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Tax Manager, Remote

Company: Topel Forman LLC
Location: San Diego
Posted on: November 26, 2022

Job Description:

At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. Rather than operating solely within your own department, you can expect to work directly with clients, senior level management, and Partners with knowledge of various disciplines. A proactive, hands-on approach to our clients gives you the opportunity to grow your expertise and advance in your career. Flexible hours and a family-oriented culture promote the balance between professional development and an enjoyable family life. Our Michigan Avenue office is situated in the heart of the Magnificent Mile, steps away from public transit, restaurants, cultural opportunities and more. We offer a competitive salary, bonuses and benefits.
Desired Skills and Experience We are looking for experienced Tax Managers to join our team. These team members are those who want to work limited hours off-season and have the capability to work additional hours to review returns, especially in March/April and September/October. This work would be done remotely 95% of the time; coming to our offices 1-2 times per month. Using cloud-based systems, this person will responsible for reviewing entity and individual returns. Work with us to create your ideal schedule!
Responsibilities

  • Additional responsibilities not listed above may be expected as needed
  • Assist with business development and firm marketing initiatives
  • Develop and maintain an excellent working relationship with all levels of client staff to add value internally and strengthen client relationships
  • Excellent project management, organizational and analytical skills
  • Identify and communicate tax and accounting issues to staff, as well as managers and partners
  • Mentor, develop and retain staff through active participation in the firm mentoring program
  • Prepares and reviews a variety of tax returns, including individual, trust, gift, estate and/or not-for-profit tax returns
  • Proficiency with computerized tax software (CCH Axcess preferred); MS Office, specifically Word and Excel; and a working knowledge of QuickBooks
  • Proficient user of technology to work and collaborate from a remote office
  • Research tax issues and legislation and exercise professional judgment with respect to issue identification to develop solutions to tax issues in returns
    Personal Work Characteristics
    • Accountability: Meets established expectations; takes responsibility for achieving quality, sound, and timely results; encourages others to do the same.
    • Analytical and Problem Solving: Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
    • Commitment to Excellence in Client Service: Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs.
    • Executes for Results: Effectively leverages resources to create exceptional outcomes in a timely manner, embraces change and constructively resolves barriers and constraints.
    • Time Management: Able to balance multiple priorities and complete assignments within time constraints and deadlines; asks for timely direction when necessary.
      Requirements
      • Bachelor's degree in accounting or finance, CPA preferred
      • Minimum of 5 to 8 years of recent, relevant experience
      • Big 4 or Regional Firm experience preferred
      • Knowledge of tax software and MS Office
      • Ability to provide exceptional client service as well as develop trusted client relationships
      • Strong leadership and personnel management skills
        Benefits
        • 35 hour work week during non-busy season
        • Competitive salary with annual merit increases
        • Bonus eligibility
        • A full suite of employee health benefits including: medical, dental, vision, group term life/ADD, long term disability
        • Competitive PTO and firm holidays
        • 401(k) with profit sharing

Keywords: Topel Forman LLC, San Diego , Tax Manager, Remote, Executive , San Diego, California

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