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Tax Manager

Company: Elliott CPA Group Inc.
Location: Santa Rosa
Posted on: January 12, 2022

Job Description:

Elliott CPA Group Inc. located in downtown Santa Rosa is currently seeking a dynamic and motivated Tax Manager who enjoys working in a Team environment. Our Team provides innovative and effective tax, financial, and accounting guidance for small to midsize businesses, entrepreneurs and high net worth individuals. Our clientele is made up of very high-quality and high-income individuals that rival those of many larger firms. We pride ourselves in offering our Team the opportunity to work in a professional environment with a balance between personal and professional responsibilities. We have a self-directed culture based on accountability and working together in order to achieve shared success.

We're searching for that unique individual who is confident, consistently motivated to grow and improve, and is genuinely a Team player who will play a vital role in our Team's continued growth and excellence. Our team is dedicated to work life balance in a family oriented workplace. We value service to others and commitment to personal and professional development. We are currently a team of 10 but have an opportunity to grow and are looking for people that can take us to 20 and 30 employees in the next 2 years.

We are looking for the right person to join our team who can perform the following duties:
Review federal and state income tax returns for individuals, corporations, partnerships, and not for profit organizations
Develop and maintain client relationships by conducting meetings/calls to consult with them on tax, business and personal financial situations
Manage the workflow of multiple clients, projects, and productivity
Mentor and manage staff development and performance
Maintain up-to-date tax knowledge necessary to service complex business issues and high net worth individuals

Our ideal candidate must possess and demonstrate the following critical success behaviors:
Exemplifies utmost honesty and integrity
100% organized, structured and self-disciplined
Outgoing and confident yet humble, maintains a positive attitude
Thorough and detail oriented
Excellent communication skills, active listener, problem solver
Strong tax technical skills (Trust/Estate/Entity return preparation, multi-entity planning strategy)
Highly motivated self-starter with ability to self-manage
Technologically proficient
Takes pride in getting the job done correctly and completely

Minimum qualifications for this position are:
Active CPA license
5 Years of public accounting/industry experience in federal income tax planning and compliance, with 2 of those years including experience in training of staff and management of client engagements
Knowledge of Lacerte tax and/or Checkpoint research software is preferred but not required
Knowledge of QuickBooks is extremely helpful

Ideally, this is a full-time, salary position with generous compensation based on experience. Full time benefits include health, dental and disability insurance, 401k matching and profit sharing, firm provided CPE, parking, CPA license dues, and unlimited PTO. Flex schedule potential for the right candidate to work reduced/modified hours outside of busy season(s). -Bonus opportunity based on longevity with firm.

Keywords: Elliott CPA Group Inc., Santa Rosa , Tax Manager, Accounting, Auditing , Santa Rosa, California

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