Growing CPA firm in North Central Phoenix is looking to add a Tax Manager to their staff.
Responsibilities:
Prepare, examine, and analyze accounting records, financial statements, and other reports to assess accuracy, completeness and conformance to reporting and procedural standards
Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, and other tax requirements.
Develop, implement, modify, and document record keeping and accounting systems
Demonstrate a high level of technical proficiency and an understanding of business issues relating to complex transactions
Conduct research on complex accounting and tax issues, and manage the research activities of assigned staff
Identify meaningful trends or patterns in interactions, situations, and technical data that suggest potential problems or solutions
Evaluate the costs, benefits, and risks of alternative solutions to clients’ challenges and needs
Manage engagement planning process, including budgeting, risk assessment, and strategic development
Participate in tax planning
Closely manage individual and team productivity, including realization, utilization, and engagement efficiencies
Stay current on business, accounting, and tax developments, and articulate potential implications to clients and/or their businesses
Prepare complex client correspondence, including recommendations, technical issues, proposals, etc.
Build expertise in one or more specialized industries, while also effectively performing as a generalist
Comprehend the operations, processes, and other aspects of clients’ businesses and industries, including significant accounting and tax issues
Look for value-add billing opportunities
Engage in the billing and collection process
Recognize value-added billing opportunities
Work overtime throughout the year, particularly preceding and during months with tax deadlines
Be knowledgeable of the firm’s wide-range of services available to clients, identify cross-selling opportunities, and help grow the firm’s practice and industry teams
Develop and maintain strong business relationships with clients, financial officers, referral partners, business leaders, and other professionals
Participate in networking, marketing, and business development events
Join and be involved with professional and community organizations
Generate new business opportunities while effectively managing personal workload
Attend training on technical issues and tax law updates
Direct and instruct all levels of staff accountants and take lead in client relationship management
Supervise staff and manage workflows
Lead staff professional training, perform staff reviews, and evaluate staff work product
Encourage effective use of firm’s tax and business software and technology
Foster an environment of mentoring and team work
Serve as a sounding board for staff to answer questions and address concerns
Assist with the recruitment of new and experienced accounting staff
Qualifications:
Bachelor’s in accounting or other relevant field required
Master’s in taxation preferred; Master’s in accounting beneficial
3+ years public accounting experience with a concentration in small business and individual taxation
Certified Public Accountant (CPA) license required
