Tax Manager
4 weeks ago
We are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for leading client projects, managing client relationships, and providing tax planning and advisory services.
Key Responsibilities- Assist with client projects and function as the lead for client relationships.
- Handle client calls and provide exceptional customer service.
- Work with the team on tax projects and assist with workflow on office projects.
- Prepare and review all types of tax returns efficiently and effectively.
- Develop and maintain client relationships through comprehensive knowledge of tax planning.
- Prepare and review all accounting activities provided for a client.
- Identify additional services needed by the client and update the client in a timely manner.
- Actively participate in the firm's advisory services efforts.
- Responsible for billing and WIP analysis.
- Participate in initiatives such as the Coaching Program and other Firm activities.
- Maintain the confidentiality of all sensitive information encountered while in the performance of duties.
- Train and develop other team members.
- Identify areas of potential improvements in processes and procedures.
- Participate in occasional same-day travel for work at client office and meetings using personal vehicle.
- Increased operation hours required during tax season.
- Great Benefits
- Growth Opportunity
- Great Culture
- And much more
- Medical, Dental and Vision
- TransAmerica GAP Benefits
- Aflac Supplemental Benefits
- Life and AD&D Insurance
- Short- & Long-Term Disability Plans
- 401k with Company Matching
- Bonus Structure
- Incentive Program
- Development Program
- Company Wellness Program
- Detail-oriented, accurate, and extremely organized
- Strong customer service skills
- Excellent oral and written communication skills
- Able to set priorities and skillfully juggle multiple tasks in a fast-paced office
- Able to work as part of a team
- Able to lead team members and manage others' assignments at times
- Demonstrate a service mentality
- Actively listen
- Regularly use QuickBooks Online and Desktop with proficiency
- Knowledge of GAAP
- Knowledge of Tax Basis Accounting – Cash & Accrual
- Bachelor's Degree in Tax Accounting required
- MBA and/or CPA highly desirable
- Experience with a public accounting firm a plus
- 3-5 years' experience in a similar role
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