Job Description
Job Overview
We are seeking a knowledgeable and detail-oriented Tax Manager to join our team. The ideal candidate will possess extensive experience in tax accounting and corporate accounting, with a strong understanding of financial concepts and regulations. This role involves overseeing tax compliance, managing tax planning strategies, and providing guidance on various financial matters, including estate planning and mergers & acquisitions. The Tax Manager will work closely with clients to ensure accurate financial reporting and adherence to GAAP standards.
Duties
β’ Oversee the preparation and filing of federal, state, and local tax returns.
β’ Develop and implement tax strategies that align with client goals, including estate planning and asset management.
β’ Conduct reviews to verify the accuracy of financial statements and tax filings.
β’ Prepare financial reports, including balance sheet reconciliation and general ledger accounting.
β’ Analyze financial data to provide insights on budgeting, account reconciliation, and financial planning.
β’ Collaborate with accounting teams to support clients in various sectors, including non-profit organizations.
β’ Utilize accounting software such as QuickBooks, Sage, or Xero for efficient financial management.
β’ Provide training and mentorship to junior staff on tax-related matters.
Requirements
β’ Bachelorβs degree in Accounting or Finance; CPA designation required.
β’ Proven experience in tax accounting with a strong understanding of GAAP principles.
β’ Familiarity with financial sales concepts and investment strategies is a plus.
β’ Proficiency in accounting software (QuickBooks, Sage, Xero) and Microsoft Excel.
β’ Strong analytical skills with the ability to interpret complex financial reports.
β’ Knowledge of tax practices and regulatory reporting requirements.
β’ Excellent communication skills for effective client interaction and team collaboration.
β’ Experience in bookkeeping, payroll processing, accounts payable, and general ledger reconciliation is highly desirable.
β’ Ability to manage multiple projects simultaneously while meeting deadlines. Join our dynamic team as a Tax Manager where you can leverage your expertise in tax regulations while contributing to the success of our clients. We look forward to your application!
Job Type: Full-time
Pay: $125,000.00 - $150,000.00 per year
Benefits:
β’ 401(k)
β’ 401(k) matching
β’ AD&D insurance
β’ Continuing education credits
β’ Dental insurance
β’ Disability insurance
β’ Health insurance
β’ Life insurance
β’ Opportunities for advancement
β’ Paid sick time
β’ Paid time off
β’ Relocation assistance
β’ Vision insurance
Education:
β’ Bachelor's (Required)
Experience:
β’ Tax: 8 years (Required)
License/Certification:
β’ CPA (Required)
Ability to Commute:
β’ Dallas, TX 75231 (Required)
Ability to Relocate:
β’ Dallas, TX 75231: Relocate before starting work (Required)
Work Location: In person