ATLAS Navigators LLC is an accounting tax and consulting firm that is looking for someone who fits our culture vision work ethic and team. ATLAS stands for Advisors That Listen And Serve and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space always. ATLAS seeks to add value to our clients our people and our culture inside and outside of our office walls. If you are looking for a company that will invest motivate and inspire you to aim high ATLAS is it.
OVERVIEW
CMMS CPAs & Advisors PLLC an ATLAS NAVIGATORS firm is seeking a Senior Tax Manager to join our Amarillo team. This is a compelling opportunity to become part of a growing family of firms across multiple states. With a clear path for advancement and the support of a collaborative and service-driven environment the right candidate will have the chance to contribute meaningfully to our clients and our firms continued success.
The Senior Tax Manager will work under the supervision of a Partner and/or Director. A Senior Manager will support the firms clients in the duties listed below and provide support and leadership to the staff they work with. Some duties listed below are subject to the department the Senior Manager primarily manages.*** Relocation Assistance Available***
MAJOR RESPONSIBILITIES- Strong experience with high-net-worth clients (personal taxation trust taxation estate & gift taxation charitable taxation with exposure to flow-through entities and partnership taxation and corporate taxation including State & Local income (SALT)/Franchise tax for multi-state filers)
- Successful candidates will possess the ability to plan client engagements provide tax consulting services manage compliance projects supervise and review work of team staff members work closely with clients as well as internal managers and partners
- Strong verbal and written communication skills with the ability to articulate complex information and tax law
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Perform higher-level compliance review and tax return sign-off
- Handle client consultations on planning opportunities and changes in tax law
- Working on proposals and assisting in developing new business
- Meeting prospective clients and developing relationships with new and existing clients
- Expanding services to existing clients
- Supervising engagements and special projects undertaken by the firm
- Overseeing all aspects of the client engagement
- Supervising training and evaluating advanced-level staff
- Coaching mentoring and assisting staff so they can develop and assist in the growth of the tax function
- Actively play a role in ATLAS advisory services efforts
- Responsible for (along with other Managers Partners and Seniors) billing and WIP analysis
- Identify areas of potential improvement in processes and procedures
SKILLS AND ABILITIES- Detail-oriented accurate and extremely organized
- Strong client service skills and relationship management experience;
- Excellent oral and written communication skills
- Able to set priorities and skillfully juggles multiple tasks in a fast-paced office
- Able to work as part of a team
- Able to lead team members and manage others assignments
- Demonstrate a service mentality
- Regularly useQuickBooks Online and Desktop with proficiency
- Knowledge of GAAP
- Knowledge of Tax Basis Accounting - Cash and Accrual
- Experience with CCH platform
EDUCATION AND EXPERIENCE- A bachelors degree in Accounting or Finance is required
- CPA is highly desirable
- 3-5 years of experience in a similar role
- 7 years of continuous public accounting or family tax office experience
- 7 years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
- 3 years of supervisory experience mentoring and counseling associates
- Experience in acquiring new clients and growing a book of business
- Proven ability to develop new business relationships and expand services to existing clients.
COMPENSATION & BENEFITS:- Medical Dental and Vision;
- GAP Benefits;
- Supplemental Benefits;
- Life & AD&D Insurance;
- Short & Long-term Disability Plans;
- 401(k) with company matching;
- Bonius Structure;
- Flexible PTO with sick time;
- Incentive Program
- Development Program
- Company WellnessProgram;
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment including a computer office equipment telephone may require extended periods at a keyboard or workstation. Required to occasionally lift hold or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon raceracial expression including protective hairstylesreligion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal state and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability please let us know.
#LI-OnsiteTexting Privacy Policy and Information:
- Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
- No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
- Message frequency will vary depending on the application process.
- Msg & data rates may apply.
- OPT out at any time by texting Stop.
Required Experience:
Senior Manager
ATLAS Navigators LLC is an accounting tax and consulting firm that is looking for someone who fits our culture vision work ethic and team. ATLAS stands for Advisors That Listen And Serve and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space ...
