Senior Tax Manager CPA

Job Full Description

Senior Tax Manager

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Full job description

About Company

Engaging work environment - Become a part of a highly innovative professional team dedicated to ensuring all our stakeholders develop character, learn the skills, and assimilate the knowledge essential to become financially responsible leaders.

We believe in managing our business by our core values. We are open, have fun, and utilize a cross-functional team environment where each team member works towards excellence, is treated with respect, where diversity, integrity and personal development are the basis for all our daily actions.

Competitive benefits - Our generous benefits package is focused on being responsible stewards for our team and includes :

PTO

Health, Dental, and Vision insurance

401K with 3% employer contribution (after year 1)

Hybrid work environment with one day a week reserved for remote, independent work (after 90 days).

Monthly staff appreciation events

Continuous personal and professional development opportunities

o Over 20 hours of technical CPE provided annually in an open learning environment.

o Up to 24 hours of paid community service opportunities

o Mentor / Mentee Opportunities

Flat organizational structure - Enjoy the opportunity to work within cross functional teams. Explore your horizons on technical skills development and specializations. We embrace the entrepreneurial spirit, whether you are a new or seasoned professional, everyone is challenged to broaden their business and technical knowledge and experiences.

Senior Tax Manager

As an integral part of our senior leadership team, the Senior Tax Manager will report directly to the CEO and will lead and manage multiple tax preparers and engagements in a manner that reflects our unwavering commitment to excellence while providing timely, relevant, and superior quality tax services for our clients. As a key member of our tax team, you are responsible for ensuring that all members of the tax team are focused on helping our clients effectively manage their tax obligations proactively and responsibly, in a manner that is consistent with our core values.

This position works closely with internal and external clientele to build and execute sustainable tax strategies, improve internal controls and processes, tax risk management. As part of the tax team, the Senior Tax Manager is responsible for the preparation, management, and quality control review of all client tax returns including corporate, partnership, individual, trusts, and estate. Additional duties include, but are not limited to, preparation of quarterly and year end estimates, draft response letters to IRS and state notices when needed, reconcile accounts, make adjusting entries, prepare financial statements. As well as other general accounting and bookkeeping functions and all other ad hoc requests that might be required.

Job Description

Responsible for managing and ensuring company's tax policies and internal control procedures are following relevant tax codes on local, state, and federal levels.

Ensures top quality client service and oversees total engagement activity.

Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities / guidance.

Perform technical tax review of assigned tax returns of varying complexity.

Interact directly with clients, managing questions, planning, consulting, etc. - approximately 20- 40% of your time.

Assist in the recruitment of new and experienced staff.

Deliver high quality tax planning and advisory services to existing tax clients.

Preparation, management, and quality control review of all federal and state income taxes for individuals, businesses, benefit funds, real estate, and exempt organizations.

Builds new and existing client relationships and demonstrates knowledge of client business.

Prepares internal memoranda, written correspondence / guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.

Train, supervise and mentor staff along with reviewing and evaluating their work.

Manage multiple clients, budgets and production goals.

Qualifications

Education :

Bachelor's degree in Accounting or equivalent required

Masters in Accountancy or equivalent preferred

Experience :

Minimum of Five to Seven years prior experience in public accounting firm

Three or Five Years of Management Experience

Must provide credible professional recommendations

License / Certifications :

CPA or EA License required

Software :

Proficiency in Microsoft Office Suite, specifically Word, Excel and PowerPoint

Prior experience with various tax, file management and practice management applications and research tools beneficial

Prior experience with QuickBooks, Ultratax, Practice, Planner and Workpapers a plus

Other Knowledge, Skills & Abilities :

Demonstrates excellence in professional development, people development, leadership, and personal development.

Advanced understanding and experience preparing tax returns including corporate, partnership, individual, trusts and estate planning.

Strong interpersonal and communication skills.

Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc.).

Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels, both within the client organization and the firm.

Ability to successfully multi-task while working independently and within a group environment.

Strong analytical and diagnostic skills, and ability to break down complex issues and implement appropriate resolutions.

Capable of working in a demanding, deadline driven environment with a focus on excellence, stewardship, respect, integrity, personal and community development.

Strong project management skills.

Possesses analytical skills with detail orientation.

Possesses critical thinking and problem-solving skills.

Benefits :

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Experience level :

5 years

Schedule :

8 hour shift

Day shift

Monday to Friday

Ability to commute / relocate :

SW FL : Reliably commute or planning to relocate before starting work (Required)

Experience :

Tax experience : 5 years (Required)

Management : 3 years (Required)

License / Certification :

CPA (Required)

Work Location : In person

Sarasota, FL

3094

965 University Parkway

Suite 103

Sarasota, FL 34234