Company Overview:

Kowalski Financial is an independent RIA Wealth Management firm specializing in wealth management, investment management, tax preparation, and small business accounting services. Our practice includes a focus dedicated to following democratic principles and standards, fostering a culture of dynamic leadership development and active participation in decision-making and policy-setting. As active citizens & civic leaders, we strive to contribute to the common good. Learn more about our values and principles at https://activecitizen.org.

Position Overview:

We are seeking a highly motivated Senior Tax Manager to focus on personal and business tax return review and preparation, with an interest in leading and advising as part of a growing tax & wealth management team. This role oversees the preparation of personal and business tax returns, leads small business services, develops client relationships, identifies tax opportunities, and collaborates with clients and our Wealth Management team. The ideal candidate has personal and business tax expertise with an interest in leading and participating in the growth of a dual tax and wealth management practice.

Why This is a Great Position:

If you are looking for the opportunity to lead a small team in a dynamic Wealth and Tax practice, we hope to hear from you. Kowalski Financial offers a 40-hour work week during tax season, a year-round hybrid schedule, and a regular 36-hour work week from May to December. Our Civic Business model provides a platform for making a real difference in the world we live in, and we sincerely hope you will apply!

Key Responsibilities:

• Assign, prepare, and review personal and business tax returns for clients
• Maintain client contact throughout the tax preparation process
• Lead and participate in tax planning strategy sessions, and provide advice and guidance for clients’ tax planning needs relative to taxes and tax planning
• Manage small business services including payroll, bookkeeping, 401k, and other benefits
• Ensure a positive customer experience by promptly responding to emails and calls
• Maintain client management system notes
• Participate in weekly meetings and collaborate internally to support Civic Business Infrastructure

Qualifications:

• Bachelor's degree in accounting preferred and an active CPA or Enrolled Agent (E.A.)
• 10 years of personal and business tax preparation and tax advisory experience
• Interest and experience working with a Wealth Management team
• Strong attention to detail and accuracy in financial calculations
• Demonstrated interest in building and maintaining client relationships
• Comfortable talking to clients face to face, virtually, and by phone
• Proficiency in using Ultra Tax or related software, QuickBooks, MS Office (Excel), and familiarity with various business technologies
• Excellent verbal and written communication skills
• Strong organizational and problem-solving abilities

Benefits:

• Work/life balance with a standard 36-hour work week (40 hours in tax season)
• Hybrid 4/1 workweek policy
• Competitive base compensation and bonus plan
• 401K with 6% dollar-for-dollar matching
• Paid health insurance with generous HSA contribution
• Paid time off (PTO)
• Dental coverage and long-term disability (LTD) insurance
• Private office with a skyline view
• Workforce development learning to govern for the common good, proving democracy has utility inside institutions, promoting democracy and skill development

How to apply:

To apply, please submit your resume to our outsourced recruiting team, Red Seat, or contact them at (651) 317-9211 for more information. We will acknowledge receipt of your resume within two business days. To learn more about our firm, visit our website at www.kowalskifinancial.com.

Kowalski Financial is an Equal Opportunity Employer