CPA, Tax Manager
Edge Staffing
full-time
Posted on:
Location Type: Hybrid
Location: New Orleans • Louisiana • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
ERP
About the role
- Act as the main point of contact for client communications, demonstrating professionalism and expertise in all interactions.
- Help clients solve their problems, fully understand their needs and provide written solutions outlining timelines and costs. This includes tax planning and financial strategies.
- Regularly engage and collaborate with top clients and company's project manager to actively identify opportunities for increased engagement, address needs and provide updates.
- Deliver exceptional customer service with a positive, forward-thinking attitude, seeking creative and dynamic solutions.
- Conduct tax research and provide guidance on complex tax issues.
- Prepare and review tax returns for individuals, corporations, partnerships, and trusts.
- Ensure compliance with regulatory reporting requirements and stay up to date on tax laws and regulations.
- Review technical work — tax returns and projects — to make sure they meet Company's intended results and resolve any outstanding issues.
- Effectively overseeing client projects for timely and effective execution that is on budget, ensuring stakeholder confidence, active involvement, and informed decision-making.
- Coordinate work assigned and explained, and work with team to resolve issues as they arise. The team trusts you and feels supported.
- Effectively manage and evaluate staff, utilizing unique problem-solving abilities to resolve client and team issues effectively.
- Revisit/update client scope and budgets. If there are any changes in orders, bring them to the Executive team as needed to re-evaluate and update.
- Partner closely with Company's Principal, to ensure the company’s vision and strategic goals are implemented.
Requirements
- - Bachelor’s degree in accounting or related field
- - 3-5 years of tax and/or public accounting experience
- - **CPA REQUIRED**
- - Can effectively manage and evaluate staff
- - Are a great team player
- - Possess excellent verbal and written communications skills
- - Strong knowledge of tax laws and regulations
- - Proficiency in financial software such as CCH, Practice ERP, Sage, QuickBooks, or similar programs
- - Relish devising creative solutions to meet clients’ needs
- - Proactively identifying additional opportunities for engagement with existing clients
- - Can take an engagement from the initial planning stages through supervising team members’ work to the engagement’s completion
- - Recognize and report on internal Company opportunities as they arise
- - Excellent analytical and problem-solving skills
- - Strong attention to detail and accuracy
- - Have a passion for meaningful interaction with others – both clients and fellow team members
- - Are extremely customer service oriented
- You must be legally authorized to work in the United States and are willing to undergo a background check, in accordance with local law/regulations.
Benefits
- Our client offers an exciting opportunity to contribute to the company's success and work alongside a dedicated team of professionals. They won’t expect or ask you to work overtime, evenings or weekends, and they provide a genuine, collaborative, and positive work environment. If you are a motivated and an experienced CPA with a passion for leadership and client service, send along your resume and salary requirements.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax planningfinancial strategiestax researchtax returnsregulatory reportingtax lawsanalytical skillsproblem-solving skillsattention to detailbudget management
Soft skills
client communicationcustomer serviceteam playercreativityproactive engagementstaff managementprofessionalismcollaborationpositive attitudeleadership
Certifications
CPA