eFlexervices

US Tax Manager, CPA

eFlexervices

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

SeniorLead

About the role

  • Tax Preparation & Compliance Prepare and file federal and state tax returns for individuals and businesses.
  • Utilize Intuit ProConnect Tax Software for tax preparation and filing.
  • Ensure compliance with federal, state, and local tax laws and accounting standards.
  • Stay current with relevant regulations and oversee complex compliance areas.
  • Perform regular audits to ensure accuracy and compliance.
  • Develop and implement effective tax strategies for clients.
  • Collaborate with other departments, such as bookkeeping and tax planning, to provide comprehensive financial solutions.
  • Leadership & Team Management Lead and manage a team of tax preparation professionals.
  • Set performance expectations and monitor team performance.
  • Oversee the review of tax returns prepared by tax preparers.
  • Mentor and develop staff at all levels, fostering their professional growth.
  • Report on team performance and strategic goals, contributing to organizational decision-making.
  • Client Relationship Management Act as the primary point of contact for key clients.
  • Review tax returns with clients and provide guidance.
  • Maintain effective communication with a diverse client base.
  • Identify opportunities for service expansion and client financial optimization.
  • Data Security & Confidentiality Oversee data security and confidentiality measures. Ensure accurate preparation of audit schedules and coach team members for optimal performance. Uphold the highest ethical standards in financial reporting and client interactions.

Requirements

  • CPA certification is required and must be current and licensed.
  • Bachelor’s or Master’s degree in Accounting, Finance, or a closely related field.
  • Minimum of 7+ years of progressive experience in U.S. accounting, with a significant focus on Individual & Business tax preparation and compliance.
  • Proficiency in Intuit ProConnect Tax Software is preferred but not strictly required.
  • Strong knowledge of U.S. tax regulations and relevant accounting standards is essential.
  • Pipeline Management: Ability to assign, monitor, and manage client engagements, ensuring effective capacity management and achievement of productivity goals/KPIs.
  • Final Reviewer/Quality Control: Act as the Final Reviewer for complex tax returns and financial statements, ensuring clear diagnostics, accuracy, and compliance with all Service & SLAs.
  • Process Improvement: Proven ability to take the department to the next level by identifying and implementing improvements in workflows and systems.
  • Analytical & Problem Solving: Demonstrated strong analytical, problem-solving, and decision-making abilities.
  • Proficiency in MS Excel for efficient data analysis, reporting tasks, and complex calculations.
  • Leadership & Team Development: Ability to provide excellent leadership and actively support, mentor, and develop team members to foster a high-performing environment.
  • Challenge Management: Proven ability to handle tough situations, adapt quickly, and overcome challenges through effective strategic planning.
  • Client-Facing: Possesses exceptional client communication and relationship management skills with a strong, client-first mindset.
  • Adaptability: Comfortable working independently and collaboratively in a fast-moving environment.
Benefits
  • Living Our Values: We don't just talk the talk; we walk the walk. From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace.
  • Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.
  • Flexible Work Options: Work your way! If you're outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds.
  • Wellness Matters: Recharge and refresh! Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.
  • Pathways to Success: Your journey with us is brimming with growth opportunities. We're dedicated to nurturing your career and supporting your rise through the ranks.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax preparationcomplianceauditstax strategiespipeline managementfinal reviewerprocess improvementanalytical skillsproblem solvingdata analysis
Soft skills
leadershipteam managementclient relationship managementcommunicationmentoringadaptabilitystrategic planningperformance monitoringcollaborationclient-first mindset
Certifications
CPA certification