Introduction to Our Company and the Role
Imagine joining a forward-thinking, comprehensive, full-service public accounting, tax, and advisory services firm that values innovation, respect, and kindness. Our company is dedicated to helping New England businesses and families thrive by providing expert advice and guidance. As we continue to grow, we are seeking an exceptional High Net Worth Director and Senior Tax Manager to join our team. This is a unique opportunity to work remotely, with a flexible schedule, and contribute to a dynamic and supportive environment.
About Our Company Culture
We pride ourselves on our family-oriented atmosphere, where our leadership team prioritizes work-life balance, and our employees enjoy a sense of community and camaraderie. Our company is built on the principles of intelligent and respectful advice, combined with a dose of Maine kindness. We believe in fostering a culture of growth, learning, and development, where our employees can thrive and reach their full potential.
Key Responsibilities
As a High Net Worth Director and Senior Tax Manager, you will play a critical role in our team, responsible for:
- Reviewing tax returns for C Corporations, S Corporations, Partnerships, Fiduciaries, and Individuals
- Assisting in complex tax planning for closely-held businesses and individual clients
- Becoming an expert in niche industries and providing management advisory and consulting services
- Supervising, training, and evaluating other team members
- Structuring, overseeing, and collaborating with our leadership team on various engagements
- Leading client service teams, ensuring timely and efficient delivery of services, and developing technical skills
- Communicating solutions to complex issues, requiring creativity, research, and comprehension of tax law and related implications
Ideal Candidate Profile
To succeed in this role, you should have:
- 8+ years of tax experience at a CPA firm
- CPA licensure
- Proficiency with Prosystems ProFx Tax, Caseware, and CCH Fixed Assets
- Strong communication skills, including the ability to articulate complex tax issues to all levels of coworkers and clients
- Exemplary client rapport and project management skills
- Ability to handle multiple engagements and meet deadlines
- Willingness to train, evaluate, and mentor staff
- Collaborative nature to work alongside the management team on various engagements within our specialized industries
Education Requirements
We require a Bachelor's degree with coursework sufficient for CPA licensure. A strong academic foundation in accounting, taxation, or a related field is essential for success in this role.
Career Growth Opportunities and Learning Benefits
At our company, we are committed to helping our employees grow and develop their skills. As a High Net Worth Director and Senior Tax Manager, you will have access to:
- Path to Partner Program: a structured program designed to help you achieve your career goals and become a partner in our firm
- Free to Focus initiative: an initiative aimed at helping employees better focus and use their work hours more effectively, including a firm policy for "no meeting Mondays"
- Ongoing training and development: regular training sessions, workshops, and conferences to help you stay up-to-date with the latest tax laws, regulations, and industry trends
- Mentorship and coaching: guidance and support from experienced professionals to help you navigate your career and achieve your goals
Work Environment and Company Culture Highlights
We offer a flexible and supportive work environment, with a range of benefits, including:
- 52-hour average busy season: a manageable workload during our busiest period
- 35-hour work weeks during summer: a reduced schedule during the summer months, with the option to work a 4-day week and have Fridays off
- Great culture, flexibility, and growth: a dynamic and supportive environment that fosters growth, learning, and development
- Retirement benefits: a 3% employer contribution to a safe harbor 401k, regardless of your contributions
- Profit sharing: a 3% profit sharing program, with a proven track record of payouts over the past 20 years
- Insurance benefits: 75% of single premium health insurance covered by the company
Compensation, Perks, and Benefits
We offer a competitive salary range of $150,000 - $200,000 per year, depending on experience and qualifications. In addition to your salary, you will enjoy a range of perks and benefits, including:
- Flexible scheduling: the ability to work from home and manage your schedule to suit your needs
- Professional development opportunities: ongoing training, mentorship, and coaching to help you achieve your career goals
- Recognition and rewards: regular recognition and rewards for outstanding performance and contributions to the team
- Community involvement: opportunities to get involved in local community events and charitable activities
Conclusion
If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity. As a High Net Worth Director and Senior Tax Manager at our company, you will have the chance to work with a dynamic and supportive team, develop your skills and expertise, and contribute to the success of our clients. Don't miss out on this opportunity to take your career to the next level and join a company that values innovation, respect, and kindness. Apply now and start your journey with us!
Apply Now