SENIOR TAX MANAGER - REMOTE - Creative Financial Staffing

Summary Description

As a member of our Tax team, you will be empowered to work directly with clients with a diverse client base, partners and senior staff to provide a broad spectrum of tax and related consulting services. You will be able to participate in a unique client-based approach, providing access to primary client account activity as well as work on underlying entities, trusts, and individual tax returns. You will work closely as needed with our Accounting and Assurance staff on client engagements that span both groups. The tax manager will develop team processes and systems to improve the productivity and growth of the business, lead by example through demonstration of initiative, vision, resourcefulness, creativity and independent thinking, and be valued as an individual, mentored as a future leader and recognized for your accomplishments.

Responsibilities

• Serve as the Engagement Manager on specific tax client accounts, taking responsibility for planning, execution, final deliverable and billing and collections
• Review complex individual, partnership, S and C corporate tax returns, as well as nonprofit and trust tax returns and work papers using CCH Axcess and Advance Flow
• Develop a detailed tax engagement work plan, including budgets and timeline for delivery
• Monitor project status against the budget and communicate schedule adjustments to management
• Effectively analyze client transactions and unusual situations with a level of complexity in incorporating the tax effect of the transaction or situation
• Recognize and resolve potential and/or existing problems with appropriate tax research and consulting, if necessary, using various tax research platforms
• Maintain lines of communication with both staff and clients to address client concerns and identify opportunities to increase level and type of services
• Work closely with clients and partners within our client-based approach to provide outstanding client service and to build client confidence in and trust for firm services
• Take responsibility for subordinates’ activities and chargeability, including effective delegation of work to staff
• Develop subordinates’ technical and industry skills and encourage growth

Requirements

• Bachelor's Degree in Accounting, Masters in Taxation a plus
• CPA required
• 6+ years with public accounting firm experience with tax focus
• Be a team player and willing to roll up their sleeves if needed
• Proactive problem solver with analytical skills
• Self-motivated with excellent follow through on assigned duties
• Solid communication skills

Benefits

• Hybrid Flex Schedule & Remote Work Available
• Medical, Dental & Vision
• Paid Time Off (Vacation, Sick & Holidays) 
• RELAX Half Day Fridays
• Retirement Plan (401 (k) Profit Sharing) 
• Short and Long Term Disability 
• Paid Family Leave 
• Training & Development 

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