Tax Manager

Job description

Summary / Objective

Reporting to the Tax Director the Tax Manager is responsible for serving as a leader in the tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns a detail review of some returns managing workflow and assisting the Senior Tax Managers and / or Tax Manager II and planning teams as needed.

Essential Functions

Manage the daily workflow of tasks for their assigned clients

Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and / or client

Oversee assigned Tax Admin Specialist for team

Provide weekly updates to the Senior Manager and / or Tax Manager II regarding overall performance

Responsibilities and Duties

Work closely with Senior Tax Managers and / or Tax Manager II to prepare for each tax season

Work with Tax Advisors on preparing and reviewing of annual tax preparation for clients

Work closely with Tax Advisors Tax Manager II and / or Senior Tax Managers to address questions / concerns from the planning teams

Partner with Planners to ensure a seamless workflow between departments

Create and present tax training materials alongside Tax Manager II Senior Tax Managers and Senior Tax Research Manager

Work closely with Senior Tax Research Manager Tax Manager II and Senior Tax Managers to address research projects staff training materials & staff training events

Mentor Tax Advisors on professional development within the tax department

Act as an active participant in the recruiting process (review resumes and interview candidates)

Log IRS and State correspondences; delegate accordingly to the proper department / person

Work closely with Administrative Team to ensure the proper processing / releasing of Tax Returns and various tasks

Work with Tax Onboarding team to ensure proper training is being provided

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Job requirements

Education and Experience

Bachelors degree or higher in Accounting Tax or related field

CPA or EA required

8 years experience in public accounting or its equivalent

Proven experience with Lacerte tax preparation software is highly desirable

Thorough knowledge of tax laws

Strong communication interpersonal and organizational skills

Experience managing a team strongly preferred

Travel

Limited travel is expected for this position.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax managements approval remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.

Physical Demands

This is a largely sedentary role; however some filing may be required.

Position Type and Expected Hours of Work

This is a full time exempt position. Days and hours of work are Monday through Friday 8 : 30 a.m. to 5 p.m. Some flexibility in hours is allowed based on managements approval. The ability to work remotely is allowed based on managements approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program we seek to attract retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Firm our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.

Compensation

Minimum : $130000 - Maximum : $160000.00 USD

Benefits

Competitive Salary

Employer Paid Medical Short-Term Disability Accident Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues Licenses / Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as :

USA Today Top Workplaces ()

Monster Top Remote Workplaces (2024)

Accounting Today Beyond Top 100 : Firms to Watch ()

Accounting Today - Top 100 Firms ()

Forbes - Americas Best Tax & Accounting Firms ()

INSIDE Public Accounting - Top 100 Firms ()

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace ()

Accounting Today - Beyond Top 100 : Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms ()

INSIDE Public Accounting - Beyond the Top 100 ()

INSIDE Public Accounting - Top 200 Firms (0)

Dallas Business Journal - Top Accounting Firms (2018)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.

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Other jobs

Required Experience :

Manager

Key Skills

Tax Experience,Accounting Software,GAAP,QuickBooks,Accounting,Sage,Account Reconciliation,Analysis Skills,Research Experience,SOX,Microsoft Excel,Financial Analysis

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 130000 - 160000