Senior Tax Manager CPA

Our clients CPA Firm is dedicated in helping you reach your financial and operational business goals. We have deep personal and professional services roots in Texas and surrounding region (including Oklahoma, Kansas, Colorado and New Mexico). Professionally, our foundation includes national firm expertise combined with the “hands-on” personal service that most people don’t normally experience from their accounting services professionals. We pride ourselves in offering a “one-stop shop” firm for most any of your potential tax, financial and other accounting services needs. We provide traditional and innovative professional services to a diverse industry client base varying in size from the multi-million dollar consolidated businesses to the “mom and pop” retail stores.

Looking for room to grow? Wanting to work for a mid-sized CPA firm where you can get exposure into multiple industries? This growing CPA firm is offering competitive pay and benefits, a work life balance like no other, along with a place to expand your skill set, grow your career and be a voice!

The Senior Tax Manager CPA oversees the preparation and delivery of firm tax engagements, serving as the primary contact with clients, responsible for expanding the Firm’s Tax department with the focus on middle market, closely held businesses and their owners, grow revenue through delivery of value added tax solutions, and enhancing profitability through effective project management and multi-tasking capabilities.

Professional Responsibilities:

• Meets with potential or existing external clients to develop client relationships
• Reviews tax returns and financial documents prepared by the team to ensure accuracy, completeness and compliance with various federal, state and local regulations
• Ensures tax returns are prepared in accordance with the terms of the various governing documents and applicable federal tax and state law
• Assists in tax planning projects and serves as the primary source of assistance for others assigned to the engagement
• Delegates and leverages work and tasks appropriately; explains purpose and goal of tasks to staff
• Manages staff and client expectations and ensures timely completion of assigned projects
• Reports departmental performance to management and offers suggestions about department strategy and resource utilization
• Serves as one of the department’s technical experts and resources
• Serves as departmental role model by adopting company core values and providing outstanding service to existing and potential clients; communicating effectively with team members and fostering a spirit of teamwork and continuous improvement
• Hires, supervises, trains, mentors and develops all levels of department staff
• Participates in firm-wide leadership activities including monthly and annual staff meetings, performance meetings, recruitment activities and other duties necessary to advance departmental and firm initiatives
• Provide tax compliance and tax advisory services to individuals, partnerships, S corporations and corporations in a variety of industries
• Researches and drafts memoranda on technical issues using regulatory and source materials utilizing electronic databases on issues that arise in tax planning and compliance process. Shares results with team members and may serve as an expert in one or more areas of the process
• Works alongside our Marketing department to help publish technical articles and blogs, along with giving external seminars and webinars
• Analyzes complex transactions and presents data in ways that support decision-making

Qualifications:

• Bachelors Degree in accounting or related field
• Current CPA license
• 10+ years of related tax experience within a CPA firm
• 3+ years within a public accounting CPA firm as a Tax Senior, or Tax Manager
• Experience in maintaining client relationships
• A strong foundation and practical working knowledge of tax law including income, estate and gift tax planning experience
• Well versed in various industries such as retail, AG, Oil &Gas, Construction and Non-Profit is a PLUS!