Tax Manager, CPA

• Coordinate and plans service delivery to clients, including conducting review meetings
• Participate in the creation and development of processes and infrastructure designed to service clients
• Work directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients
• Analyze client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives
• Manage all aspects of the client relationship
• Manage and further leverages established network with current referral professionals
• Lead new client prospecting, designs presentations, and leads closing meetings
• Perform technical tax reviews and governmental tax examinations of any complexity
• Develop and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manage risk and financial performance of engagements including billings, collections and project budgets

• 6+ years recent experience in public accounting with a primary focus on tax
• Ability to supervise others
• Excellent research and writing skills
• Successful completion of the CPA exam, licensed CPA, EA, or JD
• Willingness to take "ownership" of the client
• Ability to build and retain client relationships

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals every 7 years, and Paid Parental Leave

Roling Staffing