Tax Manager

Tax Manager

Tax Manager Job Description

We are currently seeking a Tax manager to join our team. The required qualifications and details are listed below. If you believe you are a fit, please send your resume using the button below.

  1. Qualifications
    1. Must have a current CPA license for Texas.
    2. Must have at least 10 years of experience in income tax preparation at federal and state level.
    3. Must have been exposed to all entity types of income tax filing (individual, corporate, partnership, trust/estate)
    4. Must have an experience and understanding of the IRC as it relates to the above entities.
    5. Use of Ultratax is a plus
    6. Working knowledge on use of Quickbooks desktop and online needed.
    7. Must be capable of reviewing client’s books and making appropriate adjustments
    8. Must have experience in using Excel
      • Knowledge of use of pivot tables a plus.
    9. Must be able to research various tax planning matters through RIA Checkpoint.
  2. Personality
    1. Needs to be able to review returns without oversight.
    2. Needs to be able to communicate and direct preparers in their tasks.
    3. Needs to be able to onboard clients, assign returns, and monitor their progress.
    4. Needs to be able to talk and discuss with clients their tax situation and be able to explain in terms that the client will understand.
    5. Needs to be outgoing and not afraid to speak with clients in a physical meeting, zoom meeting, or on the phone.
  3. Miscellaneous
    1. A Non Solicitation Agreement must be executed by the employee upon their being hired by the firm.
    2. Office work environment in place. Work from home is doable and an option on an as needed basis with approval.
  4. Company Policies and Benefits
    1. Operating hours are 8:30-5:30 Monday through Friday.
    2. Dress is business casual Monday through Thursday. Friday is casual day and denim is allowed.
    3. Work during tax season will result in extended hours and will include work on Saturday mornings with an occasional Sunday morning.
    4. SIMPLE retirement plan in place.
    5. Health insurance provided via BCBS with an HSA type plan. All employee costs paid by employer.  Dependents and spouse deducted from paycheck.
    6. Dental and Vision insurance is available at employee’s cost.
    7. Two weeks vacation accrued per year on a monthly basis. It is also a use-it-or-lose policy.  No carryover or payment for unused time upon resignation or termination.
    8. 6 paid days of sick leave available accruing at ½ day per month. Use of future days available.  No carryover or payment for unused time upon resignation or termination.
    9. Days of closure:
      • New Year’s Day.
      • Day after tax season (usually 4/16)
      • Memorial Day
      • Fourth of July
      • Labor Day
      • Thanksgiving (2 days)
      • Christmas (2 days)
  1. Compensation
    1. This position will be hired at an annual salary of $110,000-$125,000 and will include discretionary bonuses at the end of tax season and at the end of the year.
      Bonuses typically range from $10,000-$25,000 depending on performance.
    2. Extra time or overtime is not paid with regard to the position due to the bonus availability.
  2. Future advancement
    1. This position is being filled with the intention of this employee being on track to become a partner in the firm. The determination of this employee being “partner material” will be considered within the first two years of employment.  A small percentage of ownership of the company will be given to the employee upon this determination with any future increases being paid in some form or fashion.
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