ATLAS Navigators LLC
ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.
OVERVIEW CMMS CPAs & Advisors PLLC, an ATLAS NAVIGATORS firm, is seeking a Senior Tax Manager to join our Lubbock team. This is a compelling opportunity to become part of a growing family of firms across multiple states. With a clear path for advancement and the support of a collaborative and service-driven environment, the right candidate will have the chance to contribute meaningfully to our clients and our firm’s continued success.
The Senior Tax Manager will work under the supervision of a Partner and/or Director. A Senior Manager will support the firm’s clients in the duties listed below and provide support and leadership to the staff they work with. Some duties listed below are subject to the department that the Senior Manager primarily manages.
MAJOR RESPONSIBILITIES
Strong experience with high-net-worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
Successful candidates will possess the ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
Strong verbal and written communication skills with the ability to articulate complex information and tax law
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Perform higher-level compliance review and tax return sign-off
Handle client consultations on planning opportunities and changes in tax law
Working on proposals and assisting in developing new business
Meeting prospective clients and developing relationships with new and existing clients
Expanding services to existing clients
Supervising engagements and special projects undertaken by the firm
Overseeing all aspects of the client engagement
Supervising, training, and evaluating advanced-level staff
Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax function
Actively play a role in ATLAS’ advisory services efforts
Responsible for (along with other Managers, Partners, and Seniors) billing and WIP analysis
Identify areas of potential improvement in processes and procedures
SKILLS AND ABILITIES
Detail-oriented, accurate, and extremely organized
Strong client service skills and relationship management experience
Excellent oral and written communication skills
Able to set priorities and skillfully juggles multiple tasks in a fast-paced office
Able to work as part of a team
Able to lead team members and manage others' assignments
Demonstrate a service mentality
Regularly use QuickBooks Online and Desktop with proficiency
Knowledge of GAAP
Knowledge of Tax Basis Accounting - Cash and Accrual
Experience with CCH platform
EDUCATION AND EXPERIENCE
A bachelor's degree in Accounting or Finance is required
CPA is highly desirable
3-5 years of experience in a similar role
7+ years of continuous public accounting or family tax office experience
7+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
3+ years of supervisory experience, mentoring, and counseling associates
Experience in acquiring new clients and growing a book of business
Proven ability to develop new business relationships and expand services to existing clients.
COMPENSATION & BENEFITS
Medical, Dental, and Vision;
GAP Benefits;
Supplemental Benefits;
Life & AD&D Insurance;
Short & Long-term Disability Plans;
401(k) with company matching;
Bonius Structure;
Flexible PTO with sick time;
Incentive Program
Development Program
Company Wellness Program;
APPLICATION DEADLINE We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS Must be able to operate a variety of machines and equipment, including a computer, office equipment, telephone, etc. Tasks may require extended periods at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.
TEXTING PRIVACY POLICY AND INFORMATION
Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Message frequency will vary depending on the application process.
Msg & data rates may apply.
OPT out at any time by texting "Stop".
#J-18808-Ljbffr
OVERVIEW CMMS CPAs & Advisors PLLC, an ATLAS NAVIGATORS firm, is seeking a Senior Tax Manager to join our Lubbock team. This is a compelling opportunity to become part of a growing family of firms across multiple states. With a clear path for advancement and the support of a collaborative and service-driven environment, the right candidate will have the chance to contribute meaningfully to our clients and our firm’s continued success.
The Senior Tax Manager will work under the supervision of a Partner and/or Director. A Senior Manager will support the firm’s clients in the duties listed below and provide support and leadership to the staff they work with. Some duties listed below are subject to the department that the Senior Manager primarily manages.
MAJOR RESPONSIBILITIES
Strong experience with high-net-worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
Successful candidates will possess the ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
Strong verbal and written communication skills with the ability to articulate complex information and tax law
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Perform higher-level compliance review and tax return sign-off
Handle client consultations on planning opportunities and changes in tax law
Working on proposals and assisting in developing new business
Meeting prospective clients and developing relationships with new and existing clients
Expanding services to existing clients
Supervising engagements and special projects undertaken by the firm
Overseeing all aspects of the client engagement
Supervising, training, and evaluating advanced-level staff
Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax function
Actively play a role in ATLAS’ advisory services efforts
Responsible for (along with other Managers, Partners, and Seniors) billing and WIP analysis
Identify areas of potential improvement in processes and procedures
SKILLS AND ABILITIES
Detail-oriented, accurate, and extremely organized
Strong client service skills and relationship management experience
Excellent oral and written communication skills
Able to set priorities and skillfully juggles multiple tasks in a fast-paced office
Able to work as part of a team
Able to lead team members and manage others' assignments
Demonstrate a service mentality
Regularly use QuickBooks Online and Desktop with proficiency
Knowledge of GAAP
Knowledge of Tax Basis Accounting - Cash and Accrual
Experience with CCH platform
EDUCATION AND EXPERIENCE
A bachelor's degree in Accounting or Finance is required
CPA is highly desirable
3-5 years of experience in a similar role
7+ years of continuous public accounting or family tax office experience
7+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
3+ years of supervisory experience, mentoring, and counseling associates
Experience in acquiring new clients and growing a book of business
Proven ability to develop new business relationships and expand services to existing clients.
COMPENSATION & BENEFITS
Medical, Dental, and Vision;
GAP Benefits;
Supplemental Benefits;
Life & AD&D Insurance;
Short & Long-term Disability Plans;
401(k) with company matching;
Bonius Structure;
Flexible PTO with sick time;
Incentive Program
Development Program
Company Wellness Program;
APPLICATION DEADLINE We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS Must be able to operate a variety of machines and equipment, including a computer, office equipment, telephone, etc. Tasks may require extended periods at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.
TEXTING PRIVACY POLICY AND INFORMATION
Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Message frequency will vary depending on the application process.
Msg & data rates may apply.
OPT out at any time by texting "Stop".
#J-18808-Ljbffr