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