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ABGI USA

Tax Manager, Private Client Service

ABGI USA, Charlotte

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2 days ago Be among the first 25 applicants

This range is provided by ABGi USA. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $200,000.00/yr

Direct message the job poster from ABGi USA

Building & Connecting a Nationwide Network of CPAs with Leading Opportunities

ABGI USA Talent Solutions is seeking multiple Tax Managers with a CPA with 5+ years of current public accounting experience to join a top rated and growing CPA firm in Charlotte, NC. This role requires the candidate to have a genuine interest in developing a comprehensive understanding of our clients business and tax environments, as well as providing a proactive year-round tax planning approach. A successful team member enjoys working with a wide variety of clients and demonstrates organizational skills, technical skills, and effective communication. You will be able to work closely with partners of the firm, interact with high level business clients, and will have opportunities for staff and admin supervision and advancement. The firm offers competitive benefits, a team-oriented culture, and opportunities for continuing education and professional growth.

About the Role - Perform technical reviews of tax returns of varying types and complexities. Manage client relationships, including assessing client needs and developing strategies/solutions to provide clients with the highest level of service; services to include income tax compliance/planning and other business consulting needs. Plan the timing and assigning of staff to engagements. Prepare client invoicing. Provide mentorship to other tax staff and admin; assist in the growth, development, and training of the team.

Responsibilities

  • Perform technical reviews of tax returns of varying types and complexities
  • Manage client relationships, including assessing client needs and developing strategies/solutions to provide clients with the highest level of service; services to include income tax compliance/planning and other business consulting needs
  • Plan the timing and assigning of staff to engagements
  • Prepare client invoicing
  • Provide mentorship to other tax staff and admin; assist in the growth, development, and training of the team

Qualifications

  • Minimum of 5 years tax experience in public accounting firm
  • CPA required
  • Experienced in preparation and tax planning with partnerships, S-corporations, C-corporations, trusts and estates of high net-worth individuals
  • Highly organized with the ability to efficiently manage projects
  • Demonstrates excellent team skills, positive attitude, and high ethical standards
  • Lacerte, QuickBooks, BNA Tax Planner, and CaseWare experience a plus

Full Benefits

  • 401(k) Plans
  • Medical insurance
  • Vision insurance
  • Life insurance
  • Unlimited PTO
  • Competitive compensation package

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Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Accounting/Auditing, Consulting, and Finance
  • Industries
    Financial Services, Accounting, and Business Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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