Tax Manager/Business ManagerVan Clemens Wealth Management
Job Summary
We're looking for a Tax Manager CPA who can who can review and sign individual tax returns for our clients. The ideal candidate is friendly, experienced, and extremely competent in working with our wonderfully loyal customers.
The hours for this role are capped at 60 per week during tax season.
Responsibilities
- Review financial statements and provide monthly statements
- Prepare and review individual and corporate tax returns, ensuring accuracy and compliance with current tax laws and regulations
- Provide expert advice to clients on tax planning and financial strategies, using allowable deductions, credits, and strategies to minimize tax obligations
- Analyze financial statements, assess financial performance, and identify opportunities for improvement
- Oversee bookkeeping and maintain accurate financial records for clients, including general ledger entries, accounts payable and receivable, and bank reconciliations
- Build and maintain strong client relationships by providing excellent service and addressing their financial concerns and needs
- Stay updated on tax laws, regulations, and industry trends to ensure the highest level of service to clients
Qualifications
- Ability to effectively work in a fast-paced and customer focused environment
- Analytical, research and good communication skills required
- Capable of working independently and as part of a team
- Willingness to go the extra mile during tax season
- Detail-oriented and able to meet strict deadlines
- Excellent communication and interpersonal skills
Requirements
- Active CPA or EA status
- Bachelor's Degree
- Public Accounting with individual and corporate tax return preparations•5+ years
- General ledger accounting
- Financial Statement, payroll tax, and sales tax preparation
- Budget and forecasting experience
- Knowledge of tax laws and regulations
- Experience in bookkeeping and financial statement analysis
- GAAP Standards
- QuickBooks
- Microsoft Office Suite
- Willing to renew or obtain PTIN
- Background check
Nice to Have
- Ultratax Software experience
About Us
Van Clemens Accounting Associates is a reputable accounting firm dedicated to providing top-tier financial and tax services to individuals and small and medium size businesses for over 25 years. As an established and successful company, with a friendly and competent team, we can offer a very competitive and promising employment opportunity.
What We Offer
- Competitive salary commensurate with experience
- Paid 4-week sabbatical every 5 years (up to 8 weeks with PTO)
- Annual 10% discretionary bonus based on individual performance as well as the firm’s success. Potential for an additional 15% annual bonus through our incentive compensation plan.
- Health insurance
- Retirement plan with company match
- Opportunities for training and obtaining an Investment Advisory License
- Collaborative work environment
- Ownership / purchase option available for the right candidate
Job Roles
Accounting