Tax Manager

Our firm is based in Meridian Idaho the perfect blend of smalltown charm and bigcity amenities. Nestled in the heart of the Treasure Valley Meridian offers a vibrant community with something for everyone. Meridian offers pristine parks toprated schools and a thriving local economy that's attracting families and businesses alike.

Who We Are

We have been serving the CPA needs of the Treasure Valley as well as remote clients for over 15 years. We help our clients in managing any aspect of their home or businesses taxes. We provide our clients with financial empowerment through education tools knowledge and key skills to help them master their finances. Our mission is to provide our clients with financial empowerment through education and accurate innovative service. Our firm is dedicated to providing outstanding service to our clients through our three core values: professionalism responsiveness and integrity.

Flex Time

Our firm has the advantage of working less hours annually than typical larger firms. This role will be based on a maximum of 2100 working hours annually. This can be scaled down based on the ideal candidate's preference and business needs. Advancement and rewards are not based on the maximum hours you work but the value and quality of your work.

Position

The Tax Manager is responsible for managing multiple client tax returns and delivering high quality tax services for our clients. This role will provide an opportunity to work directly with individuals and business owners on taxrelated issues. The role is also responsible for various procedures that ensure timely quality services and deadline completion. Our firm has a paperless system in place for tax projects and familiarity with electronic systems for tax preparation project management and document storage is important to this position’s success.

What You Get to Do

• Interview clients in order to prepare and review complex tax returns for individuals businesses nonprofits trusts and estates.
• Manage multiple client tax engagements and in depth tax planning.
• Build new and cultivate existing client relationships
• Conduct tax research and be educated on uptodate provisions.
• Review and evaluate staff work.
• Coordinate with other departments to ensure clients’ accounting needs are being met.

The Ideal Candidate Must Have

• Bachelor’s degree in accounting.
• Certified Public Accountant (CPA) certificate.
• At least 5 years of highlevel tax experience (preferably as a Tax Manager).
• Prior experience preparing and managing multiple individual and business tax returns.
• Prior experience with Tax Software programs (CCH ProSystem fx or CCH Axcess preferred).
• Proficiency and ability to keep within time budgets.

The Soft Skills We Seek

• Excellent timemanagement skills and ability to multitask.
• Ability to organize work and projects prioritize and meet deadlines.
• Outstanding communications skills both oral and written.
• Strong teamwork skills and the ability to follow directions.
• Strong attention to details.
• Focused hardworking and selfmotivated.
• Open to feedback and learning new skills.
• Willing to mentor others and share their knowledge.

The Total Package

• $80000 $95000/year.
• Incentive bonus.
• Medical plans.
• Simple IRA retirement plan.
• Health savings account (HSA).
• Paid continual education.
• CPA license renewal.
• Six paid holidays.
• Paid time off.
• Fridays off (April December).
• Flexibility with work schedule (Hybrid).

Other Perks

• Annual employee & family summer events and holiday parties.
• Annual team building events and gifts of appreciation.
• Catered meals and happy hours.

The Interview Process

• Initial Contact: After reviewing your application we may reach out to clarify some details from your application or resume. We will then schedule a phone call to discuss your background experience and interest in the position.
• Phone Interview: You'll meet with our recruiter to dive deeper into your skills qualifications and alignment with our company culture. This interview focuses on understanding your professional achievements and career aspirations.
• Video Interview/InPerson: Depending on the role you may be invited for a second interview. This stage typically involves meeting with key stakeholders or team members to assess your fit within the team and gather additional insights.

Throughout the entire interviewing process we value open communication and aim to provide timely updates on your application status. We appreciate your interest in joining our firm in Meridian Idaho and look forward to potentially welcoming you to our team!