Tax Manager

We focus on our client’s needs to ensure a smooth tax preparation process for individuals, business, estates, and nonprofits.

Benefits

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Work from home

Responsibilities include:

• Communication with owners, clients, and other team members.
• Interview/Onboarding of clients
• Preparation and review of complex individual and business client tax returns in Lacerte
• Advise Clients in Quickbooks/Quickbooks Online
• Tracking of time worked on all projects.
• Research and advise clients on various accounting/tax/business issues.
• Other office duties and projects as needed.
• Longer working hours are expected at certain times of the year.

Qualifications:
4+ Years Tax Experience and a 5 Year Accounting Bachelors (CPA Eligible) or Associates Accounting Degree (Enrolled Agent with 5-7 years experience)

• Strong Understanding of Lacerte tax software and tax code
• Proficiency using Quickbooks and Quickbooks Online
• Proficient with Microsoft Office Suite
• Basic knowledge of other online tools (Google Docs, Dropbox, Slack, etc.)
• Strong understanding of accounting principles, complex tax code, and financial statements
• Maintaining and understanding the importance of client and practice confidentiality
• Be able to pass a background check