What are the responsibilities and job description for the Tax Manager position at Sunbridge Advisory, LLC?
Overview
Please note that this role is Full time only. Part-time solo firm owners or offshore resources are not a fit.
Sunbridge Advisory recently acquired a local CPA firm that has been serving over 300 local businesses in the 25 years in Texas. Our client rely on us to keep their books, run their payroll, file and advise them on business and personal tax matters.
We are seeking a knowledgeable and detail-oriented Tax Manager to join our team. The ideal candidate will possess a strong understanding of tax regulations and financial concepts, enabling them to provide expert advice and support to clients. As Tax Manager, you will play a crucial role in helping individuals and businesses navigate complex tax issues, ensuring compliance while maximizing financial efficiency. This new manager will be a key resource as we expand our presence into Austin.
While experience with 1040s is a requirement, familiarity with 1120s and 1065 forms are a great asset as most of our clients are small business and partnerships.
Our firm is growing and this role would fit a motivated tax professional who prefers a modern firm and a fast paced career progression.
Responsibilities
- Supervise bookkeepers in monthly production
- Prepare and review tax returns for individuals and businesses, ensuring accuracy and compliance with current tax laws.
- Provide expert advice on tax planning strategies to minimize liabilities and optimize financial performance.
- Analyze financial statements and reports to identify potential tax implications and opportunities for savings.
- Assist clients with asset management decisions, providing insights on the tax impact of various investment strategies.
- Build client relationships and communicate with monthly calls/emails
Skills
- CPA or EA license and 5 years of experience in public accounting (tax function) required
- Strong understanding of financial concepts, including asset management and financial analysis.
- Proficiency in technical accounting practices, particularly in tax accounting.
- Excellent analytical skills with the ability to interpret complex financial data.
- Ability to communicate effectively with clients, providing clear explanations of tax-related matters.
- Strong organizational skills to manage multiple client accounts efficiently.
Join our team as a Tax Manager where your expertise will make a significant impact on our clients' financial success!