CPA Manager
CPA Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
CPA/Tax Manager
Our client is a leading Tax Financial Planning and Registered Investment Advisory (RIA) firm with offices in DE PA MA and GA. We are seeking an experienced Tax professional to join the firms Tax Team. The position will be located in the West Chester PA office. Hybrid and flexible schedule will be offered after training.
The candidate must be an accountable strong leader self reliant team member who is comfortable both working independently and with a collaborative Tax Team. This person must be CPA manage a variety of tasks simultaneously have first class communication skills be highly meticulous and have diligent follow through. The perfect candidate is interested in a long term position with upside in a fast growing company with a family oriented environment.
Key Responsibilities:
Supervising staff accountants administrative staff and bookkeeping/payroll staff.
Provide leadership training and support.
Lead all day to day functions of the tax company processes procedures communications client management.
Collaborate with the executive team of the Wealth Management company and report to the CEO.
Review individual trust and business tax returns prepared by staff accountants.
Approve client tax return packages for final review & signature.
Preparing individual trusts and business tax returns during high volume times and as needed.
Work with the Financial planning units of the Wealth Management company to Review and/or prepare tax plans and develop complex tax savings solutions for clients.
This position is ideal for someone seeking a hands on roll blending leadership with firsthand involvement in the day to day.
If a CPA currently has a book of business and would like to discuss bringing clients over with an equity stake we are open to the discussion.
Position Requirements:
Must be a CPA
Experience in a tax preparation firm
Experience with UltraTax software a plus
Comfortable in a fast paced high volume environment
World class organizational and communication skills
World class time management and operational efficiency skills
Ability to Commute to the office in West Chester PA (required) with remote/hybrid capabilities.
If a CPA currently has a book of business and would like to discuss bringing clients over with an equity stake we are open to the discussion.
License/Certification:
CPA
***All Qualified Candidates please contact: Sarah Bartel ***
Phone: 302.324.9400
Email resume to:
#ZRNC
Required Experience:
Manager
Employment Type
Full-Time
