Tax Manager
Glenn Burdette · Greater San Luis Obispo Area · 3 wk ago
Accounting$125k–$160k/yrFull-time
About the role
The role is for a Tax Manager at Glenn Burdette, a progressive accounting and business consulting firm.
Responsibilities
- Maintains contact with clients throughout the year to proactively identify their accounting tax needs.
- Manages expectations of services including work products, timing, and value to be delivered.
- Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members, and utilizes current technology and tools to enhance the timeliness and effectiveness of deliverables and service.
- Plans, supervises, reviews, and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards.
- Manages time and client projects efficiently to achieve reasonable realization rates on engagements and able to supervise others in order to meet project budget.
- Manages a group of tax staff, including their career development, training, and professional development, productivity, and performance.
- Provides on-the-job training; reviews complex tax returns prepared by staff and able to provide helpful, constructive feedback.
- Generates new client revenues through the nurturing and expansion of external referral networks that identify prospect opportunities, according to personal marketing plan.
Requirements
- Minimum of 6 years of tax accounting experience with individual and business tax returns.
- Active licensed CPA.
- Bachelor's degree in accounting, finance, or related field.
- Excellent project management, analytical, interpersonal, and communication skills.
- Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines in a fast-paced, collaborative environment.
- A strong desire toward career advancement and goal toward future firm ownership.
Preferred Qualifications
- Consultative/Advising Experience within Public Accounting.
- Knowledge of estate, gift, trust management, and experience with IRS and/or FTB audits.
- Proficiency in QuickBooks, CCH Axcess/Practice Management, CSI Depreciation, CaseWare, BNA Tax Planning Software, and Microsoft Office.
What We Offer
- Great benefits, a competitive salary, and a focus on mentorship and career advancement.
- Flexible PTO, Excellent Voluntary Insurance Options, 401(k) Matching, Discretionary Bonus, Commitment to Professional Development, including a CPA bonus for employees obtaining their CPA license.
- Meaningful work that makes a difference in our clients' lives.
How to Apply
To apply, submit your information in the application section directly below!