Tax/Client Manager

We have been delivering consistent and powerful results for successful business owners for more than 20 years. Our proven tax, planning, and investment solutions can help you maintain your business success and achieve your retirement dreams. We provide Tax Management, Wealth Management and Consultation/CFO services.
Our firm was established in 1996 as a traditional accounting firm serving clients in the areas of tax and write up. Working with business owners we soon learned that what owners really wanted was a financial quarterback to guide them in all areas of their business. In 2005 we eliminated the "traditional" side of our business to focus exclusively on offering CFO services. While both the CPA and CFO roles are important, they have very different focus. In our role as your CFO we will focus on strategic planning, budgeting, cash flow, maximizing profits and growing your business. As a CPA we will focus on tax strategies, tax compliance and filing, interpretation of tax laws and financial statement presentation.
Our team of experienced CPA's and CFO's will provide expertise in all areas of your business creating a synergy between the advice you want and the tax and accounting compliance you need.
What You Will Be Doing
As a Tax/Client Manager, you will be responsible for providing tax advice and guidance to clients, preparing complex tax returns and analyzing financial information. You will be required to manage and review the work of junior tax staff, and identify any potential changes in tax regulations which may impact on clients.-Preparing and reviewing business, individual and corporate tax returns-Year end strategic tax planning-Manage and mentor tax team-Building customer relationships-Financial statement reviewing
What You Need for this Position
- 5+ years experience preparing and reviewing individual, business, corporate tax returns
- Degree in accounting, law or similar master or advanced business degree
- Year-end tax planning and maintain client relationships
- Research tax and accounting regulations
- CPA or JD preferred
Benefits
Vacation/PTO
Medical
Dental
Vision
401k
Bonus
Relocation
Telecommute