Tax Manager

Dedicated CPA Firm with 15+ years of experience in accounting, tax strategy, business planning, forecasting, and implementing financial systems with a focus on how to improve profit and loss. We have proven talent for aligning business objectives with comprehensive accounting knowledge to achieve maximum company initiatives, conserve time and boost efficiencies.

We are looking for a dedicated and reliable Tax Manager to essentially run the Tax portion of our Firm. This person’s work will allow for the President of the Firm to continue to grow the already very successful business and add new clients. This role is expected to be the tax expert and fulfill all of the Firm's tax work both individually and with the team.

To apply, please email your resume to wendy@davisassociatescpas.com.

Responsibilities will include:

  • Prepare and review client tax work
  • Client billing and explanation of services - decide how much to bill with descriptions
  • Record client information in time and billing system
  • Client support and follow-up (email, phone and in-person)
  • Manage 1 or 2 tax accountants
  • Know and understand the tax software programs and be able to answer questions
  • Stay current on tax codes and changes

Qualifications, Skills & Experience:

  • CPA experience is required
  • Trust & Estate experience is required
  • 5+ years of tax manager experience is required
  • 5+ years of tax preparation experience is required
  • Continuing education is required
  • Broad tax experience preferred (Corporate, Partnership, Individual)