Our Company small tax and accounting firm dedicated to providing top-quality tax services to individuals and businesses. We strive to ensure that our clients comply with tax laws and regulations, while minimizing their tax liabilities and maximizing their financial goals. Our team of experienced and knowledgeable tax professionals works closely with our clients to understand their unique needs and goals and develops personalized tax strategies to help them achieve success. We are committed to providing excellent customer service, timely communication, and trustworthy advice. Our goal is to build long-lasting relationships with our clients based on integrity, professionalism, and mutual respect.
The ideal candidate will have a strong understanding of tax laws, exceptional leadership and communication skills, and the ability to manage tasks efficiently. This role requires strong analytical skills, and the ability to lead and collaborate with cross-functional teams.

SKILLS AND QUALIFICATIONS:

• Minimum 5+ years of recent experience in tax management and tax preparation
• Extensive knowledge of S Corp (1120S) returns
• Ability to analyze financial statements for accuracy and reasonableness
• Drake Software knowledge is preferred but not mandatory
• Must be a Certified Public Accountant (CPA) or Enrolled Agent (EA)
• Great organizational skills, including time management and strategic thinking
• Excellent written/verbal skills and effective communication skills to thrive in a fast-paced environment
• Attention to detail, accuracy, and timely follow-up are essential

EXPERIENCE:

• 5+ years of recent experience in tax management and tax preparation (Required)

• Preparing complex returns
• Supervise a team of tax preparers and facilitate meetings with the tax team
• Conduct quality reviews of tax filings and supporting documentation prepared by tax preparers
• Provide feedback to staff regarding the quality of their submissions
• Follow up with state and federal correspondence directed at clients, such as Collection Letters, Audits, and Offer In Compromise (OIC)
• Develop and implement tax strategies to minimize liabilities and optimize tax positions for our clients
• Monitor and research changes in tax laws, providing recommendations and updates to the leadership team
• Act as the primary point of contact for team members, providing clear instructions, feedback, and training as needed
• Ensure accurate tax forecasts, budgeting, and reporting for leadership
• Cultivate a collaborative and efficient team environment while maintaining high performance standards