Tax Manager

2 months ago


Rockville, United States FINANCIAL ADVANTAGE ASSOCIATES INC Full time
Job DescriptionJob Description

Tax Manager – Relational Investment Services

Qualifications

  • CPA (Required)
  • US work authorization (Required)
  • 5 + years experience (Required)
  • Experience in high-net worth planning (preferred)

Full Job Description

Growing Rockville CPA firm is looking for two tax experienced associates to join our team. We are a fast growing, close-knit firm and offer great work-life balance. The ideal candidate(s) is a highly motivated tax professional with excellent client management skills, driven by growth opportunities. Our tax practice works very closely with an independent Financial Services Firm. We enjoy proactive tax planning and frequently overlap with clients of financial advisors. It is our hope that your time with us will result in expedited leadership and potentially equity ownership in this practice.

Key Responsibilities:

  • Lead and manage all phases of tax and compliance engagements
  • Preparation of individual, trust, estate, partnership, and corporate returns
  • Contribute to providing on-the-job training and review work of team members
  • Year-round business and individual tax planning and projections
  • Working in a team-oriented environment
  • Working directly with your clients

Required Skills:

  • Prior tax preparation experience
  • CPA
  • Excellent communication and presentation (verbal and written) skills
  • Proficiency in MS Office, tax preparation software (Drake Tax preferred)
  • Familiarity with QuickBooks
  • Attention to detail
  • You must be self-motivated, reliable, honest, and very well organized

Benefits:

  • Endless opportunity for advancement
  • Very competitive salary with seasonal bonuses
  • Potential to eventually become an owner in the firm
  • 401(k) with company match
  • Health insurance
  • CPE credits paid

Work Location:

·        In person with remote abilities as needed

Company DescriptionFinancial Advantage Associates, Inc. is a full spectrum financial services firm. We opened in January, 1997. Financial Advantage Associates has assembled an experienced team of financial service professionals with strong customer orientation and specialized expertise. Included among our team of specialists are financial planners, CPA's, estate planning attorneys, stock brokers and insurance experts. Financial Advantage Associates assists people in achieving their financial objectives through individualized financial reviews, education, guidance, recommendations, creative problem solving and encouragement.
Financial Advantage Associates, Inc. has opened a tax division to better service our clients. This tax division has been very successful and we are hiring. This is a great opportunity for an individual who wants to "get in on the ground floor" and have the ability to grow as we continue to expand our business.Company DescriptionFinancial Advantage Associates, Inc. is a full spectrum financial services firm. We opened in January, 1997. Financial Advantage Associates has assembled an experienced team of financial service professionals with strong customer orientation and specialized expertise. Included among our team of specialists are financial planners, CPA's, estate planning attorneys, stock brokers and insurance experts. Financial Advantage Associates assists people in achieving their financial objectives through individualized financial reviews, education, guidance, recommendations, creative problem solving and encouragement.\r
Financial Advantage Associates, Inc. has opened a tax division to better service our clients. This tax division has been very successful and we are hiring. This is a great opportunity for an individual who wants to "get in on the ground floor" and have the ability to grow as we continue to expand our business.
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