Tax Manager


Tax Manager
VALiNTRYfinance specializes in helping Highly-Qualified CPA's find amazing new opportunities. As with all our Public Accounting roles, to be considered you must have 3+ years of current / recent U.S. based Public Accounting Firm experience and your U.S. State issued CPA License must be Active or in process.

About this Opportunity:
We are a CPA firm that offers tax, business consulting, accounting, assurance, and exit & succession planning services.  Client's needs are matched with the skills and experience of the professionals within the firm to create a unique and positive experience for the client. This role provides the opportunity for an experienced, technical tax professional to serve clients and receive a broad range of experiences across several industries, all resulting in the end goal of representing the firm as a valued business consultant

Primary Duties:

  • Planning and managing multiple client engagement and simultaneously
  • Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations 
  • Heavy focus on attest client tax returns, assist in the tax provision work related to the audit
  • Understanding your client goals and needs and servicing clients directly
  • Owning client relationships and work
  • Strategizing with Managing Directors regarding tax planning
  • Giving clients recommendations and guidance on how to achieve their goals
  • Assist in identifying opportunities for growth with clients
  • Researching tax issues and providing guidance to clients
  • Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff

Minimum Qualifications:  

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • 6 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

Education:

  • BA/BS accounting or finance
  • CPA required

Experience:

  • 6+ years of public accounting experience

Joe DiGennaro * National Sales & Recruitment Manager
1201 S. Orlando Ave., Suite 440 * Winter Park, FL 32789
O: 407-392-3128 * M: 407-917-7584

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