Join Our Team

In addition to managing client accounts, a Senior Tax Manager manages the Company, its employees,
and its procedures and policies. They make sure that the firm grows and thrives.

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Skills & Qualifications include:

• Mastery of Tax Manager Skills

• CPA

• Active Member of at least one professional body that accommodates tax experts

• 7-10 years experience

• Leadership skills

​The Tax Manager has mastered the role of Senior Tax Accountant and manages all current and potential matters for their assigned clients with minimal oversight or review. One can only become a Tax Manager after he or she has a demonstrated a long history of performing the duties of Senior Tax Accountant while suffering very very few mistakes or lapses in judgement. The Tax Manager is the face of the firm to their assigned clients and can bind the firm in routine client matters with minimal input from their superiors.

A Tax Manager is a relied-upon-professional and enjoys the confidence of their clients without fail. Clients don’t second-guess what a Tax Manager says. A Tax Manager has all of the skills to independently “go out on their own” and make a living if they choose to, yet will stay with the Company in order to take advantage of the synergies of the firm’s employees and processes to grow the Company’s profit, reputation, and prestige while always striving to improve upon their knowledge of the subject matter over which they preside

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Skills & Qualifications include:

• Mastery of Senior Tax Accountant Skills

​A Senior Tax Accountant performs the same duties as a Staff Tax Accountant but at a higher level, taking on more complex engagements and utilizing knowledge to consult.
 

Skills & Qualifications include:

• Mastery of Staff Tax Accountant skills

• Problem Solving Skills

• Experience at all levels of tax compliance and notice resolution

• Professional skills, self-starter, proactive, meet tight deadlines, multi-tasking skills, highly organized

​A Staff Tax Accountant, or Staff Tax CPA, is a finance professional primarily responsible for helping individuals and organizations file their tax returns and meet other tax legal deadlines and requirements. In order to help individuals and organizations do this, a Staff Tax Accountant must master the duties of Bookkeeper and also understand all facets of the payroll process (wages and withholding requirements)

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Skills & Qualifications include:​

• Time Management skills

• Good Communication skills

• Numeracy

• Attention to detail

• Curiosity

• Well-organized

• Knowledge and willingness to learn

​A bookkeeper's most important duty is to track and manage financial data. Bookkeepers don’t interpret financial data, which is a responsibility for accountants, so they focus less on analysis and more on creating and maintaining accurate historical records.

 

Skills & Qualifications include:

• Integrity

• Adaptability

• Communication, negotiation and relationship building skills

• Organization and teamwork skills

• IT skills and knowledgeable of accounting software

• Problem solving skills

• Flexibility

• Documentation: able to leave a trail of what you did so others can follow and replicate/review