Tax Manager Position
4 days ago
Job Description
We are seeking an experienced and detail-oriented Tax Manager to join our team at Proactive Solutions HR. The ideal candidate will have a proven track record of at least 5-7 years in tax return drafting and reviewing, with a comprehensive understanding of both individual and business tax returns.
Responsibilities
- Collecting relevant tax forms from clients, including W-2s and financial statements.
- Informing clients throughout the tax preparation process.
- Inputting data from financial records and tax forms into tax return software (Lacerte).
- Completing and self-reviewing tax returns.
- Oversight of junior tax return preparers.
- Acting as the client relationship contact throughout the return process.
- Building customer relationships to promote and expand business.
Qualifications
- Proficiency in preparing individual and business tax returns (1040, 1120, 1120S, 1065).
- Proficiency in Microsoft Office, Google Drive, and Adobe Acrobat.
- Experience in Lacerte tax software is preferred.
- Strong communication and interpersonal skills.
- Ability to multitask and keep organized files for many clients at once.
- EA (minimum requirement), CPA or JD is a plus.
- Experience managing at least 1 direct report.
Benefits
- Retirement plan options.
- Health insurance.
- Life & LTD insurance.
- Paid time off.
- Hybrid work environment.
- Collaborative team environment.
- Opportunity to work on advanced financial transactions with tech-savvy clients such as those in cryptocurrency – no day is the same.
- A culture that emphasizes teamwork but rewards individual performance. We want to help you accomplish your personal goals.
- Be a part of a growing company with opportunities for individual career advancement.
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