Position Title: Tax Manager, CPA, Tax Strategist
About EthicsPro Accounting | Tax
The Problem
- Individuals and businesses are overpaying in taxes by filing returns that don’t reflect their facts & circumstances.
- Individuals and businesses can make smarter tax decisions and save money on taxes if they know applicable strategies to their situation and implement them.
The Solution
In combining our accounting and tax industry knowledge, we are focusing on the providing the following solutions:
- Knowledge - Help users discover and implement strategies that are applicable to their facts and circumstances to save money on taxes.
- Accuracy - Give individuals and businesses an accurate calculation of how much tax they owe based on their facts and circumstances.
- Speed - Make the experience incredible by helping individuals and businesses obtain the most savings possible, based on their specific needs applicable to their situation, today.
The Stakeholders
- Small Business Owners - Today, our customer base is made up of hundreds of hard working business owners who are looking to get additional help navigating the complexity of taxes as they continue to scale their businesses.
- High Net Worth Individuals - We also help our clients who may not necessarily own a business but want to find was to growth their wealth and understand how to properly navigate their taxes
- Our Team Members - We have over 5 full-time team members who we need to keep up to date on all tax legislation changes and provide helpful insight to our clients.
Role Overview
EthicsPro Accounting | Tax is looking for an experienced Tax Manager to join our fast-growing professional services remote team!
Our firm services hundreds of small business owners and high net worth individuals across multiple advisory offerings including Tax Planning, Tax Implementation, and Chief Financial Officer services. Unlike most tax firms focused on compliance, EthicsPro Accounting | Tax helps our clients proactively implement strategies that save them money on taxes and help build a stronger financial future.
Interested in learning more about what you will do here? Keep reading!
And of course, if you have any questions along the way, feel free to contact us at info@ethicspro.net.
What You’ll Do
- As a tax manager, you will work with clients face to face on a regular basis. As you work with clients you review their tax position, advise them on strategies, and help them qualify, substantiate, implement, and leverage recommended strategies.
- As a tax manager, you will work with the tax manager that oversees the tax department.
- As an equal team member, you will guide, direct the tax team in improving tax return efficiency, implementation and running an efficient tax department. Your goal will be to adopt current processes and procedures and improve upon them.
- You will review tax returns ensuring tax strategies have been applied properly.
- As a tax planning advisor you will help walk clients through different strategies that may help them make smarter tax and financial decisions.
- Review year end tax returns for small business clients and high net worth individuals.
- Prepare and present tax planning kickoff calls, implementation calls and quarterly calls engaging the clients with their tax questions throughout the year.
- Record tax entries within client’s accounting system and spot potential tax errors
- Run from start to finish a tax planning engagement from the initial kickoff meeting to the presenting of the strategies and identification of implementation strategies.
- Maintain training materials for internal tax staff to help train to become tax planning advisors.
- Keep up to date with latest tax legislation changes and IRS pronouncements as they become available.
- Spend time researching strategies that may apply to clients to help keep up to date with the evolving tax industry.
- You will work with the tax team, implement change, and establish efficient processes and procedures.
What You Need to Get the Job Done
- 7+ years of working in public accounting on taxes for individuals and small businesses owners
- 4+ years of people management experience
- Must be a licensed CPA
- Strong problem solving and interpersonal communication skills
- Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
- Advanced Excel skills
- Willingness and ability to learn new tools and technologies quickly.
- Ability to make decisions on complex challenges based on sound judgment and outside-of-the-box thinking.
- Maintain ego-free environment to help focus on solving the problem and developing solutions that will work for the long term.
- Ability to work on multiple projects at once, while meeting or exceeding tight deadlines.
What You'll Love About Us
Some key things our team understands:
One of our core values is radical transparency. We will say exactly what we are thinking and expect you to do the same.
- We expect you to take it in as constructive feedback, not personal
- No such thing as “it’s not my job”
- Need to be bought into our mission to push through the difficult parts of the position
- You need to be able to jump in and get your hands dirty. And be willing to analyze at the detailed and high level to determine what is the big domino that if we fix it, it will knock down a majority of the issue.
- You need to love helping people, thinking outside the box, going the extra mile.
You need to have
- Have a passion for working with small businesses. You are committed to finding the best solutions to the problems to keep costs low and quality high; so that our clients can keep their focus on what really matters - THEIR MISSION.
- Passion for developing people and creating a culture of respect and hard work. You refuse to accept someone not pulling their weight on the team or failing to deliver their best to our clients.
- Enjoy working with clients. You refuse to be bitter with clients and their requests because you recognize they have problems and they hire US to find the solutions.
- You are okay with requesting and discussing financial information with clients.
- You don't have to know everything you are going to be assigned. You do have to be committed to researching, being resourceful, asking questions, and anything else to FIND THE ANSWER.
- You need to value generosity and be willing to put in whatever it takes to get the job done.
We are HYPER dedicated to serving our clients and provide as much value as we can, and if you’re ready to change the lives of small business owners, THIS is the role for you.
This is a remote or in-office role so you will have a high level of autonomy to crush your goals. We have very clear expectations so you will know where you stand at all times.
If you’ve got passion and enthusiasm for helping people navigate the complexity of the tax world and a desire to come to a fast-growing professional services company to make an impact, we’ve got the perfect opportunity for you!
We won't be changing our minds and going back to the office. Team members want flexibility, balance, and the freedom to work from anywhere, and we fully support that.
Here are a few other perks you will receive in joining our team:
- Generous PTO Package
- Paid Health Insurance
- Paid Parental Leave
- Awesome Co-Workers!
An Equal Opportunity Employer--M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.
Job Type: Full-time
Pay: From $100,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Work from home
Experience level:
Schedule:
Experience:
- Tax experience: 7 years (Required)
License/Certification:
Work Location: Remote