Tax Manager

16 hours ago


Mount Pleasant, Michigan, United States TrekRecruit LLC Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team at TrekRecruit LLC. As a key member of our tax and accounting group, you will be responsible for managing the delivery of tax preparation and planning services to our clients. This role will involve reviewing tax returns, providing feedback and coaching to preparers, and communicating with clients to deliver exceptional service.

Key Responsibilities
  • Review and deliver individual and business income tax returns prepared by staff
  • Review and deliver accounting services to clients, including financial statement preparation and/or compilation
  • Independently and effectively communicate with clients, IRS, and other business professionals as needed
  • Understand and follow standard operating procedures
  • Perform tax research and stay up to date on law changes
  • Identify missing information, errors, omissions, and/or planning opportunities from reviewing prior year documentation, draft returns prepared by staff, and information provided by clients
  • Manage engagement budgets and billings
  • Provide on the job coaching to team of preparers and staff
Requirements
  • Bachelor's Degree in accounting or related field
  • Actively licensed CPA or EA
  • 5+ years experience in a public accounting environment
  • Experience with signing individual and/or business income tax returns is a plus
  • Familiarity with the following software is preferred, but not required: Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop)
About Us

TrekRecruit LLC is a leading provider of tax and accounting services. We are committed to delivering exceptional service to our clients and providing a supportive and collaborative work environment for our team members.


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