Accounting and Tax Manager

Job description

We are seeking an Accounting/Tax Manager to join our team!

Responsibilities:

• Manage and Prepare tax returns for over 400 individuals, businesses, non-profits and estates
• Contact clients to obtain tax documents
• Review tax returns with clients
• Provide basic tax planning/solutions services to clients
• Accounting/Bookkeeping for firm clients in various accounting software (QBO, QBD, Intacct, Xero, Wave, Zoho Books, BQE Core, etc...)
• Other administrative tasks when necessary:
• Plan and schedule appointments and events
• Greet and assist onsite guests
• Answer inbound telephone calls
• Draft correspondences and other formal documents
• Develop and implement organized filing systems
• Manage requests from website and social media management company

Qualifications:

• Tax preparation experience is required
• Experience with Lacerte / Drake Tax software is required
• QuickBooks experience is required
• Previous experience in office administration or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• Strong organizational skills
• Must be able to speak Hindi and English

Job Type: Full-time

Salary: $75,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Tax experience: 5 years (Required)

License/Certification:

• Enrolled Agent
• CPA (Preferred)

Ability to Relocate:

• Dallas-Fort Worth, TX: Relocate before starting work (Required)

Work Location: In person