A bit about us:
We are a group of dedicated CPA's, accountants, and financial professionals who specialize in the dental industry and we are looking to add a remote Tax Manager to our team.
Why join us?
Benefits:
· 50% of individual health insurance company paid with HSA available
· 100% of vision insurance
· Unlimited PTO
· STD/LTD insurance paid
· Up to a 4% match on 401k
· Computer equipment provided
· Flexible work hours
· Fully virtual/remote position
· Payment for Becker CPA review if needing it
· CPE and CPA licensure paid
· Bonus Potential of up to 10-20% Starting Salary
Job Details
This position requires 5-7 years of progressive experience in public accounting and taxes. Having a CPA license is expected as well.
Goals for the Tax Manager Position:
· To further develop income tax review skills.
· To build a relationship with the client that is based on our trust and expertise.
· To continue to learn new ways in which we can help clients better prepare for their tax situation.
· To learn of changes in our client’s situations before they happen so that we can proactively change their tax planning when needed.
· To timely deliver all client facing products.
Throughout the year:
· Answering questions from the client in relation to their tax plans.
· Seek out and review potential new tax strategies for our clients to implement in their practice.
· Setup processes to remind clients of important deadlines that may be client specific.
· Train and assist tax services in developing their income tax skills.
· Conduct tax interviews when onboarding new clients.
During Tax Season:
· Assign clients to tax services for completion.
· Send tax organizers to clients and make sure tax services have been introduced to the client to conduct a tax organizer session.
· Assist tax services in understanding documents needed for building tax files.
· Review tax returns prepared by tax services including preparing review notes and training tax services.
· Send tax returns to clients for review and final signature.
· Submit signed returns for processing.
· (If needed) Conduct a meeting with the client going over the tax return results. This can be done over a recorded video as well.
Post Tax Season:
· Review client’s tax plans that were updated by tax services.
· Preparing/reviewing extended individual tax returns.
· Preparing/reviewing extended business tax returns.
Mid-Year, 3rd Quarter, and 4th Quarter:
· Review projection for client and send to the client. (See example of projection)
· Ask client for any updates to their tax situation.