Tax Manager - Individual Tax

Direct message the job poster from Farmer & Associates, CPA

Small business accounting and operations

At Farmer & Associates CPAs, we are focused on delivering superb tax compliance and advisory services to our clients, while retaining work-life balance. We believe those goals can and do work in tandem, even in public accounting. We work 100% remote and flex-time. Joining our team as a tax manager will provide you an opportunity to join a forward looking small firm with quick career growth.

The tax manager position will oversee our individual income tax engagements (approximately 175 clients). You will prepare and review income tax returns, conduct tax research, respond to tax notices, and provide tax planning for our clients. The tax manager will oversee staff preparers and communicate directly with teammates and clients to deliver tax engagements.We are seeking a tax professional ready to lead and develop their own client workload and team in a flexible environment.

Job Description

The tax manager will play a leading role in delivering our individual tax engagements. This position reports directly to our Tax Director, Kaliana Degnan, CPA.

ESSENTIAL FUNCTIONS (% of billable hrs)

Prepare tax projects, as assigned (60%)

• Tax projects include income tax return preparation (1040), tax projections and plans, income tax notices, and tax consulting projects.
• Self-manage and prioritize tax assignments within Practice CS.
• Communicate with clients (via Liscio, phone call, and email) regarding tax assignments; including requesting documentation, following up on client questions, clarifying positions taken and providing suggestions.
• Save client communication and answers in workpapers and/or Filecabinet CS
• Meet tax engagement objectives (work quality, timeframes, hourly budgets, outcomes)

Review tax projects, as assigned. (33%)

• Review workpapers and source documents for completeness and accuracy.
• Document review points in workpapers to provide feedback to preparers on methodology and accuracy.
• Verify tax accountants projects completed on schedule for projects you are assigned as reviewer

Training and Development of tax accountants (5%)

• Communicate review points on projects assigned as reviewer, assisting with development of staff in line with their “development plans” and firm processes.

Notice analysis and resolution; including serving as POA for clients. (2%)

Other non-billable expectations:

• Attend and contribute to tax team meeting, all team meetings, and other internal or client facing meetings, as needed
• Always follow Farmers & Associates CPA policies and guidelines.

Microsoft Office Apps, especially Excel, QuickBooks Online, UltraTax CS and Thomson Reuters suite of software (Filecabinet, Practice CS, Planner CS), Slack, Liscio, Zoom

Qualifications:

• Professional credential: CPA or EA
• 5 years of recent individual income tax preparation experience
• 1 year of recent supervisory experience
• 1 years of remote work experience

Job Type: Part-time / Remote working

Hourly expectations: 1664 annually. There will be a heavy seasonality to the work load, with the majority of billable hours falling during tax season and extension/planning season.

Compensation : $75,000 annual salary

• Health Insurance (50% covered by firm)

• Dental (50% covered by firm)

• Vision (100% covered by firm)

• HSA option $500 initial company contribution after 30 days

• 401K plan with up to 4% employer match (eligible after 90 days)

• Paid time off

• Continuing Education Expense Reimbursement (including approved CPE costs, exam study materials, and other approved expenses)

Farmer & Associates CPA is an Equal Opportunity Employer.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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