What are the responsibilities and job description for the Manager position at Stone Associates, CPAs, LLC?

Are you a talented Tax Preparer or CPA with a passion for delivering exceptional client service and tax solutions? Do you thrive in a collaborative environment where you can directly contribute to the growth of your client's financial success? If so, we want to meet you!

We’re a close-knit, high-performing firm specializing in taxation and small-business accounting. Our client base consists primarily of high-net-worth individuals and small businesses who rely on us for expert guidance and personalized service. We’re seeking a highly motivated, detail-oriented tax professional to join our team and help us continue to deliver top-tier service and advice.

Benefits :

Health Insurance
401k
Cover all professional licensees and continuing education costs
Flexible Hours : We understand work-life balance is important. You’ll enjoy a flexible schedule to accommodate personal commitments.
Collaborative Environment : Work closely with a small, dynamic team of professionals. You’ll have the opportunity for direct client interaction and the responsibility to lead client relationships.
Growth Opportunities : We are a growing firm, and there are plenty of opportunities to expand your role as the firm continues to thrive.
Work-Life Balance : Enjoy a supportive, work-life balance culture that values quality over quantity. We’re a team, and we work hard—but we also respect each other’s time.

Key Responsibilities :

Prepare and review individual, business, and trust tax returns, ensuring compliance with all relevant tax laws and regulations.

Provide ongoing tax planning and advisory services to high-net-worth individuals and small businesses.

Direct client contact, fostering strong relationships and providing excellent customer service.

Joint supervision of two staff accountants, offering mentorship, guidance, and support to ensure the accuracy and timely completion of tasks.

Maintain a deep understanding of tax law changes, ensuring clients are compliant and maximizing tax-saving opportunities.

Manage multiple client accounts and deadlines effectively.

Qualifications :

3-4 years of experience in tax preparation, with a strong understanding of both individual and business taxation.

At least 2 years of public tax experience in a CPA firm or equivalent environment.

A CPA license is preferred, but not required.

Exceptional attention to detail and a commitment to delivering high-quality work.

Strong communication skills with a client-focused attitude.

Ability to work independently and as part of a collaborative team.

Proficiency in tax preparation software and Microsoft Office Suite.

Experience in supervising or mentoring junior staff is a plus.

Why Stone Associates?

A supportive, inclusive environment where your contributions are recognized and valued.

Competitive salary and benefits package.

Professional development opportunities.

Exposure to high-profile clients and complex tax situations that will allow you to continuously develop your expertise.

If you’re looking for a new challenge in a firm that truly values its employees and clients, this is the role for you. Bring your expertise to a place where your work has a direct impact—and join a team that appreciates your talent.

Employment Type : Full Time

Bonus / Commission : No

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