Financial Planning Tax office is looking for a goal-driven Taxation Accountant Manager to be responsible for advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns. Our Taxation Accountant Manager will also supervise the bookkeeping & tax teams. Tax accountants should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients. Should also be able to process bookkeeping for clients and analyze company financials.
To ensure success as a tax accountant you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, a top tax preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities. You should be proficient with both bookkeeping & tax preparation software.
Job Description:
- Facilitate and manage the preparation and review our client’s federal tax returns and the accurate, timely filing of all tax forms.
- Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings for our clients.
- Find and implement opportunities for process improvement in company tax procedures.
- Develop and implement strategic tax planning for all necessary federal and state taxes.
- Manage members of the bookkeeping & tax team as they prepare components of our client's US federal income tax return and other tax documents. Along with reviewing the financial statements prepared by the bookkeeping team & tax returns.
- Plan for and develop an overall return calendar and coordinate timing and inputs with the tax team.
- Maintain effective control procedures over all aspects of the tax process.
- Assist with the management of client's IRS income tax audits: preparing responses, creating schedules, etc.
- Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
- Provide support and train staff in the taxation department
- Review tax returns and quarterly/yearly tax projections for clients
- Manage and mentor members of the tax team to greater levels of effectiveness and engagement
- Facilitate Client Retention and Growth
- Acquire new clientele for the company
Requirements:
- A proficient understanding in accounting for income tax both individual and corporations.
- Bachelor’s degree in accounting or finance.
- Registered Tax Return Preparer Test completed.
- Registration with the IRS with a valid PTIN. Minimum of 5 years’ experience. Computer literate.
- Strong oral and written communication skills.
- Must ensure confidentiality.
- Proficient with QuickBooks Payroll relief
- Proficient Tax Preparation Software
Certifications required: