James Moore & Co.
Overview
Join James Moore & Co., P.L. – Build Your Future with a Top 200 Firm. James Moore & Co., P.L. is a Top 200 public accounting and business consulting firm located in Florida with offices in Daytona Beach, DeLand, Gainesville, Ocala, and Tallahassee. Our practice includes tax, assurance, accounting & controllership, wealth management, HR solutions, technology solutions, data analytics and business intelligence, and business advisory services. Our diverse industry specializations include start-up technology, healthcare, government, nonprofit, manufacturing, higher education, construction, and real estate. For more information about our firm, please visit us at: www.jmco.com. Position
We\'re searching for a Tax Manager to join our Tax team.
While this is a remote role, to be considered applicants must live within a two-hour driving distance of any of our Florida offices (Gainesville, Daytona Beach, Deland, Ocala or Tallahassee).
This ensures you can collaborate with the team and clients in-person as needed. Responsibilities
This position is responsible for all facets of client engagements, including supervising preparers and directing the day-to-day progress of engagements. This role requires a combination of technical accounting expertise and client relationship management to serve as a liaison between clients and the Firm. The Manager is responsible for maintaining high-quality service delivery and developing employees under their supervision. Manage a portfolio of tax clients, providing high-quality services tailored to their specific needs. Utilize accounting, tax, and non-accounting software expertise to optimize processes, streamline workflows, and enhance client deliverables. Ensure compliance with regulatory accounting and tax standards, staying abreast of industry updates and best practices. Analyze financial performance, trends, and forecasts to provide data-driven decision-making to boost client services, identify opportunities for value-added service lines, and improve client satisfaction. Serve as the primary point of contact for clients and preparers regarding accounting and tax-related inquiries, issues, and recommendations. Apply appropriate accounting and tax theory and principles during the performance of tax engagements and assignments to ensure accurate and reliable data and client satisfaction. Manage, direct and monitor multiple client service teams on client engagements. Plan, execute, direct, and complete tax projects in a wide variety of industries and delegate to various tax preparers as deemed necessary. Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. Provide primary and secondary review of complicated or complex tax returns. Maintain familiarity with the qualifications of all tax associates under supervision. Work with the Firm’s management team to actively lead and monitor performance goals such as chargeable hours, growth, profitability, and innovation. Collaborate across various organizational departments and work with cross-functional teams to execute goals. Perform technical quality control review of work papers and other engagement items. Assist in the development, preparation, and delivery of internal and external continuous education. Comply with the Firm’s training and continuous education requirements. Meet the Firm’s guidelines for productivity, billing, and utilization standards. Partner with team leaders to ensure the appropriate amount of work is distributed among the team and the firm as needed. Complete complex tax returns accurately and efficiently. Contribute to the interviewing process and recruiting events as a representative of their department. Train and delegate various types of projects to employees while ensuring standards are being met. Begin to develop one or more areas of technical specialization and begin to transition towards service to clients within such areas. Meet productivity and efficiency standards (billable hours). Prepare and issue accurate and timely invoices to clients based on agreed-upon terms and services rendered. Participate in department driven projects and committees to improve internal and external processes. Manage the lifecycle of projects/client engagements/business operations and/or subordinates. Qualifications
Bachelor\u2019s degree in accounting or related discipline. 5-7 years of comprehensive tax experience in a public accounting firm. 3+ years of supervisory experience. CPA or CPA candidate preferred. High-level analytical and reasoning skills. Ability to manage and develop staff in a highly interactive environment. Exceptional client service and communication skills with a demonstrated ability to develop and maintain client relationships. Proficient in Microsoft Office. Knowledge of CCH Axcess Suite. Experience in tax research. Valid driver\u2019s license with an acceptable driving record. Benefits
Salary and Career Advancement: Competitive salary and a solid career path to grow your professional experiences that includes career development and training. Work schedules: Flexible Schedule Options, Paid Parental Leave, and Summer Schedule. Holidays: 12 paid holidays and a full week of winter break in December. CPA Exam: completion reimbursement & bonus program. Tuition reimbursement: available for eligible education expenses. You\u2019re Covered: Comprehensive healthcare including 100% of basic healthcare, dental, and vision insurance for all full-time employees. 401(k): Firm contributes 4-5% annually, regardless of personal contributions. Dress For Your Day: Flexible professional attire policy. Additional
Applicants must be authorized to work in the U.S. without visa sponsorship now or in the future. We do not accept unsolicited resumes from third-party recruiters or agencies. All offers are contingent on background checks and verification. This policy applies to all terms of employment. EEO statements retained as in original. For more information about our firm, please visit: www.jmco.com. Start the conversation by applying here: https://careers.jmco.com/.
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Join James Moore & Co., P.L. – Build Your Future with a Top 200 Firm. James Moore & Co., P.L. is a Top 200 public accounting and business consulting firm located in Florida with offices in Daytona Beach, DeLand, Gainesville, Ocala, and Tallahassee. Our practice includes tax, assurance, accounting & controllership, wealth management, HR solutions, technology solutions, data analytics and business intelligence, and business advisory services. Our diverse industry specializations include start-up technology, healthcare, government, nonprofit, manufacturing, higher education, construction, and real estate. For more information about our firm, please visit us at: www.jmco.com. Position
We\'re searching for a Tax Manager to join our Tax team.
While this is a remote role, to be considered applicants must live within a two-hour driving distance of any of our Florida offices (Gainesville, Daytona Beach, Deland, Ocala or Tallahassee).
This ensures you can collaborate with the team and clients in-person as needed. Responsibilities
This position is responsible for all facets of client engagements, including supervising preparers and directing the day-to-day progress of engagements. This role requires a combination of technical accounting expertise and client relationship management to serve as a liaison between clients and the Firm. The Manager is responsible for maintaining high-quality service delivery and developing employees under their supervision. Manage a portfolio of tax clients, providing high-quality services tailored to their specific needs. Utilize accounting, tax, and non-accounting software expertise to optimize processes, streamline workflows, and enhance client deliverables. Ensure compliance with regulatory accounting and tax standards, staying abreast of industry updates and best practices. Analyze financial performance, trends, and forecasts to provide data-driven decision-making to boost client services, identify opportunities for value-added service lines, and improve client satisfaction. Serve as the primary point of contact for clients and preparers regarding accounting and tax-related inquiries, issues, and recommendations. Apply appropriate accounting and tax theory and principles during the performance of tax engagements and assignments to ensure accurate and reliable data and client satisfaction. Manage, direct and monitor multiple client service teams on client engagements. Plan, execute, direct, and complete tax projects in a wide variety of industries and delegate to various tax preparers as deemed necessary. Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. Provide primary and secondary review of complicated or complex tax returns. Maintain familiarity with the qualifications of all tax associates under supervision. Work with the Firm’s management team to actively lead and monitor performance goals such as chargeable hours, growth, profitability, and innovation. Collaborate across various organizational departments and work with cross-functional teams to execute goals. Perform technical quality control review of work papers and other engagement items. Assist in the development, preparation, and delivery of internal and external continuous education. Comply with the Firm’s training and continuous education requirements. Meet the Firm’s guidelines for productivity, billing, and utilization standards. Partner with team leaders to ensure the appropriate amount of work is distributed among the team and the firm as needed. Complete complex tax returns accurately and efficiently. Contribute to the interviewing process and recruiting events as a representative of their department. Train and delegate various types of projects to employees while ensuring standards are being met. Begin to develop one or more areas of technical specialization and begin to transition towards service to clients within such areas. Meet productivity and efficiency standards (billable hours). Prepare and issue accurate and timely invoices to clients based on agreed-upon terms and services rendered. Participate in department driven projects and committees to improve internal and external processes. Manage the lifecycle of projects/client engagements/business operations and/or subordinates. Qualifications
Bachelor\u2019s degree in accounting or related discipline. 5-7 years of comprehensive tax experience in a public accounting firm. 3+ years of supervisory experience. CPA or CPA candidate preferred. High-level analytical and reasoning skills. Ability to manage and develop staff in a highly interactive environment. Exceptional client service and communication skills with a demonstrated ability to develop and maintain client relationships. Proficient in Microsoft Office. Knowledge of CCH Axcess Suite. Experience in tax research. Valid driver\u2019s license with an acceptable driving record. Benefits
Salary and Career Advancement: Competitive salary and a solid career path to grow your professional experiences that includes career development and training. Work schedules: Flexible Schedule Options, Paid Parental Leave, and Summer Schedule. Holidays: 12 paid holidays and a full week of winter break in December. CPA Exam: completion reimbursement & bonus program. Tuition reimbursement: available for eligible education expenses. You\u2019re Covered: Comprehensive healthcare including 100% of basic healthcare, dental, and vision insurance for all full-time employees. 401(k): Firm contributes 4-5% annually, regardless of personal contributions. Dress For Your Day: Flexible professional attire policy. Additional
Applicants must be authorized to work in the U.S. without visa sponsorship now or in the future. We do not accept unsolicited resumes from third-party recruiters or agencies. All offers are contingent on background checks and verification. This policy applies to all terms of employment. EEO statements retained as in original. For more information about our firm, please visit: www.jmco.com. Start the conversation by applying here: https://careers.jmco.com/.
#J-18808-Ljbffr