Tax Manager

Tax Manager
Colorado Springs, CO
Public Accounting - Small Firm
$100 - 140K 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

Salary : $100,000 - $140,000