OVERVIEWCMMS CPAs & Advisors PLLC, an ATLAS Navigators Firm, seeks an experienced
Tax Manager to join our Plainview 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 primary relationship manager for assigned clients, providing strategic guidance and ensuring exceptional customer service;
- Oversee the preparation and review of a wide range of tax returns including 1040, 1120, and 1065;
- Lead client engagements, manage workflow priorities, and oversee the allocation of work across team members
- Develop and maintain trusted clients relationships while identifying proactive tax planning, estate planning, and advisory opportunities
- Review accounting activities and financial information for assigned clients to ensure accuracy, completeness, and compliance.
- Provide technical guidance and collaborate with team members on complex tax and accounting matters
- Identify opportunities to expand client services and communicate recommendations, updates, and strategic insights effectively.
- Monitor engagement profitability through billing oversight, WIP management, and effective project execution.
- Coach, mentor, and develop team members while driving process improvement and operational efficiency
- Contribute to the growth of the firm's advisory services, strategic initiatives, and overall practice development.
SKILLS AND ABILITIES- Strong technical knowledge of federal and state tax compliance for individuals, partnerships and corporations.
- Ability to review complex tax returns and identify tax planning opportunities for clients.
- Strong client relationship management skills with the ability to serve as a trusted advisor.
- Excellent verbal and written communication skills, including the ability to explain complex tax matters to clients and team members.
- Proven ability to manage multiple client engagements, competing priorities, and deadlines simultaneously.
- Strong leadership, coaching, and team development skills.
- Advanced analytical, problem solving, and critical thinking abilities.
- Strong business judgement and ability to make sound decision in a fast-paced environment.
- Proficiency with tax and accounting software including CCH and QuickBooks Online and Desktop.
- Strong understanding of GAAP and tax-basis accounting principles.
EDUCATION AND EXPERIENCE- Bachelor's degree in Accounting, Finance, or related field
- Demonstrated progressive public accounting experience with increasing responsibility in tax preparation, tax review, client management, and staff development
- Minimum 5 years of experience in a Tax Manager or equivalent leadership role within a public accounting firm.
- Experience with CCH Axcess and QuickBooks preferred
- CPA license, CPA eligibility, or active pursuit of CPA licensure preferred.
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 DEADLINEWe accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONSMust 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.
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