Tax Manager

Employment Type

: Full-Time

Industry

: Accounting



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Tax Manager needed for established wealth management, financial planning, business consulting, tax planning and tax preparation company in Richmond Heights!

This Jobot Job is hosted by: Stanton Sikorski
Are you a fit? Easy Apply now by clicking the 'Apply on company site' button and sending us your resume.
Salary: $90,000 - $110,000

A bit about us:

Founded close to three decades ago and based in Richmond Heights (44143 area), we are an established financial services firm specializing in providing clients with wealth management, financial planning, business consulting, tax planning and tax preparation services. Due to growth, we are looking for a Tax Manager who has their CPA and at least 5 years of public accounting exp. to help develop our accounting and tax services.

Why join us?
  • Full benefits: Medical, Dental, Vision
  • Competitive base salary and overall compensation package
  • Bonus
  • 401 (K)
  • Generous vacation, sick, PTO, and holidays
  • No overtime during busy season!


Job Details

Responsibilities:

• Various accounting and tax aspects of the company, including managing the relationships of business and individual customers.
• Prepare and review projects pertaining to tax compliance, accounting and tax planning.
• Preparation and review of business, trust and personal income tax returns
• Preparation and review of accounting engagements
• Participation in customer meetings
• Manage relationships of both business and individual customers
• Identify customer opportunities and perform the analysis to develop value-driven solutions
• Minimal tax audit and representation
• Work with senior management to ensure that all projects are being completed as planned, including the scheduling of the projects and customer meetings

Requirements:

• Professional public accounting exp.
• CPA certificate
• Good Credit

You should know the following:

• Knowledge of all tax compliance forms, as well as tax planning skills for individuals, trusts and small businesses
• Demonstrated use and experience of Value Pricing
• Exp. using the Thomson Reuters Professional Suite Software programs and BNA Income Tax Planner (Plus)

Interested in hearing more? Easy Apply now by clicking the 'Apply on company site' button.

Job Requirements:

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