Tax Senior/Manager

WellsColeman

$80K — $110K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of public accounting experience, specifically in tax preparation.
  • Licensed Certified Public Accountant (CPA) certification required.
  • Proficiency in Thomson Reuters software suite and QuickBooks (desktop and online).
  • Strong organizational skills with the ability to manage multiple projects independently.
  • Excellent verbal and written communication skills with a focus on client engagement.

Responsibilities

  • Prepare and review individual, corporate, and partnership tax returns.
  • Ensure compliance with federal, state, and local tax regulations.
  • Provide proactive tax planning strategies to minimize client liabilities.
  • Develop and maintain strong relationships with clients, acting as the primary point of contact.
  • Mentor and evaluate staff accountants and interns, ensuring quality work.
  • Identify and resolve operational issues that may affect engagement quality.
  • Share best practices and time-saving techniques with team members.

Benefits

  • Comprehensive benefits package including medical, dental, and vision insurance.
  • Generous paid time off and paid holidays.
  • Flexible work arrangements to promote work-life balance.
  • 'Dress for your day' policy for a relaxed work environment.
  • Engaging firm activities and family events to foster team spirit.
  • Ongoing coaching and mentorship opportunities.
  • Support for continuing education to enhance professional growth.
Full Job Description


Summary of the Role

We are seeking a Tax Senior/Manager with 5+ years of public accounting experience to work on-site in our Richmond office. The ideal candidate will have a strong technical background in tax, excellent client service skills, and the ability to independently manage multiple projects. We offer a superior work environment, including an open-door atmosphere, unlimited growth opportunities and limited travel.

Key Responsibilities

Tax Preparation and Review:
  • Prepare and review individual, corporate, and partnership tax returns.
  • Ensure compliance with federal, state, and local tax regulations.
  • Conduct detailed reviews of tax returns prepared by staff accountants.


Tax Planning and Advisory:
  • Provide tax planning strategies to clients to minimize tax liabilities.
  • Advise clients on tax implications of business decisions.
  • Stay updated on changes in tax laws and regulations and communicate their impact to clients.


Client Management:
  • Develop and maintain strong client relationships.
  • Serve as a primary point of contact for client inquiries and concerns.
  • Communicate proactively, clearly and effectively with clients to understand their needs and provide appropriate solutions.
  • Understands engagement/project profitability and effectively communicates status/issues


Team Leadership and Development:
  • Mentor, train, evaluate and provide feedback to staff accountants and interns.
  • Delegate tasks effectively and ensure the completion of high-quality work.
  • Provide regular feedback and conduct performance evaluations.


Operational and Technical Excellence:
  • Manage multiple projects and deadlines independently and efficiently.
  • Act as "champion" in either technology area and/or specialized technical knowledge area.
  • Identify and resolve issues that may impact engagement quality or efficiency.
  • Share best practices and time-saving techniques with team members.

Requirements

Qualifications

Experience
  • At least 5+ years of current experience in public accounting required, with a focus on Tax Preparation.
  • Licensed Certified Public Accountant (CPA) required.
  • Proficiency in Thomson Reuters software suite, QuickBooks (desktop and online) and Excel preferred.


Skills and Abilities
  • Proactive, clear and effective communication (both written and oral).
  • Ability to adapt to new technology and stay current with changes.
  • Ability to work in a fast-paced environment in order to meet multiple deadlines.
  • Strong organizational skills with the ability to independently manage multiple projects.
  • Ability to work independently and prioritize tasks effectively.
  • Detail-oriented with a commitment to quality.
  • Excellent verbal and written communication skills.
  • Demonstrate flexibility, teamwork and a positive attitude.

Benefits
  • Comprehensive benefits package, including health insurance (medical, dental and vision), long-term disability and retirement plan benefits
  • Generous paid time off plan and paid holidays
  • Dress for your day policy
  • Flexible work arrangements
  • Fun firm activities and family events
  • Coaching/mentorship
  • Continuing education

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