Tax Manager or Sr Tax Associate

HIGHLIGHTS:

• Newly created position transitioning tax function from Founding Partner who is retiring. Run tax practice independently post transition.
• 30+ year business, proven stability and debt-free
• Looking for a long-term team member to assist in growing the practice
• Variety of work inc tax filings and planning for partnerships, corps, individuals, accounting, and partnering with wealth advising team.
• Consistent bonus payouts, profit sharing
• Great hours, trust-based environment. Latest hours during busy periods rarely past 6-7p. Per Founding Partner, anyone coming from client service will “love us” based on workload expectations.

Ideal Candidate Profile:

• CPA required
• 5–7 years of experience, title dependent on experience
• Comfortable interfacing directly with clients daily and annual tax planning mtgs
• Individual, corp, and strong partnership tax

Responsibilities:

• Tax filings, planning, strategic analysis (eg lease vs buy), and some oversight of accounting
• Client service for individual and business clients incl corp, partnerships scorps in a variety of industries
• Liaison with wealth management Partner incl annual planning meetings