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Tax & Accounting Manager

LPL Financial Temperance, MI
  • Posted: over a month ago
  • Full-Time
Job Description

LPL Financial is a diversified wealth management and tax accounting services firm located in Temperance, MI. We are hiring a full-time Tax & Accounting Manager to provide tax preparation and filings for individuals, personal trusts and small businesses. You will be managing client relationships from beginning to end. You will be leading the P&L for the tax division, providing instruction to shared support staff, and managing future accounting personnel as needed. During non-peak season, you will be providing tax advice, planning, and calculations; payroll and bookkeeping services; as well as working on overall business planning and strategy execution with the owner.

We are a privately held firm that offers a great work environment along with work/life balance and a flexible schedule during most of the year, with exception of the busy tax season. We are a small organization with high-drive employees who live and breathe teamwork and customer service.

LPL Financial is acquiring a small tax practice for 2020 (275 tax returns) and this is a new division to our organization. We plan to acquire another tax and accounting practice in mid-2021 (600 tax returns along with payroll and bookkeeping services). We are looking for an entrepreneurial-minded individual who is excited to bring their senior-level tax accounting experience along with the passion to build and expand our new tax services division.

We offer a competitive salary dependent on experience. We are looking for a business-minded accountant who will help drive the new division forward. The role has future potential for partnership or partnership-style compensation for the right individual.

Our ideal candidate brings:

- 10+ years of tax preparation and public accounting including complex returns

- Proficiency in preparing Individual, Personal Trust, Small Business, also simple 990 and 5500 filing

- Accounting, Bookkeeping, Payroll experience, including setup

- Bachelor's degree in Accounting, Finance or related field

- Certified Public Accountant (CPA) or Enrolled Agent (EA) certification highly preferred

- Ability to self-manage and lead others

- Accuracy and attention to detail

- Experience with ProSeries or similar tax software

- Ability to use technology for electronic correspondence, document storage and video meetings

- Willingness to promote tax services and cross-sell other financial planning services

 

Your focuses include:

- Work with clients and prepare tax returns for individuals, personal trusts, and small businesses

- Develop tax planning calculation and scenario analysis to existing clients throughout the year

- Stay up to date on state and federal tax laws

- Establish rapport with clients to build working relationships and increase retention

- Understand the diversified service offerings of our organization including our financial planning and wealth management and recommend services to clients

- Assist with overall business strategy for the tax division

- Establish and monitor operating budget for the division

- Manage project timelines and client expectations of timing on completion

Clear and positive communication with customers and team members

LPL Financial

Address

Temperance, MI
USA

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