Tax Manager
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
About the Company:
Advysor is a modern technology-focused business advisory CPA providing outsourced accounting and bookkeeping tax finance and fractional CFO payroll and HR services to growth-oriented companies across a wide range of industries and revenue sizes. We partner closely with business owners and leadership teams to deliver financial clarity strategic insight and scalable support that goes beyond traditional accounting. With over 10 years in business we continue to invest in our people processes and technology to stay one step ahead of the curve as we grow our teams and service offerings.
Our Core Values:
- Give a $hit Be conscientious thoughtful and compassionate. Give back. Show generosity.
- Entrepreneurial Be creative. Be willing to take chances. Be curious. Besolutions driven. Be a strategic thinker.
- Drive to get Better Communicate with the team. Innovate and disrupt the status quo. Encourage healthy conflict with a purpose and be proactive.
- Like to Win Do whatever it takes. Have a strong work ethic. Dont be afraid of a challenge. Remain upbeat through adversity. Be consistent.
Role Summary
The Tax Manager is responsible for managing and delivering high-quality tax compliance planning and consulting services for a portfolio of clients. This role ensures accurate and timely filings while partnering closely with clients and internal teams to provide proactive tax guidance and identify tax-saving opportunities.
The Tax Manager also plays a key role in developing team members improving processes and leveraging technology to support efficient scalable service delivery.
This role is hybrid (1-2 days in office).
Why we need you!
- Manage and review complex corporate partnership and individual tax returns ensuring accurate and timely filings
- Oversee tax compliance for a portfolio of clients maintaining high standards of quality organization and responsiveness
- Lead tax planning projections and estimates including more complex planning engagements
- Partner closely with clients to understand their business provide proactive tax guidance and identify tax-saving opportunities
- Serve as a primary point of contact for assigned clients and help resolve issues as they arise
- Mentor develop and review the work of tax staff and seniors providing ongoing guidance and feedback
- Collaborate with accounting and finance teams to deliver integrated client solutions
- Develop document and implement best practices to improve tax processes and workflows
- Lead or support tax-related software and technology enhancements to improve efficiency and scalability
- Leverage technology to streamline work reduce manual effort and support consistent service delivery
- Build and grow client relationships through excellent service and proactive communication
- Maintain a business development mindset by identifying opportunities to expand services with existing clients
- Demonstrate ownership initiative and sound judgment in managing work deadlines and client expectations
Qualifications:
- Active CPA license required
- 5 years of tax-related experience in public accounting or a professional services environment
- Prior experience in a Tax Manager or similar role with responsibility for managing client engagements
- Strong technical knowledge of tax compliance planning and accounting across corporate partnership and individual returns
- Experience managing and reviewing the work of tax staff and seniors
- Proven ability to oversee tax compliance and ensure accurate timely filings
- Experience partnering directly with clients and providing proactive tax guidance
- Working knowledge of tax workflow and document management systems (e.g. UltraTax and SafeSend)
- Strong organizational analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and deadlines in a fast-paced environment
Required Experience:
Manager
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
About the Company: Advysor is a modern, technology-focused business advisory CPA providing outsourced accounting and bookkeeping, tax, finance and fractional CFO, payroll, and HR services to growth-oriented companies across a wide range of industries and revenue sizes. We partner clo ... View more
