Tax and Accounting Manager

About the role

The Tax and Accounting Manager leads and manages multiple operations across the accounting and tax practice areas to deliver comprehensive, quality services aimed at minimizing the tax clients pay while ensuring accurate financial reporting. This role oversees compliance aspects of accounting and taxation to reduce errors, allowing more time for identifying and implementing strategic planning initiatives that benefit clients' financial positions.

Responsibilities

• Conduct periodic meetings with clients to determine the effectiveness of financial plans and fine-tune tactics.
• Drive all financial management, systems, and controls for clients, including income statements, balance sheets, budgeting, forecasts, and charts of accounts.
• Review reports to deliver monthly financial reporting packages, activity reports, and financial estimates for clients.
• Set up new accounts, reconcile accounts, and close the books monthly.
• Manage the quarterly/annly budgeting, revenue forecasting, and financial review process for assigned clients.
• Research and resolve IRS and State Tax notices.
• Complete IRS forms (e.g., 433A, 433B) and special documentation (e.g., EBITA) for clients.
• Work with tax relief organizations to update information for installment agreements and audit information.
• Attend internal meetings and complete required training.
• Deliver a full range of tax services in compliance with laws and regulations within required timeframes.
• Build and maintain strong client relationships, providing financial planning, tax planning, and consulting expertise.
• Review financial reports, including income statements and balance sheets, to assist in determining strategies.
• Manage processes for budgeting, forecasting, and revenue analysis.
• Lead tax planning strategies, ensuring compliance and mitigating risks.
• Develop Senior Accounting Assistants and team members to prepare and submit complex tax returns for individuals and businesses.
• Oversee tax audits, implementing best practices to enhance efficiency.
• Conduct regular team meetings and trainings to align operations with company goals.
• Identify opportunities for process improvements and implement solutions.
• Deliver exemplary customer service through prompt responses (phone, email) and addressing client queries within 24 hours.

Requirements

• BA in Accounting or MA in Taxation preferred.
• 6+ years of US bookkeeping experience.
• 3+ years of tax experience.
• 3+ years of QuickBooks Online (QBO) experience.
• 3+ years of leadership/mentoring experience.
• Strong knowledge of tax accounting, tax compliance, and all types of tax returns.
• Proficiency in tax software and MS Office.
• Ability to meet deadlines and problem-solve.
• Strong client service and relationship-building skills.
• Excellent leadership and personnel management skills.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Analytical skills with a detail-oriented approach.

Physical Requirements

Ability to spend prolonged periods sitting at a desk using a computer.

Benefits

• Health insurance.
• Remote work with flexible hours.
• Professional training and development opportunities.

Pay

$100,000.00 - $150,000.00 per year.

Schedule

Full-time.