- Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, gift, multi-state and TX franchise).
- Review Compiled financial statements for Corporations, Not-for-Profit entities, Partnerships, and Individuals, including work-papers, accounting and adjusting entries, bank reconciliations, and client books and records.
- Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
- Manage and monitor client deliverables and due dates.
- Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.
- Prepare complex U.S. and state individual income, gift tax, and estate tax returns.
- Conduct complex tax research and prepare memorandum outlining findings and conclusions.
- Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices.
- Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
- Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients' needs.
- Lead department in knowledge of software, processes, and workflows.
- Assist with employee training for new hires and ongoing employee training.
- Engage in consulting and special projects as requested by Management and Clients.
- Takes direction and reports to the Partners of the tax department.
- As part of our compliance program, all team members are required to follow industry leading data and system security practices.
- CPA license required, with current license.
- Bachelor's degree in accounting or other major with tax and accounting (through intermediate) course work completed.
- Minimum of 5 years of experience preparing all types of tax returns with a public CPA firm or private company.
- Minimum of 2 years reviewing all types of tax returns and compiled financial statements with a public CPA firm or private company.
- Good oral and written communication skills.
- Good time management, organizational, and presentation skills.
- Proficient in Microsoft Office, Prosystem, Ultratax, and Adobe software.
- Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.
- Hybrid and remote (determined by position) work arrangements available.
- Stipend reimbursement for home office equipment, cell phone and home internet.
- Paid Time Off (PTO) is awarded each pay period.
- 11 paid company holidays with 3 floating.
- Medical plan with HSA employer contribution, Dental, Vision available 1st of the month after start date.
- Company paid Long Term Disability.
- Company paid Life Insurance.
- Paid Parental Leave.
- 401k with company match up to 4% and 100% vested from day one.
- CPA and professional license & certification bonus.
- CPA exam review benefit with Becker CPA.
- Certification Reimbursement for CPA, CIA, CFE, CISA.
- CPE paid for 40 hours per year.
- Paid Volunteer Time Off.
- Fitness center available to Houston office employees.
- Employee Referral bonus opportunities from $1,000 to $5,000 per hired referral.
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Tax Manager - Houston, United States - MCCONNELL JONES GROUP
Description
Job DetailsLevel
Management
Job Location
Houston office - Houston, TX
Position Type
Full Time
Education Level
4 Year Degree
Travel Percentage
Negligible
Description
Who we are
At McConnell Jones, we aim to be a catalyst for positive growth fostering an environment where unique perspectives come together to enhance client solutions. As one of the top 3 largest African American owned CPA firms, we pride ourselves on the quality of our work, the tenure of our clients, and our own diversity-nearly two-thirds of our people are from an ethnically diverse background. The diversity of our people empowers the diversity of our client solutions, as captured by the firm's tagline, Diverse Thinking | Unique Perspectives.
Our Mission: To foster an environment where unique perspectives come together to enhance client solutions.
Our Vision: To be a catalyst for positive growth through the power of diverse thinking.
Our Values: Creativity, Inclusion, Transparency, Accountability
Position based in Houston with hybrid work schedule, two days per week in our corporate offices.
What you will do
Bring your tax experience, ability to review associate's work, desire to mentor a mix of experienced and junior tax staff, and your accounting skills to our well established tax practice. We are working with high net-worth individuals, small companies and a few multi-million dollar organizations to ensure their compliance and provide tax planning advice. This hands-on manager is preparing tax returns while also being the client contact and the coach to the tax staff.
What you will need
McConnell & Jones is an equal opportunity and affirmative action employer that does not discriminate in employment and ensures equal employment opportunity for all persons regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran. McConnell & Jones policy applies to all terms and conditions of employment. To achieve our goal of equal opportunity, we maintain an affirmative action program through which we take good faith efforts to recruit, hire and advance in employment-qualified minorities, women, persons with disabilities, Vietnam era veterans, and other protected veterans
