Bookkeeping firm specializing in bookkeeping, payroll, and individual and business tax preparation, seeking an experienced tax manager. This is a hybrid position that requires 2 days in our Longmont office a week.

Job Summary:

Providing employees with guidance, direction, leadership and support, and organizing the production of work and employee workflow. Consulting with clients and handling issues as they arise. Accurately processing of tax returns for businesses and individuals; ensure legal requirements compliance. Responsible for confidential and time sensitive material. Ability to effectively communicate in person, via phone and email with clients. Rely on experience and judgment to plan and accomplish goals. Reports to upper management.

Responsibilities:

Provide employees with guidance, direction, leadership and support

Follow up on tax returns in progress

Organize production of work and employee workflow

Review employees work and provide constructive feedback

Develop procedures and policies

Prepare Year End and Semi-Annual reviews bookkeeping clients

Prepares income tax return forms for businesses and individuals. (1040, 1120S, 1065, 990, 1120 Forms)

Reviews various financial records like income statements, receipts of expenditures and previous tax returns to determine a strategy for preparing current returns.

Consult with clients to get information on deductible expenses, allowances and taxable income.

Uses tax form instructions and software to make proper entries on the tax form and compute the amount of taxes an individual or business owes.

Prepare estimated tax payments for clients

Consults tax resources and law books to obtain assistance with atypical returns.

Verifies forms that individuals prepared themselves to check for errors or miscalculations.

Calculates proper fee to charge each customer for tax preparation services based on the complexity of each form and the amount of time required for the work.

Takes continuing education courses to stay up-to-date on changes in federal and state tax codes.

Contact state and federal agencies to resolve tax client notices and issues.

Help with bookkeeping, payroll and sales tax clients as needed during slow season.

Skills:

Excellent oral and written communication skills

Strong work ethic, professionalism, dependability and integrity

Motivated worker with the ability to work in a fast-paced environment

Detail Oriented

Organized

Qualifications

2 Years Management experience

3 plus years of experience with forms 1040, 1065, 1120S, 1120, 990
2-3 years Quickbooks Desktop and Online experience

Proficient with Excel and Google Docs

Associates or Bachelor degree in Accounting or Finance preferred

Sales Tax experience plus

EA or CPA Credentials preferred

Payroll Preparation Experience preferred

Experience with Intuit Proseries preferred

Sales Tax experience preferred

Benefits:

Health Insurance for full time employees after 60 days

Paid holidays for full time employees

Vacation accrued after 60 days of employment

Sick Time

Simple IRA plan

Hybrid Work Schedule- 2 days in office, 3 days remote