GATESOURCE HR

| Full time

Tax Professional - HYBRID (Estate/ Trust Returns/ Client Relationships)

Saint Petersburg,

United States

Job Description

We are looking for a Tax Manager for a HYBRID opportunity in St. Petersburg Florida. Experience in public accounting is a plus. This company prides itself on its culture first approach, and flexibility. Strong benefits, and competitive salary range.

Requirements: 

• Learn to efficiently navigate firm software
• Complete various tax and accounting projects
• Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
• Understanding of basic state taxation issues
• Prepares quarterly and annual estimated tax liability calculations
• Proactively takes part in tax planning for clients
• Business Returns
• General understanding of client accounting service projects as needed
• Participates in department wide trainings as well as independent learning such as reading professional publications and regulations
• Understands importance of deadlines by demonstrating time management skills and learning to prioritize engagements.
• Supervises the preparation of tax returns
• Conducts first review of tax return and identifies basic, complex and advanced issues throughout the engagement; raises potential tax issues
• Demonstrates the ability to provide quality tax planning to clients that encompasses the clients’ full business needs
• Refining skills, knowledge, and expertise as a specialist in a tax-related technical field and/or industry that we service at our firm
• Active CPA license
• Create tax proposals and determine appropriate fees based on an estimated engagement budget
• Provides performance evaluations to associates and seniors and effectively communicates strengths and opportunities for improvement
• Builds strong relationships with clients as a trusted advisor

Nice to Have:

• Public accounting experience
• Strong communication skills
• Self-starter & ability to problem solve independently
• Team player



Requirements

Requirements: 

• Learn to efficiently navigate firm software
• Complete various tax and accounting projects
• Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
• Understanding of basic state taxation issues
• Prepares quarterly and annual estimated tax liability calculations
• Proactively takes part in tax planning for clients
• Business Returns
• General understanding of client accounting service projects as needed
• Participates in department wide trainings as well as independent learning such as reading professional publications and regulations
• Understands importance of deadlines by demonstrating time management skills and learning to prioritize engagements.
• Supervises the preparation of tax returns
• Conducts first review of tax return and identifies basic, complex and advanced issues throughout the engagement; raises potential tax issues
• Demonstrates the ability to provide quality tax planning to clients that encompasses the clients’ full business needs
• Refining skills, knowledge, and expertise as a specialist in a tax-related technical field and/or industry that we service at our firm
• Active CPA license
• Create tax proposals and determine appropriate fees based on an estimated engagement budget
• Provides performance evaluations to associates and seniors and effectively communicates strengths and opportunities for improvement
• Builds strong relationships with clients as a trusted advisor



Job Information

Industry

Finance

Work Experience

1-3 years

Salary

$60000-100000

Job Type

Full time

Location

United States

City

Saint Petersburg

State/Province

Florida

Zip Code

33703

Expiry Date

2024-07-21