REQUIRED QUALIFICATIONS

• CPA or EA
• 7+ years of related experience
• Experience directly managing and interacting with clients through a variety of channels
• Strong interpersonal and communication skills
• Attention to detail
• Proficiency with tax preparation and accounting software

PREFERRED QUALIFICATIONS

• Advanced knowledge of CCH Axcess and QuickBooks
• Substantial knowledge of 1040, 1041, Partnerships, S-Corps, and 1099

WHO WE LOOK FOR

A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service.

THE ROLE

We are looking for a Tax Manager to join our team and support our growing list of clients!
Leveraging your expertise in tax matters & client relations, you’ll manage a client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront.
In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development.

KEY RESPONSIBILITIES

• Manage client portfolio, consistently delivering high-quality service.
• Ensure accuracy and compliance of the preparation, review, and timely filing of all tax forms.
• Provide tax provision preparation, review, and support service to clients on complex engagements.
• Enhance efficiency across project initiatives.
• Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
• Stay up-to-date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters.
• Contribute to business development and departmental efficiency enhancements.