What are the responsibilities and job description for the Senior Tax Manager position at Nautilus Financials?
About Us:
We are a dynamic public accounting firm providing a range of accounting and tax services to small businesses and individuals. With a team of 5-10 employees, we specialize in preparing 1000 individual and over 350 business tax returns annually. We pride ourselves on offering high-quality services to our clients. As we grow, we are looking for a strategic individual to lead our tax team and to ensure excellence in our complex offerings.
Position Overview:
This role will be responsible for both individual and complex tax returns during tax season and assisting the team with accounting work during non-peak. This individual will also need to be comfortable cleaning up financial statements as company returns are being prepared. This role will also have 1-3 accountants to manage.
Key Responsibilities:
- Lead, mentor, and manage the tax team, including associates and younger staff.
- Prepare and review individual and business tax returns.
- Serve as a technical resource on federal and state tax regulations.
- Oversee tax planning and advisory services for high-net-worth individuals and businesses.
- Ensure compliance with relevant tax laws and regulations, and provide guidance on regulatory reporting.
- Drive improvements in workflow, efficiency, and quality within the tax team.
- Analyze tax-related financial reports to identify performance metrics and operational efficiency.
- Manage relationships with external stakeholders, including clients and regulatory bodies.
- Stay up to date with changes in tax legislation and implement changes as necessary.
Requirements:
- CPA license (in good standing).
- 5 years of experience in public accounting
- 3 years in a management or leadership role
- Strong expertise in individual and business tax returns, tax planning, and compliance.
- Proven ability to manage complex tax issues and provide strategic advice to clients.
- Excellent analytical skills and familiarity with financial report interpretation.
- Exceptional client service skills and experience managing client relationships.
- Advanced knowledge of federal and state tax laws, as well as regulatory reporting requirements.
- Proficiency in CCH ProSystem FX software and other accounting systems.
- Exceptional communication and leadership skills to effectively manage the team and liaise with clients.
Compensation:
Competitive compensation range between $125,000 and $165,000, depending on experience and qualifications.
Benefits:
- Hybrid work model (1-2 days onsite during non-peak, 4-5 days onsite during peak).
- Health, dental, and vision insurance.
- Retirement plan options.
- Paid time off and holidays.
- Continuing education opportunities (CPE).
This position is not eligible for visa sponsorship and the applicant must be authorized to work in the United States prior to starting the role.
Salary : $125,000 - $165,000
