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Tax Manager (Drake, In-Office)

Colorado Springs, Colorado
Tax Manager
Colorado Springs, CO
Public Accounting - Small Firm
$90 - 120K + Benefits

Navigator Recruiting client is a growing 5-employee CPA firm offering accounting, tax, and payroll services to small businesses in the Colorado Springs area for over 15 years. Creating great relationships with their clients is their #1 priority, so a welcoming personable professional is very important for this position.
Job duties include:
  • Conducting face-to-face tax interviews with clients to include collecting, analyzing, and organizing tax documents and information necessary to accurately prepare tax returns
  • Preparing complete and accurate personal and business tax returns to include compliance with applicable tax regulations using allowable deduction, credits and strategies to minimize tax obligations.
  • Reviewing data input, as well as identifying and resolving technical tax issues
  • Reviewing client’s books, and participating in any cleanup work necessary
  • When requested by clients, performing cash flow planning/projections, preparation of working trial balances, adjusting journal entries, general ledger work, and tax accruals for stand-alone returns
  • Generating business growth, increasing client retention, along with offering additional products and services
  • Providing IRS audit support when necessary
  • Assisting in the quality control review process and providing feedback when necessary
  • Developing and updating tax planning for all clients throughout the year
  • Providing regularly scheduled advice to clients on accounting, business and tax matters
  • Pro-actively following all processes that the firm developed for handling current, returning and new clients
  • Becoming your clients trusted advisor on all tax and accounting matters
  • Continuously work on improving your skills and abilities
  • Learning and mastering all office software to your highest potential
  • Working as a team with all staff members, and provide & receive feedback as necessary
  • Working efficiently and proactively according to firm priorities
  • Performing other duties as needed to support the tax team
Minimum Qualifications
Required Skills & Experience:
  • CPA, CPA eligible or Enrolled Agent certification including current PTIN
  • Bachelor’s degree in Accounting or related field
  • Experience in accounting, bookkeeping and tax
  • In-depth understanding of taxation for all types of tax returns
  • Minimum of two years’ experience completing individual and business tax returns
  • Tax planning and support
  • Ability to effectively communicate with all clients via in person, by phone, email, etc.
  • Experience working in a fast-paced environment
  • Ability to manage several clients
  • Excellent software skills including Excel and QuickBooks; Drake is helpful but not required
  • Ability to multi-task
  • Strong communication skills
  • Must be reliable and detail-oriented
Preferred Skills & Experience:
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years’ experience in accounting, finance, bookkeeping or tax
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