizational skills

•       Proficient in Microsoft Office, Prosystem, Ultratax, and Adobe software.

•       Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.

EDUCATION AND WORK EXPERIENCE:

• Bachelor’s degree in accounting or other major with tax and accounting (through intermediate) course work completed.

• Minimum of five years of experience preparing all types of tax returns with a public CPA firm or private company.

• Minimum of two years reviewing all types of tax returns and compiled financial statements with a public CPA firm or private company.


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