CPA/Senior Tax Manager for small growing firm

Unclassified - Wakefield, MA

Full-time - Mid Level

Wakefield, MA

About the position

The Senior Tax Manager position at Angela T. Leo, CPA, Inc. is designed for an experienced CPA who is passionate about tax and seeks a supportive work environment. This role offers the opportunity to work with a diverse client base, manage various tax-related projects, and contribute to the firm's growth while maintaining a healthy work-life balance. The firm values employee input and offers a flexible schedule in a friendly co-working environment.

Responsibilities

• Review and prepare individual and entity tax returns including business, estate, fiduciary, and gift tax.
• Take the lead for client projects such as audits, planning, and business consulting.
• Conduct thorough tax research and stay up to date with tax laws and regulations.
• Collaborate with clients to gather necessary financial information and ensure accuracy of tax filings.
• Assist in tax planning and provide guidance to clients on tax-related matters.
• Identify opportunities for process improvements and recommend strategies to enhance efficiency and accuracy in accounting and tax-related tasks.
• Maintain client relationships and provide excellent customer service.
• Work closely with team members to ensure timely completion of projects and deliverables.
• Stay updated with industry trends and developments in accounting and taxation.

Requirements

• Bachelor's degree in accounting or related field.
• 5+ years of experience in personal and small business tax preparation and consulting.
• Certified Public Accountant (CPA) designation is required.
• Proven experience in tax preparation and accounting services.
• Knowledge of multi-state filings for individuals and small businesses.
• Software experience with Microsoft Office and Quickbooks.
• Experience with CCH ProSystem FX and/or CCH Axcess is a plus.
• Strong knowledge of tax laws, regulations, and accounting principles.
• Excellent analytical, critical thinking, and problem-solving skills.
• Attention to detail and accuracy in financial data.
• Effective communication and interpersonal skills.
• Ability to work in a paperless environment, independently and as part of a team.

Nice-to-haves

• Experience with CCH ProSystem FX and/or CCH Axcess is a plus.

Benefits

• Competitive pay
• Flexible retirement plan
• Flexible schedule
• Friendly co-working environment