What are the responsibilities and job description for the Tax Manager position at Lohman Company PLLC?
Description
Who We Are
Lohman Company, PLLC is a Certified Public Accounting & Professional Services firm established in 2000 and is headquartered in Mesa, Arizona. We have world-class accounting expertise with a friendly approachable style.
What We Stand For
Our core principles of Relationships, Integrity, Service, and Expertise (RISE) underpin all we do. We deliver a personalized, caring approach to each relationship, operate with high integrity, and strive to do the right thing for our clients, team members, and community.
The Perks
· Flexibility – because we believe it improves productivity and supports work/life balance.
· Legit Time Off – because we believe true disconnection is important to your health.
· Professional Development – because we embrace each team members’ desire to grow and encourage all to carve out their path to success.
· Culture – because we are friendly, fun, relaxed, and focused on relationships.
· Benefits – because we want our team to be taken care of. Generous is an understatement for our benefits package. No medical premiums for employee coverage!
Tax Manager - Overview
As Tax Manager, you will play a key role in servicing clients as part of a collaborative team: no client “ownership” here!
Reporting to, and working closely with Tax Partners & Senior Managers, you will be responsible for supervising & mentoring a small team as well as reviewing and signing federal and multi-state tax returns for C Corporations, S Corporations, Partnerships, Trusts, Individuals, and Tax-Exempt Organizations.
Requirements
Required Qualifications
- CPA designation
- 10 years of tax experience in public accounting, including at least 3 years in a supervisory role
- Direct responsibility for reviewing and signing federal and multi-state tax returns
- Alignment with our RISE values – Relationships, Integrity, Service, and Expertise
- Ability to manage multiple priorities and deadlines
- Strong leadership and mentoring skills, with a passion for developing others
- Ability to build and maintain trusted client relationships through proactive service
- High level of technical tax knowledge with ability to research and resolve complex issues
- Strong analytical and problem-solving skills
- Commitment to continuous learning and staying current with tax law and industry changes
- Proficiency with Microsoft Office (Excel, Word, Outlook) and ability to adapt to new technologies
- Strong written and verbal communication skills, including direct client communications
Preferred Qualifications
- Advanced degree (Master’s in Accounting or Tax)
- Experience with CCH Axcess and ProSystems Engagement