What are the responsibilities and job description for the Tax Manager position at FirstPurpose Tax?
FirstPurpose Tax strives to complement tax advice with investment advice. We strive to keep our clients abreast of the ever-changing tax code so that they may utilize available current tax breaks and make the best decision possible when it comes to planning for the future. FirstPurpose offers a flexible, fun work environment!
Our core values are: Do Right (do the right thing), Abundance, Teamwork, Initiative, Education and Growth. We strive to implement these values everything we do. If these Core Values align with your own, please keep reading!
Learn more about us at: https://www.firstpurposetax.com
Responsibilities
As one of our professional accounting staff you will service and advise clients as well as manage and mentor staff.
Essential Functions:
- Prepare, review, and or sign individual and business tax returns
- Perform planning with clients to optimize current and future tax years
- Oversee other services for clients that would be manged such as bookkeeping, payroll and sales tax.
- Manage and mentor other members on staff
- Work Closely with Financial Advisors to provide Tax Expertise on joint clients.
Qualifications
Education, Experience, and Skills Required:
- At least 6 years of full-time experience with individual and/or business tax preparation is required
- Experience with trial balance is required
- Experience with QuickBooks preferred
- Strong technically background
- Strong accounting background
- Ability to organize data and prepare accurate financial statements
- Spanish speaking is a plus
Personal characteristics needed to be successful in this role:
- Self-Starter
- Excellent customer service skills
- Dedicated to doing what is right
- Team player
- Takes the initiative
Other
- Full time (expect at least 60 hours per week during peak tax periods)
Job Type: Full-time
Pay: $110,000.00 - $140,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Public Tax: 6 years (Required)
License/Certification:
- Enrolled Agent or CPA License (Preferred)
Work Location: In person
Salary : $110,000 - $140,000