Tax Manager
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Job Location:
Madison, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
ABOUT THE COMPANY:
Client has been providing comprehensive financial services to residential and commercial clients in Madison WI and the surrounding areas since 2013. Were a small growing firm with a long history of success in the areas of individual corporate trust estate and gift tax return preparation along with consulting bookkeeping and payroll. Our focus is to deliver assurance tax accounting and specialized solutions that provide the information needed to successfully manage our clients business and everyday life. We assist our clients with creating a growth plan combined with a tax strategy to leverage any potential tax benefits that may exist.
JOB SUMMARY:
Prepare and review business and individual tax returns
Review less senior team members completed tax returns for accuracy and provide feedback for learning opportunities
Establish and maintain client and staff relationships
Tax planning and projections requested by clients
Research tax issues
Provide recommendations for internal process improvements
Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
Answer calls and emails from clients in a timely manner
Utilizes strong analytical research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
Perform other related duties as assigned
PREFERRED SKILLS:
CPA (Certified Public Accountant) or EA (Enrolled Agent) designation preferred
Bachelors degree in Accounting preferred
Minimum 5 years tax preparation experience
Wolters Kluwer CCH Axcess tax software experience preferred
Understanding of Generally Accepted Accounting Principles (GAAP)
Excellent analytical skills with an attention to detail
Strong verbal and written communication skills
Ability to manage multiple projects in a deadline-driven environment
Willingness to be a team player
General proficiency with Microsoft Teams Excel Word and Outlook
Strong organizational skills
BENEFITS:
Medical insurance
Dental insurance
Vision insurance
Life insurance short-term and long-term disability
Retirement plan with 3% employer match
Unlimited PTO
Company paid educational materials and expenses
Bonus program
Hybrid work environment
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
