Job Description
Job Description
The Manager – Individual Tax position is responsible for managing an assigned list of technically difficult or significant individual client relationships. Will oversee the preparation and review of complex individual tax returns, ensuring accuracy and compliance. This role serves as the technical expert of individual taxation, providing guidance to staff, reviewing returns, and managing client relationships, including handling IRS and state taxing authority audits. The Manager will lead tax planning discussions, work with clients on their specific tax needs, and ensure the firm stays current on tax law changes. Will assist with identifying, training, and implementation of new software needs. Is able to identify transaction risks, and consults with Partners, as needed. Additionally responsible for monitoring staff workload and ensures timely completion of client work.
Responsibilities
- Advanced understanding of tax concepts, accounting software, and tax planning strategies for both individuals and businesses.
- Ability to mentor junior staff, delegate tasks, and provide guidance to enhance team performance and technical skills.
- Skilled in managing client relationships, proactively addressing client needs, and delivering complex information with confidence.
- Capable of making independent decisions regarding client service, tax planning, and return preparation.
- Demonstrates advanced time and project management skills, balancing multiple projects, prioritizing tasks, and meeting deadlines.
- Collaborates effectively with team members, shares knowledge, and supports the development of others within the team.
- Strong critical thinking and problem-solving abilities, analyzing complex situations and developing effective solutions.
- Continuously seeks personal and professional development opportunities and contributes to the improvement of firm processes and client service.
- Ability to commute or relocate to Concord, NH
- Other duties as assigned by management
- In office and some hybrid available
Company DescriptionLove Public Accounting but hate the hours? We have the position for you!
Mason + Rich, CPAs is seeking an experienced, ambitious, career-minded Trust and Estate Specialist (certified public accountant) to join our team of committed professionals. We know that working arduous hours and having no fun is not what you dreamed of. Instead, we offer flexibility and freedom for our CPAs. We know you have families and a life and we value that. We have those things too.
Company Description
Love Public Accounting but hate the hours? We have the position for you!\nMason + Rich, CPAs is seeking an experienced, ambitious, career-minded Trust and Estate Specialist (certified public accountant) to join our team of committed professionals. We know that working arduous hours and having no fun is not what you dreamed of. Instead, we offer flexibility and freedom for our CPAs. We know you have families and a life and we value that. We have those things too.