Tax Manager
Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. Thie firm is seeking an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.
Key Responsibilities:- Client Engagement : Conduct client consultations, manage onboarding, and provide strategic tax advice.
- Tax Preparation: Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings, ensuring accuracy and compliance.
- Process Optimizatio n: Standardize workflows, leverage technology to improve processes, and enhance client experience.
- Cross-Trainin g: Provide monthly training for advisory staff on tax strategies and tax law updates.
- Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records
Qualifications:
- Education/License: CPA required; Bachelor's in Accounting, Finance, or related field. Master in taxation a plus
- Experience: 5+ years in tax preparation, including complex returns for families and business clients.
- Skills: Proficient in tax technology and software; strong communication, analytical, and project management abilities.
Recommended Jobs
Sales Representative - Uniform
Requisition Number: 223562 Job Description Are you ready to launch your career in sales and be another reason Cintas, a growing Fortune 500 company, has been named to both FORTUNE’s World’s Mo…
Office Technician
Do you love animals? Office Technicians are the first impression of our facility! They are in charge of all customer interactions and the guests' instructional care. They can help where they are need…
Physician - Pain Management and Interventional Spine - Prescott Valley
Job Description Job Description GENERAL STATEMENT OF DUTIES Under indirect supervision, provides and manages direct medical evaluation, diagnosis, procedures, and care for patients within a re…
Host Hostess
Job Description Job Description If you are friendly, move fast, and like people this would be a great fit for you! As a host/hostess at Uncle Bears you are responsible for seating guests, bussing…
Part-Time Manager (Keyholder)
Fascinations is a leading retailer in sensual wellness, and we are looking for energetic, positive, dependable sales associates to aid in building our brand. We strive to provide top notch customer se…
Acquisition Specialist - State Farm Agent Team Member
Job Description Job Description Benefits: ~401(k) ~ Dental insurance ~ Free food & snacks ~ Health insurance ~ Paid time off ~ Signing bonus ~ Training & development We are a te…
Entry Level Travel Coordinator - remote
About Zephyra CO Zephyra CO is a customer-focused company dedicated to delivering seamless, high-quality service experiences. We believe every interaction matters, and we aim to build long-term …
Surgery Center Staff Nurse
Job Description Job Description Come join CCRM Fertility, a global pioneer in fertility treatment, research, science, specializing in IVF, fertility testing, egg freezing, preimplantation genet…
Medical Assistant / Technician (Gilbert)
Lighthouse Psychiatry | Medical Assistant / Technician, Level I Location: 4001 East Baseline Rd Ste 204, Gilbert AZ 85234 Job Type: Full-Time | In-Person Pay: $18–$21 per hour (based on exp…
Remote Sales Representative - Life Insurance | Uncapped Commission
Remote Life Insurance Agent – No Experience Required Training Provided | Performance-Based Income | Warm Leads Available Are you looking for: A career change Remote work with flexibility …