Tax Manager

2 days ago


Minneapolis, United States Smith Schafer and Associates LTD Full time
Job Title: Tax Manager

Smith Schafer and Associates LTD is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for leading and managing multiple tax engagements and staff deliverables, preparing complex individual and business tax returns, reviewing financial statements and tax planning projections, and researching complex technical tax issues.

Key Responsibilities:
  • Assist with business development efforts by meeting with prospective clients, preparing quotes and proposals, and evaluating client needs.
  • Develop, build, and manage prospective and existing client relationships.
  • Be involved in professional and community activities and participate in firm-wide marketing initiatives and efforts.
  • Communicate effectively with existing clients, colleagues, management, and IRS representatives regarding a variety of tax matters.
  • Provide and support employee training for new hires and existing staff, which includes reviewing and evaluating their work and providing leadership and training for senior and staff accountants and seasonal interns.
  • Reviews individual and business tax returns and assists with tax planning.
  • Needs to review and understand the various financial documents and statements from clients.
  • Prepares client billings in a timely manner and follows-up with clients regarding unpaid invoices.
  • Handles sensitive and confidential information with discretion.
  • Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
  • Works effectively in a team environment with principals, managers, and staff.
  • Understands and effectively uses current tax and accounting software applications when completing engagements.
  • Professionally represents the Firm at business and community functions.
  • Supports firm staff development and career objectives by helping to develop industry niches in Firm services.
Requirements:
  • Associate degree in Accounting/Finance or related field.
  • 4 years of tax and accounting experience in a CPA firm.
  • Strong technical, analytical and organizational skills.
  • Proficient in Excel and Word.
  • Excellent verbal and written communication skills.
  • High level of organization, focus, exceptional attention to detail.
Preferred Qualifications:
  • BA/BS in Accounting/Finance or related field.
  • 5 plus years of tax and accounting experience in a CPA firm.
  • Experience with ProSystems Tax Preparation software and QuickBooks a plus.
  • CPA exam passed and license is active or actively working toward passing CPA exam.
  • Customer service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable, and reliable.
Physical Requirements:

Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly.

Smith Schafer and Associates LTD is an Equal Employment Opportunity Employer.

Job Type: Full-time

Pay: $87,000.00 - $130,000.00 per year

Benefits: 401(k) matching, AD&D insurance, Bereavement leave, Dental insurance, Dependent care reimbursement, Dependent health insurance coverage, Disability insurance, Employee assistance program, Family leave, Flexible schedule, Flexible spending account, Gym membership, Health insurance, Health savings account, Life insurance, On-the-job training, Opportunities for advancement, Paid time off, Paid training, Parental leave, Prescription drug insurance, Professional development assistance, Profit sharing, Referral program, Vision insurance, Volunteer time off

Schedule: Monday to Friday

Work Location: In person


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