Job Description
Our client a rapidly growing Wealth Management Firm in Flagstaff, AZ, expanding their services to include Tax Preparation for their clients. Thie firm is seeking an experienced Tax Practice Manager to lead this new area, focusing on client relationships, tax strategy, and efficient practice management.
Key Responsibilities:
Key Responsibilities:
- Client Engagement: Conduct client consultations, manage onboarding, and provide strategic tax advice.
- Tax Preparation: Oversee individual (1040), trust (1041), partnership (1065), and S-Corp (1120S) filings, ensuring accuracy and compliance.
- Process Optimization: Standardize workflows, leverage technology to improve processes, and enhance client experience.
- Cross-Training: Provide monthly training for advisory staff on tax strategies and tax law updates.
- Bookkeeping Services: Offer hourly bookkeeping and reconciliation services to support clients' financial records
Qualifications:
- Education/License: CPA required; Bachelor's in Accounting, Finance, or related field. Master in taxation a plus
- Experience: 5+ years in tax preparation, including complex returns for families and business clients.
- Skills: Proficient in tax technology and software; strong communication, analytical, and project management abilities.
Numbers & Facts
| Location | Flagstaff, AZ |
| Industry | Staffing/Employment Agencies |
| Company Size | 50 to 99 employees |
| Year Founded | 2002 |
| Website | https://www.gablessearch.com/ |
About Company
Gables Search Group headquartered in Cleveland, Ohio has been a leader in search and placement nationwide since 2002. Our company specializes in both direct and contract (temporary) staffing in all industries and disciplines.
At Gables Search Group, we connect exceptional professionals with outstanding organizations. Our commitment to integrity, excellence, partnership, innovation, and respect sets us apart. With a personalized approach to recruitment, we ensure the perfect match between candidates and employers.
Whether you are a talented professional seeking new opportunities or an organization looking to build a high-performing team, Gables Search Group is here to guide you through the journey. Our success is built on the success of our clients and candidates, and we are dedicated to making a positive impact on the careers and businesses we serve.
Skills
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