Tax Manager

Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. We are currently working with a well-established and growing public accounting firm in Georgetown, Texas that is seeking an experienced Tax Manager to join their team. This position is onsite in Georgetown, Texas with relocation assistance negotiable.

What's the role?

Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work are produced and delivered to clients within expected timelines. This includes:

• Preparing payroll, tax, and business records and reports.
• Preparing and reviewing corporate and individual tax returns.
• Building new and strengthening existing client relationships; demonstrating basic knowledge of clients' businesses.
• Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.

What experience and skills do I need to be successful?

• Bachelor's degree in accounting, finance, or a related field plus Enrolled Agent (EA) at minimum, CPA and additional certification(s) preferred.
• 8 years or more of experience.
• Experience within the construction industry, preferred.
• Advanced knowledge of taxation, U.S. GAAP, U.S. GAAS, SSARS (as applicable to Focus Area).
• Adheres to the policies, procedures, and processes of the Firm and holds direct reports responsible for doing the same.
• Able to review and consult on complex transactions.
• Able to teach/coach team members.
• Cultivates role as primary contact for client.
• Excellent supervisory and delegation skills demonstrated through direct reports meeting performance metrics.
• Project management by coordinating internal and external resources to meet client care expectations.
• Effectively oversees multiple engagement concurrently.
• Has a basic understanding of the business aspects of a public accounting firm.
• Recognizes opportunities to provide additional services to current clients and demonstrates ability to cross-sell services.

Compensation

Salary Range: $115,000/yr - $130,000/yr (based on experience and past performance)

Additional Compensation Opportunities:

• Retention Incentive Compensation Plan (paid at Years 1, 5, 10, 15, and 20)
• Employee Referral Bonus (ranging from $2500 to $10k)
• Quarterly Team Production Incentive Bonus Program
• Individual Spot-Bonus Available

Great Perks and Benefits

Some major perks this firm offers include long-term job stability, strong work-life balance, and significant opportunity for career growth. Benefits include:

• 100% company-paid medical coverage for employee.

• 100% company paid long term disability & life insurance plan

• Dental and vision insurance.

• Section 125 Plan.

• 401(k) with profit sharing (100% match on first 3%, 50% match up to 5%).

• Discretionary annual profit-sharing contribution to 401(k).

• Four weeks of vacation per year (pro-rated upon hire); five weeks at 5 years.

• PTO accrual totaling 12 days annually.

• Flex time for personal appointments.

• Professional dues paid (CPA, EA, CCIFP, TXCPA, AICPA, etc.).

• Paid continuing education and certification reimbursement.

• Hybrid work option based on role and season.

Firm Culture & Values

This firm believes in building an engaged team of professionals who provide exemplary care to clients and their communities. Their mission is to deliver financial solutions that empower clients to win at the game of business.

Core values include:

• Attitude of Gratitude: Positive mindset, appreciation, and graciousness.

• Empower: Coach to independence, problem solve, and take initiative.

• Serve: Be accountable, reliable, and team-oriented.

• Personably Professional: Humbly confident, polished, and committed to creating raving fans.

What will my schedule look like?

You'll experience busier weeks during peak season, with more balanced hours the remainder of the year.

So how can I be considered for this opportunity?

The first step is applying with your resume. Qualified candidates will complete a phone screening, followed by interviews with the firm's leadership team.