Tax Manager, CPA

A bit about us :

We are an established CPA firm based in Raleigh North Carolina. Our firm provides a wide range of services to high net worth individuals and businesses within a variety of industries.

Professional services include : Tax Management, Estate and Trust Planning, Assurance and Advisory Services, QuickBooks Accounting Help and Assistance, Financial Projections and Forecasts, Accounting Services, IRS representation, Litigation Support and Forensic Accounting.

Why join us?

This is a lucrative opportunity for a Tax Manager aspiring to own their own firm in the next 2-3 years. This would be a chance to take over a consistent book of business that has been built up over the last 40 years by an established CPA.

Benefits

2 weeks PTO

Closed every Friday April 16th- Nov 30th

Holiday pay

401k profit sharing program

All CPA certification costs covered

Job Details

Our financial firm is seeking a dynamic Permanent Tax Manager, CPA to join our team. This is an exciting opportunity to work in a fast-paced environment with a diverse range of clients, from high-net worth individuals to small businesses.

The successful candidate will be responsible for managing tax compliance, tax planning, and income tax planning. This position requires a high level of proficiency in QuickBooks Online and Desktop, Ultratax, and other accounting software.

The role also involves providing remote support to our clients, making strong client-facing skills a must. As a Tax Manager, you will play a pivotal role in ensuring the financial success of our clients and our firm.

Responsibilities :

• Manage tax compliance for a diverse range of clients, including high-net worth individuals and small businesses.
• Develop and implement strategic tax planning for clients.
• Provide income tax planning services to help clients minimize their tax liability and ensure compliance with tax laws.
• Provide remote support to clients using various accounting software, including QuickBooks Online and Desktop and Ultratax.
• Maintain strong client relationships through regular communication and excellent customer service.
• Stay up-to-date with the latest developments in tax laws and regulations.
• Work closely with other team members to ensure the firm's tax services are delivered in a timely and efficient manner.

Qualifications :

• CPA Certification is required.
• Minimum of 3 years of experience in a similar role.
• Extensive experience with QuickBooks Online and Desktop, Ultratax, and other accounting software.
• Strong knowledge of tax compliance and tax planning strategies.
• Experience working with high-net worth individuals and small businesses.
• Excellent client-facing skills, with a proven ability to build and maintain strong client relationships.
• Strong problem-solving skills, with the ability to think strategically and provide innovative solutions to complex tax issues.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and manage multiple tasks and deadlines.
• Strong attention to detail and a high level of accuracy in all work.
• Knowledge of small business tax and Small Business Corporation tax regulations.

This is an exciting opportunity for a dynamic and experienced Tax Manager, CPA to contribute to the success of our firm and our clients.

If you are passionate about tax and are looking for a challenging and rewarding role, we would love to hear from you!