Job DescriptionJob Description
About Us:
We are a rapidly growing CPA firm committed to providing exceptional financial services to individuals and businesses. Our client base is diverse, and we pride ourselves on building strong, long-term client relationships while ensuring their financial success.

What We're Looking For:

We are seeking a highly experienced and driven Tax Practice Manager who excels in tax review work and has a natural ability to interact effectively with clients. The ideal candidate will possess the following qualities:

• Strong expertise in reviewing complex tax returns and ensuring compliance with regulations.
• Excellent communication skills, with a knack for building and maintaining strong client relationships.
• Positive outlook with a passion for client success and delivering top-notch service.
• Desire for a long-term opportunity with a firm that values work-life balance.
• Strong time management, multitasking, and organizational skills.
• Ability to manage deadlines and work on multiple projects simultaneously.
• Self-motivated and capable of working independently or in a team environment.

Responsibilities:

• Tax Review: Oversee and review tax returns (individual, corporate, partnership, fiduciary) to ensure accuracy and compliance with applicable tax laws.
• Client Engagement: Build and maintain excellent relationships with clients, serving as their trusted advisor for tax-related inquiries and financial planning.
• ax Planning & Advisory: Assist in year-end tax planning, develop strategies to optimize clients' tax positions, and conduct consultations to discuss tax-saving opportunities.
• Project Management: Manage tax projects from start to finish, ensuring timely completion and addressing any client concerns.
• Consultation Meetings: Prepare agendas, review documents, and lead discussions for both annual business consultations and tax planning sessions.
• Team Leadership: Provide guidance and mentorship to junior staff and collaborate with team members to ensure efficient workflows.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or EA designation preferred.
• Minimum of 5 years of recent tax experience, including a strong focus on tax review and client-facing roles at a CPA firm.
• Proficiency in tax software (Lacerte preferred) and Microsoft Office (Excel, Word, Outlook).
• Experience with QuickBooks or other accounting software is a plus but not required.
• Strong customer service skills and a passion for client success.
• Experience working in a remote or virtual office environment.

Job Type: Contract to Permanent, Remote

Benefits:

• Flexible schedule
• Work from home

If you're a seasoned tax professional who excels in both the technical and client-facing aspects of tax practice, we encourage you to apply!