Tax-Manager, Tax-Advisor, Tax-Accountant Jobs

Job Description:

Duties and Responsibilities

• Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities.
• Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate.
• Serve as the primary point of contact for external client communications regarding tax matters, ensuring a high level of service and responsiveness
• Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments.
• Perform tax research and recommend solutions to client tax questions as needed.
• Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.

Qualifications

• BA/BS in Finance, Accounting, or related field
• Active CPA license or IRS Enrolled Agent (CPA preferred)
• 7+ years of experience preparing complex tax returns for high-net-worth clients
• Experience with professional tax software packages (i.e. Lacerte, Ultra Tax CS, CCH Axcess or ProSystem fx) and automated digital workpaper solutions (i.e. SurePrep) preferred
• Experience with QuickBooks Online preferred
• Ability to use deductive reasoning to identify or determine if the client qualifies for credits or deductions
• Exceptional analytical skills for solving mathematical problems
• Exceptional organizational, communication, and interpersonal skills
• Ability to work effectively in a fast-paced and deadline-oriented environment
• Capability to manage multiple demands and competing priorities.
• Sound judgment regarding confidential and sensitive matters.
• CRM experience (Salesforce preferred) a plus.

Company: Parallel Advisors, LLC

Originally posted on Himalayas

About Us

We are a fast-growing CPA firm with 16 offices across the western U.S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services. Through strong partnerships with financial advisors and attorneys, we deliver a fully integrated client experience.

The Job

We are looking for an experienced CPA to add to our dynamic team of tax professionals. This is a high-impact role responsible for preparing and reviewing the most complex tax returns, conducting advanced tax research, and overseeing workflow for tax staff and seniors. A successful Tax Manager applies broad technical knowledge integrated with business advisory skills to deliver accurate, timely, and proactive service to clients while ensuring quality control and profitability across engagements.

Qualifications for this position:

• Current CPA License
• Minimum5+ yearstax experience
• Someone with a desire and ability to work directly with clients and staff
• High ownership mindset and strong attention to detail

What do we need you to do?

• Apply your solid knowledge of current federal and state tax laws to provide great tax outcomes for our clients.
• Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual tax clients.
• Meet with new and existing clients on a regular basis.
• Utilize your exceptional interpersonal skills to form lasting relationships with our current clients and create opportunities to expand our business with new clients.

What's in it for you?

• Flexible, growth-oriented environment with real leadership opportunities
• Competitive wages, generous paid time off, and paid holidays.
• Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! If this sounds like what you're looking for, we encourage you to apply. Pay determined based on experience and education.

Benefits:

• 401(k) match
• 100% company-paid health, dental, vision Insurance
• Company-paid life Insurance
• Flexible Spending Account
• HSA & FSA
• Flexible schedule

Originally posted on Himalayas

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Position Summary:

The Tax Manager will lead tax engagements with a primary focus on veterinary practices and their owners, while also supporting other clients within KSM's Services practice based on experience and business needs. This individual will build and maintain trusted relationships with veterinary practice owners and their advisors while providing technical expertise in tax compliance and planning matters.

The Tax Manager will manage multiple engagements from planning through delivery, serving as a key liaison between Partners, clients, and engagement teams. The role will coordinate workflow and resources, make informed engagement decisions, delegate effectively, and develop Associates and Senior Associates while collaborating with Partners and specialty tax professionals.

Responsibilities:

• Manage a portfolio of clients focused primarily on veterinary practices and their owners, with support for other Services practice clients based on experience and business needs.
• Serve as a trusted advisor and primary client contact, maintaining year-round relationships with veterinary practice owners, their families, and their legal, investment, and other professional advisors.
• Lead multiple client engagements from planning through delivery, including staffing, delegation, budgets, realization, timelines, billing, scope, risk management, and compliance with firm and professional standards.
• Provide hands-on support and resolve complex tax compliance and planning issues, including matters affecting veterinary practices and their owners, collaborating with Federal, SALT, and other specialty professionals as appropriate.
• Review complex federal, state, and local tax returns, workpapers, and related deliverables for technical accuracy, completeness, and quality, as applicable to the client portfolio.
• Delegate work effectively and lead the development and performance management of Associates and Senior Associates through clear expectations, timely coaching, feedback, goal setting, and evaluations.
• Partner with peers, Partners, and Resource Coordinators to balance workloads, optimize staffing, and manage engagement capacity across teams.
• Maintain proficiency in firm technology and tax systems while supporting team members in their effective use.
• Identify opportunities to expand client relationships by introducing KSM specialists and additional services, cultivating referral relationships, and supporting business development efforts alongside senior leaders.
• Stay current on federal, state, and local tax laws, regulatory developments, and veterinary industry trends to advise clients and guide engagement teams.
• Assist with or manage tax examinations and related tax authority inquiries as appropriate, including representing clients before tax authorities when applicable.
• Develop a strong understanding of veterinary practice operations and industry trends in order to identify tax, business, and planning considerations relevant to clients.
• Contribute to firm, practice, and operational initiatives that improve processes, enhance the client experience, and support strategic priorities.

Requirements/Qualifications:

• A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
• Experience serving veterinary practices, business owners, or other closely held businesses is a plus.
• Bachelors or Master's degree in accounting.
• Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
• A current and valid certified public accountant's license or Enrolled Agent with the IRS is required.
• Must be a member in good standing with the American Institute of Certified Public Accountants.
• Proficiency in use of computers and various accounting and tax computer software.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

Originally posted on Himalayas