ATLAS Navigators LLC is an accounting tax and consulting firm that is looking for someone who fits our culture vision work ethic and team. ATLAS stands for Advisors That Listen And Serve and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space always. ATLAS seeks to add value to our clients our people and our culture inside and outside of our office walls. If you are looking for a company that will invest motivate and inspire you to aim high ATLAS is it.
OVERVIEW
CMMS CPAs & Advisors PLLC an ATLAS NAVIGATORS firm is seeking a Senior Tax Manager to join our Amarillo team. This is a compelling opportunity to become part of a growing family of firms across multiple states. With a clear path for advancement and the support of a collaborative and service-driven environment the right candidate will have the chance to contribute meaningfully to our clients and our firms continued success.
The Senior Tax Manager will work under the supervision of a Partner and/or Director. A Senior Manager will support the firms clients in the duties listed below and provide support and leadership to the staff they work with. Some duties listed below are subject to the department the Senior Manager primarily manages.*** Relocation Assistance Available***
MAJOR RESPONSIBILITIES- Strong experience with high-net-worth clients (personal taxation trust taxation estate & gift taxation charitable taxation with exposure to flow-through entities and partnership taxation and corporate taxation including State & Local income (SALT)/Franchise tax for multi-state filers)
- Successful candidates will possess the ability to plan client engagements provide tax consulting services manage compliance projects supervise and review work of team staff members work closely with clients as well as internal managers and partners
- Strong verbal and written communication skills with the ability to articulate complex information and tax law
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Perform higher-level compliance review and tax return sign-off
- Handle client consultations on planning opportunities and changes in tax law
- Working on proposals and assisting in developing new business
- Meeting prospective clients and developing relationships with new and existing clients
- Expanding services to existing clients
- Supervising engagements and special projects undertaken by the firm
- Overseeing all aspects of the client engagement
- Supervising training and evaluating advanced-level staff
- Coaching mentoring and assisting staff so they can develop and assist in the growth of the tax function
- Actively play a role in ATLAS advisory services efforts
- Responsible for (along with other Managers Partners and Seniors) billing and WIP analysis
- Identify areas of potential improvement in processes and procedures
SKILLS AND ABILITIES- Detail-oriented accurate and extremely organized
- Strong client service skills and relationship management experience;
- Excellent oral and written communication skills
- Able to set priorities and skillfully juggles multiple tasks in a fast-paced office
- Able to work as part of a team
- Able to lead team members and manage others assignments
- Demonstrate a service mentality
- Regularly useQuickBooks Online and Desktop with proficiency
- Knowledge of GAAP
- Knowledge of Tax Basis Accounting - Cash and Accrual
- Experience with CCH platform
EDUCATION AND EXPERIENCE- A bachelors degree in Accounting or Finance is required
- CPA is highly desirable
- 3-5 years of experience in a similar role
- 7 years of continuous public accounting or family tax office experience
- 7 years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
- 3 years of supervisory experience mentoring and counseling associates
- Experience in acquiring new clients and growing a book of business
- Proven ability to develop new business relationships and expand services to existing clients.
COMPENSATION & BENEFITS:- Medical Dental and Vision;
- GAP Benefits;
- Supplemental Benefits;
- Life & AD&D Insurance;
- Short & Long-term Disability Plans;
- 401(k) with company matching;
- Bonius Structure;
- Flexible PTO with sick time;
- Incentive Program
- Development Program
- Company WellnessProgram;
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment including a computer office equipment telephone may require extended periods at a keyboard or workstation. Required to occasionally lift hold or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon raceracial expression including protective hairstylesreligion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal state and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability please let us know.
#LI-OnsiteTexting Privacy Policy and Information:
- Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
- No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
- Message frequency will vary depending on the application process.
- Msg & data rates may apply.
- OPT out at any time by texting Stop.
Required Experience:
Senior Manager
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