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Seeking a Tax Manager – 100% Remote

Merito Group

This is a Contract position in Bridgeport, WV posted January 10, 2022.

Tax Manager Overview: We are a small, women-owned financial advisory firm serving individuals, trusts, small businesses and non-profits.

We are looking for a Tax Manager to join and ultimately manage busy, sophisticated and growing tax practice.

We have two offices in the DMV area but our business has been fully remote for a few years and intend to remain that way.

The ideal candidate has a quiet, designated space to work remotely as team and client meetings will be held over video conferencing platforms.

Responsibilities: Responsible to create and manage a formal tax team, hiring as needed to accommodate staffing needs, supervising and training tax staff.

Responsible for managing and executing the workflow required to prepare, review and timely file individual, nonprofit, trust and small business income tax returns.

Research tax laws and regulations to determine proper tax treatment for complex tax returns.

Act as relationship manager for individual tax return clients.

Contribute to the client service team at whatever level is needed (bottom to top) to ensure that our firm produces quality level work with quick turnaround and attentive service.

Monitor development in tax legislation and identify planning opportunities.

Prepare income tax projections and customized tax estimates using our internally-developed processes and update as requested by clients or firm owner.

Handle all client tax controversy items including payroll controversy items in coordination with owner.

Qualifications: A Bachelor’s degree required A CPA or JD with IRS CAF Registration Experience in tax preparation sufficient to supervise workflow and troubleshoot when issues arise in the software Leadership or management experience preferred Apply today for immediate consideration or email your resume to Annie Polkinghorn at annapolkmeritogroup.com 06022021

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