Tax and Accounting Manager

Full job description

Overview

Colonial Bookkeeping & Tax, Inc. is growing and looking to add a like-minded individual to our team in a Tax and Accounting Manager role with potential for future shareholder ownership. We are a team-oriented firm that values collaboration, integrity, and strong client service, while also prioritizing work/life balance.

Job Description

The Tax and Accounting Manager is responsible for reviewing and releasing individual, business, and entity tax returns prepared by staff, reviewing client bookkeeping and financials, and serving as a technical resource for the team. This role also includes training and mentoring junior staff, supporting overall tax and accounting operations, and ensuring accuracy, compliance, and high standards of client service.

Responsibilities

• Review (and periodically prepare) individual, corporate, partnership, nonprofit, and trust/estate tax returns

• Provide tax planning and advisory services for individuals and businesses

• Research federal, state, and foreign tax issues and recommend solutions

• Ensure compliance with applicable tax regulations and respond to IRS and state notices

• Communicate with clients regarding filings, deadlines, and required documentation

• Oversee monthly and year-end close processes for a diverse client base

• Review client bookkeeping, financial statements, and general ledger for accuracy and completeness

• Prepare and analyze financial statements and management reports

• Ensure compliance with GAAP and applicable reporting standards

• Manage accounting workflows to ensure timely and accurate delivery of client work

• Serve as escalation point for accounting and tax matters

• Maintain and grow strong client relationships and support new client onboarding

• Train and mentor bookkeeping and tax staff

• Provide feedback and support staff development and workload management

• Improve internal processes, systems, and workflows to enhance efficiency and service quality

Skills & Qualifications

• Experience with complex tax preparation, review, research, and planning for individuals, businesses, nonprofits, and other entities

• Experience with fiduciary, estate, and gift tax returns (preparation and review)

• Strong understanding of GAAP and federal/state tax regulations

• Experience managing multiple client accounts in a fast-paced environment

• Strong attention to detail with the ability to prioritize and manage multiple deadlines

• Excellent written and verbal communication skills with strong client service abilities

• Strong interpersonal skills and ability to collaborate effectively with clients and team members

• Ability to mentor and support junior staff (supervisory experience preferred)

Requirements

• Bachelor’s degree or Master’s Degree (preferred) in Accounting

• Enrolled Agent (required) and CPA (preferred)

• 5+ years of experience in tax preparation, tax reviewing and accounting

• Proficiency with QuickBooks Online, CCH Axcess, and similar tax/accounting software

• Experience with cloud-based accounting systems and workflow tools

Pay: $125,000.00 per year

Benefits:

• 401(k) matching

• Continuing education credits

• Dental insurance

• Flexible spending account

• Health insurance

• Paid sick time

• Paid time off

• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Tax: 5 years (Preferred)

• GAAP: 5 years (Preferred)

License/Certification:

• CPA (Preferred)

• Enrolled Agent (Preferred)

Work Location: In person