What are the responsibilities and job description for the Tax Manager position at Ryan Lombardo Accounting & Tax Advising?
We’re a pro-entrepreneur accounting and tax advising firm that provides top-tier service to clients. Our primary focus is helping clients keep more of what they earn by getting their taxes as close to zero as possible while handling anything tax and accounting on their behalf. Business is booming and we are now accepting applications for a Tax Manager! The Role:We’re seeking an experienced and ambitious Tax Manager to support our growing firm. This role will focus on tax preparation, tax strategy, and client management for a diverse client portfolio. Our ideal candidate is experienced with federal tax laws, can prepare original and amended returns, and recommend compliant tax optimization strategies to our team and clients. We prefer candidates to work fully in-office with the team in Irvine but we are willing to hire a fully-remote candidate if they are an exceptional fit for the role. Our Hiring Process Step by Step:Our complete interview process is broken down below so you know what to expect after passing each stage. We screen candidates thoroughly before hiring so that once you're onboard, we can train and compensate you well for the long term. Successful candidates put in genuine effort at each stage with thorough answers; we aren't interested in hiring people that skimp or give us generic responses, and clearly AI generated responses won't be considered. #1 Apply online and tell us about your background, career goals, and why you're a great fit.#2 Qualified applicants will be invited to the next stage of the interview process, which is an in-depth questionnaire. Treat it like a first round video interview without having to schedule a call. Plan on 20-25 minutes to fill out the questionnaire; it's thorough on purpose. We want to learn how you solve problems and why you'll be a valuable addition to the team. We pay close attention to the quality of your answers, and a strong questionnaire is how qualified candidates advance to the third step.#3 Final stage is a 45 minute video call interview with the business owner that includes: a skills assessment where you analyze sample tax returns to spot errors, Q&A to test on job-based domain expertise questions, and reviewing your background and career goals.#4 Offer Letter, Confirmation of Compensation, and Hiring, subject to passing background and reference checks. Compensation and Work ScheduleWe are proud to offer a competitive annual salary band of $130,000 - $160,000 depending on candidate's experience and value they bring to the team at 35 hours per week. Expected schedule of 7.5 - 8 hours daily on Monday through Thursday and a half day of 3-5 hours on Fridays. Payroll is bi-weekly and via direct deposit. Core Responsibilities:Prepare, review, and file fully compliant federal and state income tax returns for individuals and businessesAdvise on tax optimization strategies and make recommendations about the best strategies for each returnReview client-uploaded tax documents, gather all relevant internal accounting info needed to prepare returns. Flag any missing documents for the admin team and clients that you need to prepare the returnsPrepare detailed schedules, summaries and supporting materials for client meetingsAssist with year-end and quarterly client review calls and planningResearch tax regulations, updates, and changes to ensure compliance and best practicesAmend prior year returns for new clients, if neededAnalyze returns of prospective clients to find any errors and make recommendations on tax optimization strategies Must Have's for New Team Members: Expertise in Building Returns:At least 5 years of full time tax preparation experience for business and individual income tax returnsIntuit ProConnect: At least 3 years of full time experience preparing returns on this platformQuickBooks Online: At least 3 years of full time experience in QuickBooks and preparing returns based on QBO dataSoft Skills and Software:At least 3 years of experience and are totally comfortable working in Slack and Google Workspace productsYou thrive in client management. You can translate tax-speak into plain English for clients and make recommendations that protect and promote their best interestsThorough and meticulous -- if something looks off in a return or supporting document, you take the time to investigate and correct it rather than gloss over itStrong understanding of U.S tax laws, filling requirements, and compliance standardsApply your expertise and knowledge within the existing systems and processes the firm has establishedOwn your successes, own your mistakes, be coachable. Look out for the firm and your clients Nice to Have's:EA or CPAExperience preparing 990 series returns.Experienced with state-level income tax laws and preparing multi-state tax returns These roles fill quickly and we only anticipate accepting applications from competitive individuals for a short period of time, the next steps are yours to take.Company DescriptionWe are a full-service accounting and tax advising firm that specializes in getting our client's tax bills as close to zero as possible.
Salary : $130,000 - $160,000