Tax Accounting Manager - KL FINANCIAL LLC

The Company located in Palmetto, GA, specializes in tax preparation, financial planning, consulting, and accounting services for individuals and small businesses. With years of experience serving the Atlanta Metro area, we are dedicated to nurturing long-term client relationships built on understanding and trust. Our online options extend our tax services nationwide, offering a unique perspective that combines financial planning and tax preparation to maximize savings and plan for retirement and estate needs with a heavy focus on tax saving strategies for high net worth, high income clients. We are committed to helping our clients achieve their goals and obtain financial success.

Role Description

This is a full-time on-site role for a Tax Accounting Manager at the Company in Palmetto, GA. This is not a remote position. The Tax Accounting Manager will be responsible for the following job duties.

• Work with clients to accurately prepare tax returns for individuals, small businesses, and nonprofit organizations from initial meeting through delivery and electronic filing of returns.

• Prepare financial statements, journal entries, analyze financial data, manage fixed assets, and review the accounting work and tax returns prepared by other accountants.

• Handle ongoing consultation and planning with clients both in person and virtually

• Understand and apply tax reduction strategies.

• Research various tax matters.

• Collect and review financial and operational data for small businesses and be prepared to make recommendations for improvement.

• Monitor guidance issued by the Internal Revenue Service/Department of the Treasury and new legislation relevant to tax accounting

• Nurture current client relationships as well as help us grow our clientele base.

Qualifications

• At least 5 years of income tax preparation experience

• Experience preparing 1040, 1120, 1120S, 990, 706, 1041 and 1065 tax returns

• Experience working with high net worth / high income clients preferred

• Analytical Skills and Finance expertise with strong organizational and time-management skills

• Attention to detail and accuracy in financial reporting

• Bachelor's degree in Accounting, Finance, or related field required

• IRS Enrolled Agent (EA) or Certified Public Accountant (CPA) license required

• Certified Public Accountant (CPA) license preferred

• Experience working in UltraTax CS preferred

• Quickbooks experience required

• Enjoy working with people and display a true desire for positive client outcome.

Compensation

• 401K with company matching.

• Paid vacation.

• Enjoy Fridays off for almost half of the year.