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Financial Services Director

1 week ago

Flagstaff, Arizona, United States Advisor Employee Services Full time

Tax Manager Position

We are a rapidly expanding and reputable Wealth Management Firm, seeking an experienced Tax Practice Manager to lead our new Tax Preparation services.

Key Responsibilities:
  • Client Engagement: Conduct client consultations, manage onboarding, and provide strategic tax advice.
  • Tax Preparation: Oversee individual, trust, partnership, and S-Corp filings, ensuring accuracy and compliance.
  • Process Optimization: Standardize workflows, leverage technology to improve processes, and enhance the client experience.
  • Cross-Training: Provide monthly training for advisory staff on tax strategies and tax law updates.
  • Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records.

Required Skills and Qualifications:

  • Education/License: CPA required; Bachelor's in Accounting, Finance, or related field. Master in taxation or designations/licensing a plus.
  • Experience: 5+ years in tax preparation, including complex returns for families and business clients.
  • Skills: Proficient in tax technology and software; strong communication, analytical, and project management abilities.