Tax Planning Strategist
hace 3 semanas
Company Overview: Our client, a forward-thinking CPA firm, has over a decade of success in tax-focused services for small businesses. They're known for a client-centered approach, modern solutions, and a dedication to continuous improvement.
Compensation: The estimated salary for this role is $95,000 - $140,000 per year, commensurate with experience and expertise.
Job Description: As Senior Tax Manager, you'll be the primary client contact and a trusted advisor for tax planning, strategy, and complex returns. You'll lead a team and act as a key figure in shaping the firm's future direction, as the owner transitions into a strategic role.
Key Responsibilities:
- Client Relationship Management: Act as the face of our firm, building trust and rapport with clients through regular interactions and insightful tax guidance.
- Tax Planning and Strategy: Provide proactive advice on tax planning and business strategy, making complex information accessible and actionable.
- Return Review and Compliance: Review intricate tax returns with ProSeries, ensuring compliance and accuracy at every step.
- Issue Resolution: Address complex issues such as stock options, partnership basis, and multi-state taxes, crafting customized strategies for each client.
- Team Leadership: Lead and mentor a team of a tax manager and part-time bookkeepers, fostering a collaborative and high-performance environment.
Benefits: Enjoy flexible remote work, competitive compensation, and a supportive team environment.
Growth-Oriented Leadership: Step into a role with autonomy, leading the firm's daily operations as the owner transitions into strategic expansion.
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