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Wealth Management Tax Advisor (CPA)

Company: Cameron Craig Group
Location: Franklin
Posted on: January 5, 2022

Job Description:

Title: Tax Manager
Location: Greater Nashville area

About our Client:

  • A specialized consulting firm focused on helping business owners pursue continued success by helping them see the multiple angles of each strategic decision with a focus on proven strategies to reduce taxes, increase cash flow, and reduce risks.
  • Its mission: to empower individuals and businesses to make bold decisions courageously, grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
  • They are dedicated to building genuine relationships with clients and tailoring plans and strategies to their unique individual needs.

    Your Role as the Tax Manager:

    The ideal Tax Manager is committed to being a life-long learner and a trusted advisor for their clients, both internal and external. He/she is Humble, Hungry, and Smart > desiring to plant a seed and build a future on the firm's solid foundation and ethics.

    Key Duties and Responsibilities

    • Provide and manage excellent customer service
    • Be aware of the client's journey
    • Be aware of the client's challenges
    • Lead in the development and implementation of tax processing procedures
    • Lead in the development and implementation of project management processes and tools
    • Coordinate with IT administrator in applying technical and software needs as related to accounting/tax processes and project management
    • Coordinate with Tax administrator regarding filing deadlines and project assignments
    • Coordinate with Firm Administrator/Controller with staff and invoicing issues
    • Evaluate annual renewal of accounting and tax applications
    • Research new software applications as needed
    • Participate in staff recruiting efforts and interview of applicants
    • Assist with staff development and annual tax staff evaluations
    • Assist partners with new business development and merger/acquisition planning as required
    • Direct/delegate projects to staff that can handle them most efficiently.
    • Review accounting and tax projects
    • Sign tax returns
    • Supervise staff and seniors assigned to projects and manage time and project completion within budget
    • Provide accounting and tax research and documentation as needed
    • Identify problems, propose and implement solutions to firm related matters
    • Prepare level 4 accounting and tax engagements
    • Research and resolve IRS notices and examinations
    • Develop ways to improve utilization, realization and efficiency in firm
    • Maintain and improve accounting and tax processing procedures as applicable
    • Prepare invoices for clients as needed
    • Assist with collections as needed
    • Meet utilization and realization standards personally and for managed client relationships
    • Mentor and train other staff members by providing guidance and serving as a professional role model
    • Proactively interact with clients to gather information, resolve problems, and make recommendations for business and process improvements
    • Evaluate staff and participate in annual reviews
    • Monitor compliance with firm quality control procedures
    • Coordinate with partners regarding staff and firm matters
    • Develop new client relationships
    • Evolve existing client relationships
    • Available to work during normal business hours
    • Ability and willingness to work overtime, after hours and/or weekends as needed to meet business demands with prior manager approval
    • Adhere to all firm policies
    • Promote and demonstrate a sound understanding of firm purpose, brand promise and core values
    • Complete special projects as required

      Technical Skills:

      • Advanced knowledge of tax laws
      • Expert ability to apply tax knowledge to client problems
      • Able to read and understand technical forms and financial reports
      • Proficiency with research tools
      • Sound understanding of business of accounting rather than practice of accounting
      • Strong understanding of all firm services
      • Strong understanding of firm's marketing plan and practice

        Background Profile for the Tax Manager:

        • CPA License current and in good standing
        • 7+ or more years of related experience
        • Demonstrated ability to plan and organize projects
        • Proficiency in CS Professional Suite and Microsoft Office Suite

          Personal Trait Profile:

          • Manage multiple projects simultaneously
          • Work independently without close supervision
          • Possess analytical and problem-solving skills
          • Have professional written and oral communication skills
          • Be conscientious, reliable, cooperative, professional, and courteous
          • Establish and maintain effective working relationships
          • Develop existing client relationships and provide exceptional service
          • Develop new client relationships
          • Exhibit a positive attitude and approach
          • Demonstrate supervisory abilities
          • Lead by example
          • Be the trusted advisor to the client
          • Acute attention to detail
          • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm

Keywords: Cameron Craig Group, Franklin , Wealth Management Tax Advisor (CPA), Executive , Franklin, Tennessee

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