Tax Accountant Longing for Work Life Balance

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Advanced Accounting & Tax Planning

Lambertville, Michigan, United States (hybrid)

19 days ago

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Description

Seeking Work Life Balance While Utilizing Your Super Powers?

Job Description

We are a small, well-established tax and accounting firm based in Michigan, near Toledo, Ohio with a diverse and interesting clientele. Our clients include individuals and families, successful creative professionals, entrepreneurs, and small businesses. We pride ourselves on our strong client relationships and serve as trusted tax advisors for people and companies around the world.

Position Overview

The Tax Manager will assist our firm in navigating tax issues for our clients with a primary focus on tax preparation and planning. This challenging position will draw upon tax research, accounting, and problem-solving skills. Typical projects include reviewing in house prepared individual, business, and trust tax returns for clients with tax planning, and related consulting projects. The Tax Manager can expect engagement with a wide range of tax compliance and planning issues and will be expected to serve as a resource for junior staff. The Tax Manager will handle an inventory of projects and may directly prepare all or portions of tax returns as needed. The Tax Manager will receive ongoing training and mentorship from partners in our close-knit team. There is never a dull day in tax!

The successful candidate will be ethical, motivated, diligent, detail-oriented, and organized. Candidates should be comfortable collaborating with clients and colleagues who are offsite. This position is intended to be hybrid from our Lambertville, Michigan location and for the right candidate we will consider 100% remote.

Work Life Balance is a key trait of our firm and commitment. During tax season, Mid-January through the end of April our team is available 40 to 45 hours per week. Then May through the end of December we work Monday through Thursday with our offices being closed on Friday's.

The Tax Manager will have the opportunity to make a meaningful impact on the firm’s future success from day one, and will enjoy opportunities for future growth.

JOB DESCRIPTION:

Be the primary point of contact for clients. Lead meetings, presentations, and advise clients on financial matters. This is a client-facing role!

Prepare, review, and sign-off on corporate & individual tax returns.

Host tax planning kickoff zooms, implementation zooms and quarterly zooms to help provide tax advisory services to our clients throughout the year.

Prepare, review, and sign-off on personal & corporate tax returns

Assist with various tax audits and respond to tax notices our clients receive.

Manage 100-120 clients independently and as part of a small team.

Handle 80-90% of your work independently without a high level of instruction.

Perform self-reviews as necessary to ensure high quality of work.

GREAT FIT:

You like to find ways to save people money on taxes.

You have a solid understanding of how the tax code works (specifically for business entities).

You will be delighted to prepare or review returns that showcase the final tax savings our clients will receive.

You will be interested and intrigued when complex clients are signed up and are uniquely interested in spotting potential tax errors when reviewing client’s accounting system.

You love working with clients and having a direct impact on their lives, business, and financial well-being.

You are comfortable talking with your clients and presenting financial data, as well as providing them in-depth analysis on financial matters

You love being a client-facing accountant rather than behind the books crunching numbers.

You have strong CFO skills.

You love going the extra mile to put savings into your clients hands!

You are highly motivated, goal-orientated and focused.

You have excellent time management skills and ability to multi-task and prioritize work.

You have strong attention to detail, problem solving skills and high level of accuracy.

You have strong organizational and planning skills.

You have superior communication skills and written English skills.

You have excellent analytical and problem-solving skills.

Requirements

Enrolled Agent Designation or Certified Public Accounting certification
3+ Years of recent experience in tax preparation
Familiarity with IRS Regulations
Bachelor's Degree in Accounting or related field {Will consider relative experience in lieu of non-degree.)
Strong attention to detail
Strong time management skills
Ability to supervise multiple engagements simultaneously
Will consider for the right candidate 100% remote for this position
Position considered full time, 40 to 45 hours per week tax season, 32 hours per week off season {Friday's off}
Send resume, references, and salary requirements when applying

Job Information

Job ID: 69253581
Workplace Type: Hybrid
Location:
Lambertville, Michigan, United States
Toledo, Ohio, United States
Monroe, Michigan, United States
Company Name For Job: Advanced Accounting & Tax Planning
Position Title: Tax Accountant Longing for Work Life Balance
Job Function: Enrolled Agent (EA)
Job Type: Full-Time
Job Duration: Indefinite
Min Education: BA/BS/Undergraduate
Min Experience: 5-7 Years
Required Travel: 0-10%