Tax Manager – Public Accounting

Growing CPA firm in North Central Phoenix is looking to add a Tax Manager to their staff.

Responsibilities:

Prepare, examine, and analyze accounting records, financial statements, and other reports to assess accuracy, completeness and conformance to reporting and procedural standards

Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, and other tax requirements.

Develop, implement, modify, and document record keeping and accounting systems

Demonstrate a high level of technical proficiency and an understanding of business issues relating to complex transactions

Conduct research on complex accounting and tax issues, and manage the research activities of assigned staff

Identify meaningful trends or patterns in interactions, situations, and technical data that suggest potential problems or solutions

Evaluate the costs, benefits, and risks of alternative solutions to clients’ challenges and needs

Manage engagement planning process, including budgeting, risk assessment, and strategic development

Participate in tax planning

Closely manage individual and team productivity, including realization, utilization, and engagement efficiencies

Stay current on business, accounting, and tax developments, and articulate potential implications to clients and/or their businesses

Prepare complex client correspondence, including recommendations, technical issues, proposals, etc.

Build expertise in one or more specialized industries, while also effectively performing as a generalist

Comprehend the operations, processes, and other aspects of clients’ businesses and industries, including significant accounting and tax issues

Look for value-add billing opportunities

Engage in the billing and collection process

Recognize value-added billing opportunities

Work overtime throughout the year, particularly preceding and during months with tax deadlines

Be knowledgeable of the firm’s wide-range of services available to clients, identify cross-selling opportunities, and help grow the firm’s practice and industry teams

Develop and maintain strong business relationships with clients, financial officers, referral partners, business leaders, and other professionals

Participate in networking, marketing, and business development events

Join and be involved with professional and community organizations

Generate new business opportunities while effectively managing personal workload

Attend training on technical issues and tax law updates

Direct and instruct all levels of staff accountants and take lead in client relationship management

Supervise staff and manage workflows

Lead staff professional training, perform staff reviews, and evaluate staff work product

Encourage effective use of firm’s tax and business software and technology

Foster an environment of mentoring and team work

Serve as a sounding board for staff to answer questions and address concerns

Assist with the recruitment of new and experienced accounting staff

Qualifications:

Bachelor’s in accounting or other relevant field required

Master’s in taxation preferred; Master’s in accounting beneficial

3+ years public accounting experience with a concentration in small business and individual taxation

Certified Public Accountant (CPA) license required