Job Description

Looking for a dynamic, energetic, and professional Tax Senior to join our client's team at Wheelwright Manahan Family Office!

Their tax work is more complex than most firms, so excellent technical skills with experience preparing tax returns and performing complex tax research are essential. They would like a professional with the ability to reach beyond current tax knowledge and identify areas to grow and develop as a professional. There will be opportunities to develop and maintain outstanding client relationships as well as mentor and teach other tax professionals in the office.

You can check out the Wheelwright Manahan Family Office website here:

Notable items:

• We do not require our staff to record time for billing purposes!
• Our firm is part of a network of high-caliber CPAs. We use the WealthAbility® System to help entrepreneurs and
  investors who are desperate for accountants to serve them at a higher level. Learn more at: wealthability.com
• You'll have the opportunity to work with and learn from Tom Wheelwright. Tom is a regular commentator in the
  field of taxes and contributes regularly to major professional journals and online resources. Tom's work has
  been featured in hundreds of media, including Forbes, The Huffington Post, Accounting Today, CFO Magazine,
  ABC News Radio and AZTV Morning News, along with writing columns for Entrepreneur Magazine and Inman
  News. Check him out in the WealthAbility® Podcast!

Essential Functions:

• Ensure the timely, accurate, & creative delivery of tax preparation and strategy services
• Responsible for preparing federal, state, and local income tax returns and other business-related filings: Form 1040, 1065, 1120S, 1120 with occasional 1041, 990, 709
• Develop and implement strategic tax planning for clients
• Demonstrate ability to track and monitor projects and communicate status
• Follow all process playbooks
• Research and co-lead meetings on efficiency and technical trainings
• Develop an understanding of our client’s businesses
• Ability to review Staff/Associate work and reduce review notes
• Comply with laws and regulations
• Support company vision, mission, and values

Requirements

• 3 plus years of experience in tax compliance
• Bachelor’s degree in Accounting or related field (required)
• Master's degree in Accounting or related field (preferred)
• CPA or CPA candidate preferred
• Excellent verbal and written communication skills
• Ability and desire to work independently
• Strong sense of respect, teamwork, dignity, and integrity
• Highly professional, have good judgment; an eye for detail and be willing to take initiative
• Required to pass a background investigation check

Benefits

Insurance & Retirement

• 100% employer paid Life/A&D insurance and base health, dental and vision insurance plan
  premiums for the employee. The employee is responsible for additional costs for spouse,
  children, and/or family plans. There are additional buy-up options for medical, which you may
  elect to pay for with deductions from your paycheck. You are also eligible to elect all available
  supplemental insurance programs, such as: short-term and long-term disability insurance,
  flexible spending accounts and AFLAC services.
• Roth 401(k): Employer Matching Contributions are 50% of the first 6% of elective contributions.

Paid Time Off

• Paid Time Off: For employees, we offer three weeks of paid time off and, after 5 years of
  service, the amount is increased to four weeks. For Managers and Senior Managers, we offer
  four weeks of paid time off and, after 5 years of service, the amount is increased to five weeks.
• Company Paid Holidays: New Year’s Day, Memorial Day, Independence Day, Thanksgiving Day,
  Day After Thanksgiving, Christmas Day
• Additional Paid Holidays: One (1) Day After Tax Deadline, two (2) Floating Holidays
• Community Activities: Employees may take one (1) day of normal work time to participate in an
  approved community service activity each year.
• School Visit Leave: Parents or legal guardians of school children from kindergarten through
  grade twelve (12) may take up to eight (8) hours of paid time off per school year per child to visit
  the child’s school.
• Paid Maternity and Paternity Leave Programs

Other Benefits

• Sabbatical: Four (4) week sabbatical after five (5) years of employment
• Education Loan Programs: Up to 100% coverage for Graduate Studies Education Loan Program,
  up to 50% coverage for Undergraduate Studies Education Program
• Reimbursement of CPA Exam Preparation Costs: Up to $2,000 reimbursement for exam costs
  and bonus of $1,000. Additional four (4) hours of paid time off to study for or sit for exam.
• New Employee Referral Bonus Structure
• New Client Referral Bonus Structure

Our Office Culture

• Business casual attire with “Dress for your day” attitude.
• Company provides premium coffee and purified water for all staff. During busy season, company
  also provides in-office snacks for the staff.
• Monthly office meetings to welcome new faces, celebrate birthdays, and acknowledge co-
  workers for their hard work.
• Company parties held twice a year to celebrate the end of our busy seasons.

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