Jobot
Tax Manager- Remote
Job Location
Cloverdale, TN, United States
Job Description
Calling all Tax Managers who want to work remote
This Jobot Job is hosted by: Mordy Ornguze
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $100,000 - $130,000 per year
A bit about us:
We are a group of dedicated CPA's, accountants, and financial professionals who specialize in the dental industry and we are looking to add a remote Tax Manager to our team.
Why join us?
Benefits:
50% of individual health insurance company paid with HSA available
100% of vision insurance
Unlimited PTO
STD/LTD insurance paid
Up to a 4% match on 401k
Computer equipment provided
Flexible work hours
Fully virtual/remote position
Payment for Becker CPA review if needing it
CPE and CPA licensure paid
Bonus Potential of up to 10-20% Starting Salary
Job Details
This position requires 5-7 years of progressive experience in public accounting and taxes. Having a CPA license is expected as well.
Goals for the Tax Manager Position:
To further develop income tax review skills.
To build a relationship with the client that is based on our trust and expertise.
To continue to learn new ways in which we can help clients better prepare for their tax situation.
To learn of changes in our client's situations before they happen so that we can proactively change their tax planning when needed.
To timely deliver all client facing products.
Throughout the year:
Answering questions from the client in relation to their tax plans.
Seek out and review potential new tax strategies for our clients to implement in their practice.
Setup processes to remind clients of important deadlines that may be client specific.
Train and assist tax services in developing their income tax skills.
Conduct tax interviews when onboarding new clients.
During Tax Season:
Assign clients to tax services for completion.
Send tax organizers to clients and make sure tax services have been introduced to the client to conduct a tax organizer session.
Assist tax services in understanding documents needed for building tax files.
Review tax returns prepared by tax services including preparing review notes and training tax services.
Send tax returns to clients for review and final signature.
Submit signed returns for processing.
(If needed) Conduct a meeting with the client going over the tax return results. This can be done over a recorded video as well.
Post Tax Season:
Review client's tax plans that were updated by tax services.
Preparing/reviewing extended individual tax returns.
Preparing/reviewing extended business tax returns.
Mid-Year, 3rd Quarter, and 4th Quarter:
Review projection for client and send to the client. (See example of projection)
Ask client for any updates to their tax situation.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Location: Cloverdale, TN, US
Posted Date: 9/27/2024
This Jobot Job is hosted by: Mordy Ornguze
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $100,000 - $130,000 per year
A bit about us:
We are a group of dedicated CPA's, accountants, and financial professionals who specialize in the dental industry and we are looking to add a remote Tax Manager to our team.
Why join us?
Benefits:
50% of individual health insurance company paid with HSA available
100% of vision insurance
Unlimited PTO
STD/LTD insurance paid
Up to a 4% match on 401k
Computer equipment provided
Flexible work hours
Fully virtual/remote position
Payment for Becker CPA review if needing it
CPE and CPA licensure paid
Bonus Potential of up to 10-20% Starting Salary
Job Details
This position requires 5-7 years of progressive experience in public accounting and taxes. Having a CPA license is expected as well.
Goals for the Tax Manager Position:
To further develop income tax review skills.
To build a relationship with the client that is based on our trust and expertise.
To continue to learn new ways in which we can help clients better prepare for their tax situation.
To learn of changes in our client's situations before they happen so that we can proactively change their tax planning when needed.
To timely deliver all client facing products.
Throughout the year:
Answering questions from the client in relation to their tax plans.
Seek out and review potential new tax strategies for our clients to implement in their practice.
Setup processes to remind clients of important deadlines that may be client specific.
Train and assist tax services in developing their income tax skills.
Conduct tax interviews when onboarding new clients.
During Tax Season:
Assign clients to tax services for completion.
Send tax organizers to clients and make sure tax services have been introduced to the client to conduct a tax organizer session.
Assist tax services in understanding documents needed for building tax files.
Review tax returns prepared by tax services including preparing review notes and training tax services.
Send tax returns to clients for review and final signature.
Submit signed returns for processing.
(If needed) Conduct a meeting with the client going over the tax return results. This can be done over a recorded video as well.
Post Tax Season:
Review client's tax plans that were updated by tax services.
Preparing/reviewing extended individual tax returns.
Preparing/reviewing extended business tax returns.
Mid-Year, 3rd Quarter, and 4th Quarter:
Review projection for client and send to the client. (See example of projection)
Ask client for any updates to their tax situation.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Location: Cloverdale, TN, US
Posted Date: 9/27/2024
Contact Information
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