What are the responsibilities and job description for the Tax Manager position at My BTLR?
Our client is a well-established CPA firm, recognized for over 30 years of success and excellent client satisfaction. They are currently seeking an experienced Tax Manager to join their team in a role that offers significant client interaction, leadership in tax return review, and opportunities for professional growth, including a potential partnership track. If you're a self-starter who thrives in a collaborative, non-hierarchical environment and values a firm that emphasizes independence and minimal micromanagement, this may be the role for you.
Key Responsibilities
- Lead the preparation and review of federal, state, and local tax returns, including original and amended 1040, 1065, 1120, 1120S, 706, 709, etc.
- Oversee financial reporting and accounting activities, including compilations and financial statement preparation.
- Identify and research complex tax issues, and provide innovative, value-driven solutions for clients.
- Manage client relationships, ensuring timely communication, exceptional service, and proactive advice.
- Collaborate with colleagues in a team-driven environment, providing mentorship and guidance without the constraints of a traditional hierarchy.
- Play a key role in identifying tax issues and researching solutions independently.
- Mentor and guide junior staff, fostering a collaborative, high-performance work environment.
Equal Opportunity Employer
Our client, in partnership with Impact, is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected characteristics.
Requirements
- CPA or EA designation required.
- Minimum five (5) years of tax return preparation experience, with at least two (2) years reviewing tax returns.
- Experience with a variety of tax return types, including individual and corporate filings.
- Minimum 3-5 years of experience with compilations and financial statement preparation.
- Strong working knowledge of current public accounting standards and tax laws.
- Proven ability to manage client interactions independently and deliver high-quality work with minimal supervision.
- Excellent communication and leadership skills, with the ability to thrive in an autonomous and collaborative work environment.
Technical Skills
- Proficiency in QuickBooks, Adobe, and Lacerte (preferred but not required—training available for the right candidate).
- Experience with tax research tools.
Benefits
- Competitive salary and benefits package, including health insurance, 401K with match, and 40 hours of paid continuing education annually.
- Collaborative and supportive culture with low employee turnover and a strong focus on work-life balance.
- Potential for partnership, providing long-term career growth opportunities.
- Work-life balance with reduced hours outside of tax season (32 hours per week from the end of April through Labor Day).
- Primarily onsite role with the potential for up to 20% remote work after six months, provided the candidate resides in Illinois.
Salary : $100,000 - $110,000