Tax and Financial Services Manager

7 days ago


Fairfield, New Jersey, United States Hire Point Recruiting Full time
About the Role

We are looking for an experienced Tax Accounting Professional to join our team at Hire Point Recruiting.

The successful candidate will have 2+ years of experience in a small to mid-size firm, with expertise in QuickBooks and Accounting/Tax Software.

Main Responsibilities
  • Tax Return Preparation: Prepare accurate and timely tax returns for clients, including personal and business income tax returns.
  • Client Relationship Management: Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Financial Statement Preparation: Prepare financial statements for clients, including balance sheets and income statements.
  • Communication and Supervision: Communicate effectively with clients and firm staff, supervising and guiding junior staff members as needed.
Requirements
  • Experience: 2+ years of experience in a small to mid-size firm, preferably with expertise in QuickBooks and Accounting/Tax Software.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to communicate complex financial information to clients.
  • Analytical and Time Management Skills: Strong analytical and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Travel Requirements: Willingness to travel to clients, with a valid driver's license and reliable transportation.
  • Software Proficiency: Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products, with experience in UltraTax a plus.
  • Education: Masters degree in accounting or taxation is a strong plus, with knowledge in gift, estate, and tax-exempt entities also desirable.

Estimated Salary: $70,000 - $90,000 per year, depending on experience and qualifications.



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