What are the responsibilities and job description for the Hybrid CPA Tax Manager position at VALiNTRY?
Public Accounting | Tax Planning, Compliance & Client Advisory
Location: Mason City, IA
Employment Type: Full-Time
Compensation: Competitive, Based on Experience
Benefits: Medical, Dental, Vision & SIMPLE IRA
ABOUT THE ROLE
VALiNTRY is seeking an experienced hybrid 3 days in the office two days remote Tax Manager or Senior Tax Accountant for an established public accounting firm in Mason City, IA.
This position is ideal for a tax professional with at least 5 years of recent public accounting experience who enjoys working directly with clients, reviewing complex tax returns, providing tax planning and advisory services, and mentoring junior accounting professionals.
The role involves managing tax engagements for a diverse client base, including closely held businesses, high-net-worth individuals, partnerships, trusts, and estates.
The salary range for this position is $80,000 to $100,000 per year. However, if you possess additional valuable skill sets that could benefit the enterprise, you may be eligible for higher compensation. We encourage strong technical candidates to apply without hesitation.
KEY RESPONSIBILITIES
Review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
Manage tax engagements from initial planning through preparation, review, and final delivery.
Provide tax planning, research, projections, compliance, and consulting services.
Identify tax-saving opportunities and advise clients on tax strategies.
Supervise, mentor, and review the work of tax staff.
Manage multiple client engagements while meeting deadlines and maintaining quality standards.
Develop and maintain strong relationships with existing clients.
Meet directly with clients to discuss tax matters, financial considerations, and business needs.
Support business development through excellent client service and relationship management.
Stay current with federal and state tax laws and regulatory changes.
ESSENTIAL SKILLS & EXPERIENCE
Bachelor's degree in Accounting.
Minimum 5 years of recent public accounting tax experience.
Demonstrated progression in tax preparation, review, and client engagement responsibilities.
Strong knowledge of federal and state taxation for individuals and business entities.
Experience reviewing complex tax returns and managing multiple engagements.
Ability to research tax issues and provide practical recommendations.
Experience supervising or mentoring accounting staff.
Strong organizational, analytical, and problem-solving skills.
Excellent communication skills and ability to interact directly with clients.
Proficiency in Microsoft Office and professional tax preparation software.
DESIRABLE QUALIFICATIONS
Active CPA license or Enrolled Agent (EA) designation.
Experience using UltraTax software.
Experience serving closely held businesses and high-net-worth individuals.
Background in tax planning, business advisory, and consulting.
Experience supervising tax engagements and developing junior staff.
Strong client relationship management skills.
WHAT MAKES A GREAT FIT
We're looking for a tax professional who can do more than prepare returns. The ideal candidate understands the importance of tax planning, client relationships, and delivering practical advice that helps individuals and businesses make informed financial decisions.
You should be comfortable managing multiple engagements, reviewing complex returns, mentoring staff, and communicating directly with clients.
This opportunity is particularly well suited for an experienced Senior Tax Accountant ready to take on greater responsibility or an established Tax Manager who enjoys working in a relationship-driven public accounting environment.
COMPENSATION & BENEFITS
Competitive compensation based on experience and qualifications.
Medical, dental, and vision insurance.
SIMPLE IRA retirement plan.
Opportunity to work with a diverse portfolio of business and individual clients.
Professional growth and leadership opportunities.
Eric Lyublinsky
For immediate consideration, send your resume to eric@valintry.com
Eric Lyublinsky
Senior Executive Recruiter
19 Years on LinkedIn Connecting Top Talent with Great Companies
LinkedIn: www.linkedin.com/in/ericitstaffingguru/
#INDFIN
Salary : $80,000 - $100,000