Tax Manager - Tooth & Coin

We are a group of dedicated CPA's, accountants, and financial professionals who specialize in the dental industry and we are looking to add a remote Tax Manager to our team.

Goals for the Tax Manager Position:

· To further develop income tax review skills.

· To build a relationship with the client that is based on our trust and expertise.

· To continue to learn new ways in which we can help clients better prepare for their tax situation.

· To learn of changes in our client’s situations before they happen so that we can proactively change their tax planning when needed.

· To timely deliver all client facing products.

Throughout the year:

· Answering questions from the client in relation to their tax plans.

· Seek out and review potential new tax strategies for our clients to implement in their practice.

· Setup processes to remind clients of important deadlines that may be client specific.

· Train and assist tax services in developing their income tax skills.

· Conduct tax interviews when onboarding new clients.

During Tax Season:

· Assign clients to tax services for completion.

· Send tax organizers to clients and make sure tax services have been introduced to the client to conduct a tax organizer session.

· Assist tax services in understanding documents needed for building tax files.

· Review tax returns prepared by tax services including preparing review notes and training tax services.

· Send tax returns to clients for review and final signature.

· Submit signed returns for processing.

· (If needed) Conduct a meeting with the client going over the tax return results. This can be done over a recorded video as well.

Post Tax Season:

· Review client’s tax plans that were updated by tax services.

· Preparing/reviewing extended individual tax returns.

· Preparing/reviewing extended business tax returns.

Mid-Year, 3rd Quarter, and 4th Quarter:

· Review projection for client and send to the client. (See example of projection)

· Ask client for any updates to their tax situation.

How much does this position pay (range)

When eligible:

· 50% of individual health insurance company paid with HSA available

· 100% of vision insurance

· Unlimited PTO

· STD/LTD insurance paid

· Up to a 4% match on 401k

· Computer equipment provided

· Flexible work hours

· Fully virtual/remote position

· Payment for Becker CPA review if needing it

· CPE and CPA licensure paid

· Bonus Potential of up to 10-20% Starting Salary

Benefits:

• 401(k)

• 401(k) matching

• Dental insurance

• Disability insurance

• Flexible schedule

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

• Work from home