Tax Manager 1

Summary / Objective

Reporting to the Tax Director, the Tax Manager I is responsible for serving as a leader in the Tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns, a detail review of some returns, managing workflow, and assisting the Tax Director, Senior Tax Managers, and planning teams as needed.

Essential Functions

Manage the daily workflow of tasks for their assigned clients

Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and / or client

Oversee assigned Tax Associates for team

Provide weekly updates to the Tax Director regarding overall performance

Responsibilities & Duties

Work closely with the Tax Director to prepare for each tax season

Work closely with the Tax Seniors, Tax Director, and the Partner to address questions / concerns from the planning teams

Partner with Planners to ensure a seamless workflow between departments

Create and present tax training materials alongside Tax Manager II, Senior Tax Managers and Senior Tax Research Manager

Work closely with Senior Tax Research Manager, Tax Manager II and Senior Tax Managers to address research projects, staff training materials & staff training events

Mentor Tax Advisors on professional development within the tax department

Act as an active participant in the recruiting process (review resumes and interview candidates)

Log IRS and State correspondences; delegate accordingly to the proper department / person

Work closely with Administrative Team to ensure the proper processing / releasing of Tax Returns and various tasks

Work with Tax Onboarding team to ensure proper training is being provided

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

Bachelor’s degree or higher in Accounting, Tax, or related field

CPA or EA required

8 years’ experience in public accounting or its equivalent

Thorough knowledge of tax laws

Strong communication, interpersonal and organizational skills

Experience managing a team strongly preferred

Experience reviewing trust related tax returns would be a plus

Travel

Limited to no overnight, out-of-state travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.

Physical Demands

This is a largely sedentary role; however, some filing may be required.

Position Type & Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8 : 00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. An in-office presence may be required for training. This is a hybrid role that allows for remote flexibility with an in-office presence as business need dictates. The ability to work remotely is allowed based on management’s approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Minimum : $100,000 - Maximum : $130,000

Benefits

Competitive Salary

Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays, Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues, Licenses / Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as :

USA Today – Top Workplaces (2024)

Monster – Top Remote Workplaces (2024)

Accounting Today – Beyond Top 100 : Firms to Watch (2024, 2023, 2020)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes - America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100 : Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Dallas Business Journal - Top Accounting Firms (2018)

Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)

Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)

Salary : $130,000