Tax Manager (CPA or EA) Longmont CO (Boulder Area) Public Accounting Small Firm Salary: $110000 $150000 Full Benefits
5 10 Years Public Accounting Partnership & S Corp Tax Return Prep. Exp. Must Be CPA or EA; QuickBooks Exp. Req.; Lacerte Exp. Helpful Great Benefits No Travel & Small Office Environment
Company Information Navigator Recruiting client is a locally owned small CPA firm in Longmont CO and has experienced consistent growth in the past 10 years. The firm completes tax returns for many S Corporations and Partnerships and Individuals. The firm also provides payroll processing and bookkeeping work for clients. Most clients are in a variety of industries and are small businesses with less than $5M in annual revenues. A key visible role in the small firm this unique position incorporates tax and accounting and the opportunity to help small businesses in a number of different ways. Youd report to the owner and be given the responsibility to manage and grow the relationships of many CPA firm clients. This entails reviewing the work of the Bookkeeping team and preparing some financial statements but will mainly involve preparing all tax returns for the clients and advising clients (on buyouts retirement etc..Accounting (and in particular experience with QuickBooks) and tax knowledge are critical. The owner can and will train the chosen individual on some of the advisory services. This firm takes pride in providing excellent service to clients and communicating with clients is very important. The chosen candidate will have the flexibility to work from home 2 days/week and in the office 3 days/week. This CPA firm offers a high amount of client interaction excellent team comradery a flexible and understanding environment and does offer some benefits.
Responsibilities
Preparetax returns including federal and multistate returns for S Corporations partnerships high net worth individuals some C Corporations and possibly some trusts & estates and foundations
Oversee bookkeeping for clientsand prepare financials in QuickBooks (Online and Desktop).
Identify and communicate tax planning ideas for clients including tax research computations and related documentation
Plan and execute the daytoday activities of tax engagements for various clients
Research and consult on various tax matters; utilize taxrelated software to prepare and process returns andresearch tax matters.
Respond to inquiries from the IRS state and other tax authorities.
Gain comprehensive understanding of client operations processes and business objectives and utilize that knowledge on engagements.
Develop good working relationships with clients to optimize satisfaction and work with client management and staff at all levels to perform tax services.
Review tax return preparation and supervise tax staff providing review notes for discussion and coaching
Identify performance improvement opportunities in preparation and review of client assignments
Other job duties as assigned
Requirements
BS in Accounting
CPA (Certified Public Accountant) or EA (Enrolled Agent) designation is required
510years public accounting experience with proficiency in tax compliance
Bachelors degree in Accounting;Master in Taxationa plus.
Experience with QuickBooks (both Online and Desktop ideally but one or the other may be acceptable).
Excellent analytical organizational and project management skills and strong attention to detail.
Strong computer skills including proficiency in Microsoft Office Suite. Experience with Lacerte ishelpful but not required.
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