• 401(k) matching
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off

Tax Manager

• Manages the preparation of all types of tax returns.
• Prepare complex tax returns.
• Review, sign off on and file tax returns prepared by staff. 
• Sign tax returns.
• Organize and hold client meetings to review tax returns and provide other tax planning and preparation related services.
• Review of client’s general excise tax returns and/or other required government reporting if required.
• Have an advanced understanding of business entity structure for tax preparation and planning purposes.
• Commit to continuing education of new and changing tax laws and policies. 
• Provide guidance on proposed and enacted tax legislation, keeping abreast of tax law changes to manage risk and identify potential planning opportunities.
• Review tax source documents needed to properly support all types of tax returns.
• Prioritizes work and communicates with clients on the status of their projects.

• Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
• Understands client’s business and industry and establishes a full understanding of client’s service needs.
• Serve as the primary liaison with client personnel; ensure client deadlines are being met and manage client expectations regarding deliverables, budgets and timelines.
• Develops relationships with client and takes part in client events.
• Establish and maintain a positive working relationship with client’s employees, and co-workers to promote a quality service image.

• Actively develops new business and serves as an integral part of prospect work.
• Identify tax planning opportunities for clients and promote other company services to clients that would help them in their business.

• Able to manage the new client implementation process including preparing a proposal for services, setting a budget and assigning return to team. 
• Conducts and supervises new client interviews and develops a scope-of-work proposal and engagement letter.  Sets engagement budgets.
• Ability to manage a large number of clients and client projects. 
• Deadline driven and completes tasks in a timely manner.
• Review time spent on projects and approve final invoice amount for project.
• Assist in implementation and monitoring of performance measures that support the company’s strategic direction.

• Integral part of ensuring team members are staying on task and work is assigned accordingly. 
• Teach tax professionals company policies & procedures for preparing tax workpapers and all types of tax returns.
• Track and record time accurately.  Review time recorded by staff to ensure project remains on budget.
• Complete performance evaluations for junior team members and be an integral part of their goals and career growth. 
• Participate in education/training programs to foster staff development/growth and appropriate certifications.
• Serves as a buddy or mentor to new and junior team members. 

• Practice integrity and professional judgment.
• Self-driven and takes initiative.
• Embraces technology and quickly adapts to technological changes.
• Protects organization’s values by keeping information confidential.
• Actively contribute to the overall positive culture of the company.
• Create, update and monitor various management reports.

• Other duties as assigned.