Tax Practice Manager
1 month ago
About Us:
At Reed, Quinn & McClure, we are a rapidly growing CPA firm dedicated to delivering exceptional financial services to individuals and businesses. Our diverse client base is built on strong, long-term relationships, and we strive to ensure their financial success.
What We're Looking For:
We are seeking a highly experienced Tax Practice Manager who excels in tax review work and has a natural ability to interact effectively with clients. The ideal candidate will possess the following qualities:
- Strong expertise in reviewing complex tax returns and ensuring compliance with regulations.
- Excellent communication skills, with a knack for building and maintaining strong client relationships.
- Positive outlook with a passion for client success and delivering top-notch service.
- Desire for a long-term opportunity with a firm that values work-life balance.
- Strong time management, multitasking, and organizational skills.
- Ability to manage deadlines and work on multiple projects simultaneously.
- Self-motivated and capable of working independently or in a team environment.
- Tax Review: Oversee and review tax returns (individual, corporate, partnership, fiduciary) to ensure accuracy and compliance with applicable tax laws.
- Client Engagement: Build and maintain excellent relationships with clients, serving as their trusted advisor for tax-related inquiries and financial planning.
- Tax Planning & Advisory: Assist in year-end tax planning, develop strategies to optimize clients' tax positions, and conduct consultations to discuss tax-saving opportunities.
- Project Management: Manage tax projects from start to finish, ensuring timely completion and addressing any client concerns.
- Consultation Meetings: Prepare agendas, review documents, and lead discussions for both annual business consultations and tax planning sessions.
- Team Leadership: Provide guidance and mentorship to junior staff and collaborate with team members to ensure efficient workflows.
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA or EA designation preferred.
- Minimum of 5 years of recent tax experience, including a strong focus on tax review and client-facing roles at a CPA firm.
- Proficiency in tax software (Lacerte preferred) and Microsoft Office (Excel, Word, Outlook).
- Experience with QuickBooks or other accounting software is a plus but not required.
- Strong customer service skills and a passion for client success.
- Experience working in a remote or virtual office environment.
Benefits:
- Flexible schedule
- Work from home
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