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Job Title: Tax Advisory Manager
Location: Dayton, Ohio
Hiring Company: Accountingfly
Our client, an innovative, customer-centric, data-driven provider of proactive tax planning and accurate tax filing services is looking for an experienced REMOTE Tax Advisory Manager to join their team.
Job Type:
Remote
Full time, W2
Client Work Environment Includes:
- Growth opportunities
- Company perks
- Ability to work from home
Qualifications:
- 5+ years of Business tax review
- 3+ years of working in public accounting on taxes for individuals and small businesses owners
- 3+ years of people management experience
- Must be a licensed tax preparer, EA, or CPA
- Strong problem solving and interpersonal communication skills
- Ability to set priorities, handle multiple tasks, and deliver results in a fast-paced and dynamic environment with the desire for continuous improvement
- Advanced Excel skills
- Willingness and ability to learn new tools and technologies quickly.
- Ability to make decisions on complex challenges based on sound judgment and outside-of-the-box thinking
- Maintain an ego-free environment to help focus on solving the problem and developing solutions that will work for the long term.
- Ability to work on multiple projects at once, while meeting or exceeding tight deadlines
Responsibilities:
- Review business tax returns and research tax issues and run projections
- Train and become a tax planning advisor helping walk clients through different strategies that may help them make smarter tax and financial decisions
- Review and sign year-end tax returns for small business clients and high-net-worth individuals
- Prepare and present tax planning kickoff calls, implementation calls, and quarterly calls engaging the clients with their tax questions throughout the year
- Record tax entries within the client’s accounting system and spot potential tax errors
- Run from start to finish a tax planning engagement from the initial kickoff meeting to the presenting of the strategies and identification of implementation strategies
- Maintain training materials for internal tax staff to help train them to become tax planning advisors
- Keep up to date with the latest tax legislation changes and IRS pronouncements as they become available
- Spend time researching strategies that may apply to clients to help keep up to date with the evolving tax industry
Current Client Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
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