Tax Manager (CPA or EA)
Longmont, CO (Boulder Area)
Public Accounting - Small Firm
Salary: $110,000 - $150,000 + Full Benefits
5 - 10 Years’ Public Accounting Partnership & S Corp Tax Return Prep. Exp.
Must Be CPA or EA; QuickBooks Exp. Req.; Lacerte Exp. Helpful
Enjoy 12+ Three-Day Weekends and Every Friday Off in the Summer
Company Information
Navigator Recruiting client is a local woman-owned small CPA firm in Longmont, CO, and has experienced consistent growth in the past 10 years. The firm completes tax returns for many S Corporations and Partnerships and Individuals. The firm also provides payroll processing and bookkeeping work for clients. Most clients are in a variety of industries and are small businesses with less than $5M in annual revenues. A key visible role in the small firm, this unique position incorporates tax and accounting and the opportunity to help small businesses in a number of different ways. There is also an opportunity to become a shareholder. You'd report to the owner and be given the responsibility to manage and grow the relationships of many CPA firm clients. This entails reviewing the work of the Bookkeeping team and preparing some financial statements but will mainly involve preparing all tax returns for the clients and advising clients (on buy-outs, retirement, etc.). Accounting (and in particular experience with QuickBooks) and tax knowledge are critical. The owner can and will train the chosen individual on some of the advisory services. This firm takes pride in providing excellent service to clients and communicating with clients is very important. This is a salaried role and hours during busy season are typically 50-60 hours/wk. and hours in the summer/non-busy season are typically 32 hours/week. The firm is closed on Fridays in the summer, so the chosen individual would have 12+ three-days weekends in the summer. For the year, one is likely to work roughly 2080 hours in total. The chosen individual will work in-office 2+ days/wk. during the summer/non-busy season and the rest of the days from home. During busy season, the chosen individual will work 4+ days in the office and 1-2 days from home. The owner does not believe in working 7 days straight without a day off. Communicating with clients and providing excellent customer service is key. Benefits include a monthly healthcare stipdend (to cover the cost of the employee's medical insurance), 401k + a match up to 4%, AD&D insurance, vacation, holidays, and a wonderful supportive environment.
Responsibilities
- Prepare tax returns including federal and multi-state returns for S Corporations, partnerships, high net worth individuals, some C Corporations and possibly some trusts & estates, and foundations
- Oversee bookkeeping for clients and prepare financials in QuickBooks (Online and Desktop).
- Identify and communicate tax planning ideas for clients, including tax research, computations and related documentation
- Plan and execute the day-to-day activities of tax engagements for various clients
- Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters.
- Respond to inquiries from the IRS, state, and other tax authorities.
- Gain comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagements.
- Develop good working relationships with clients to optimize satisfaction and work with client management and staff at all levels to perform tax services.
- Review tax return preparation and supervise tax staff, providing review notes for discussion and coaching
- Identify performance improvement opportunities in preparation and review of client assignments
- Other job duties as assigned
Requirements
- BS in Accounting
- CPA (Certified Public Accountant) or EA (Enrolled Agent) designation is required
- 5-10 years’ public accounting experience with proficiency in tax compliance
- Bachelor’s degree in Accounting; Master in Taxation a plus.
- Experience with QuickBooks (both Online and Desktop, ideally, but one or the other may be acceptable).
- Excellent analytical, organizational, and project management skills and strong attention to detail.
- Strong computer skills including proficiency in Microsoft Office Suite. Experience with Lacerte is helpful but not required.
- Strong writing skills.