Tax Manager

ATLAS Navigators LLC

$75K — $95K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance
  • 5+ years of experience in a similar tax role
  • CPA credential is highly desirable
  • Experience in a public accounting firm
  • Proficiency in Quickbooks Online and Desktop

Responsibilities

  • Serve as the lead for assigned client relationships
  • Prepare and review a variety of tax returns including 1040 and 1065
  • Manage office workflows and client project assignments
  • Collaborate on various tax and accounting projects
  • Develop proactive client relationships for tax and estate planning
  • Train and mentor team members and promote process improvement
  • Participate in client meetings and occasional same-day travel

Benefits

  • Medical, Dental, and Vision insurance
  • 401(k) with company matching
  • Flexible PTO with sick time
  • Development and Incentive Programs
  • Company Wellness Program
Full Job Description
OVERVIEW
CMMS CPAs & Advisors PLLC, an ATLAS Navigators Firm, seeks an experienced Tax Manager to join our Lubbock team! This is an exciting opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple states. The Tax Manager will serve as a trusted advisor to clients while also leading internal team members and helping shape the future of our practice. If you're a strategic thinker with a passion for leadership and client service, we'd love to hear from you.

***Relocation Assistance Available***

MAJOR RESPONSIBILITIES
  • Serve as the lead for assigned client relationships and manage ongoing communication;
  • Prepare and review a wide range of tax returns, including 1040, 11120, and 1065;
  • Manage client projects, office workflows, and internal team assignments;
  • Support and collaborate with the team on various tax and accounting projects;
  • Develop and maintain strong client relationships, including proactive tax and estate planning;
  • Prepare and review accounting activities for assigned clients;
  • Identify additional client service needs and communicate updates effectively;
  • Actively contribute to ATLAS advisory service offerings and initiatives;
  • Participate in billing, WIP analysis, and firm programs such as the Coaching Program;
  • Maintain confidentiality of sensitive information;
  • Train and mentor team members and promote process improvement;
  • Attend occasional same-day travel to client offices and meetings;
  • Extended hours may be required during tax season;
  • Other duties as assigned;
KNOWLEDGE, SKILLS, AND ABILITIES
  • Highly detail-oriented, accurate, and organized;
  • Strong client service skills and relationship management experience;
  • Excellent communication skills, both written and verbal;
  • Able to prioritize tasks and manage multiple deadlines;
  • Effective Team leader and collaborator;
  • Strong active-listening and problem-solving skills;
  • Proficiency in Quickbooks Online and Desktop
  • Working knowledge of GAAP and Tax Basis Accounting (Cash and Accrual methods)
  • Strong sense of initiative and ability to guide others through changing priorities;
  • Experience with CCH platform
EDUCATION AND EXPERIENCE
  • Bachelor's degree in Accounting or Finance;
  • CPA is highly desirable;
  • Experience in a public accounting firm
  • 5+ years of experience in a similar tax role;
COMPENSATION & BENEFITS:
  • Medical, Dental, and Vision;
  • GAP Benefits;
  • Supplemental Benefits;
  • Life & AD&D Insurance;
  • Short & Long-term Disability Plans;
  • 401(k) with company matching;
  • Bonius Structure;
  • Flexible PTO with sick time;
  • Incentive Program
  • Development Program
  • Company Wellness Program;
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.

WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computers, office equipment, telephones, etc.Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.

#LI-Onsite

Texting Privacy Policy and Information:
  • Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
  • No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
  • Message frequency will vary depending on the application process.
  • Msg & data rates may apply.
  • OPT out at any time by texting "Stop".

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