Our client, Ellenton CPA, is looking for a Senior Tax Manager to join their team in Bradenton, FL!
The Senior Tax Manager will report directly to the CEO and will lead and manage multiple tax preparers and engagements in a manner that reflects our unwavering commitment to excellence while providing timely, relevant, and superior quality tax services for our clients. You are responsible for ensuring that all members of the tax team are focused on helping our clients effectively manage their tax obligations proactively and responsibly.
This position works closely with internal and external clientele to build and execute sustainable tax strategies, improve internal controls and processes, and tax risk management. The Senior Tax Manager is responsible for the preparation, management, and quality control review of all client tax returns including corporate, partnership, individual, trusts, and estate.
Job Description
Responsible for managing and ensuring company's tax policies and internal control procedures are following relevant tax codes on local, state, and federal levels.
Preparation, management, and quality control review of all federal and state income taxes for individuals, businesses, benefit funds, real estate, and exempt organizations.
Perform technical tax review of assigned tax returns of varying complexity.
Interact directly with clients, managing questions, planning, consulting, etc. - approximately 20- 40% of your time.
Deliver high quality tax planning and advisory services to existing tax clients.
Builds new and existing client relationships and demonstrates knowledge of client business.
Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
Train, supervise and mentor staff along with reviewing and evaluating their work.
Manage multiple clients, budgets and production goals.
Qualifications
Education:
Bachelor's degree in Accounting or equivalent, required.
Master's degree in Accountancy or equivalent, highly preferred.
Experience:
Minimum of 5 to 7 years of experience in public accounting firm
3 to 5 years of management experience.
License/Certifications:
CPA License, required.
EA License, preferred.
Software:
Proficiency in Microsoft Office Suite, specifically Word, Excel and PowerPoint
Prior experience with various tax, file management and practice management applications and research tools
Prior experience with QuickBooks, Ultratax, Practice, Planner and Workpapers, preferred.
About Ellenton CPA
Become a part of a highly innovative professional team dedicated to ensuring all our stakeholders develop character, learn the skills, and assimilate the knowledge essential to become financially responsible leaders.
We believe in managing our business by our core values. We are open, have fun, and utilize a cross-functional team environment where each team member works towards excellence, is treated with respect, where diversity, integrity and personal development are the basis for all our daily actions.
Our generous benefits package is focused on being responsible stewards for our team and includes:
PTO
Health, Dental, and Vision insurance
401K with 3% employer contribution (after year 1)
Hybrid work environment with one day a week reserved for remote, independent work (after 90 days).
Monthly staff appreciation events
Continuous personal and professional development opportunities
Over 20 hours of technical CPE provided annually in an open learning environment.
Up to 24 hours of paid community service opportunities