Roach & Associates

We are seeking an energetic, passionate, self-motivated Tax Manager to join our growing team.  We are a CPA firm dedicated to excellent client service with tax, consulting and accounting work.   Ideal candidate must exhibit exceptional client service and professionalism in all interaction and communication, high level of interpersonal skills to handle sensitive information, as well as the ability to work in a fast-paced environment.   Our goal is to reimagine the CPA firm - the result of how we do this is working 50 hours during tax season.  

We are a modern & evolving boutique CPA and consulting firm that defies the perceptions of the traditional CPA model.  We embody work life balance in an evolving world.  Our culture is a top priority, while making sure our employees have purpose and fulfillment in their career.  We offer flexible schedules, maternity/paternity leave programs, health insurance, and competitive salary.   

The Tax Manager is responsible for the following:

• Reviewing individual and business tax returns
• Reviewing tax plans and quarterly estimate planning
• Lead tax department in an efficient, modern way
• Mentor and train
• Research tax issues
• Manage multiple clients, team members, deadlines & projects simultaneously
• Special projects as assigned
• Managing clients on a monthly basis including:
• Meeting with clients
• Communicating with clients on day to day issues in a timely manner
• Provide client with solutions to tax and related issues

The candidate must be:
•    Willing to evolve with a growing practice
•    Self-motivated, strong work ethic, and ability to multitask
•    Ability to prioritize and meet deadlines in a timely manner
•    Strong attention to detail, focus on accuracy, and methodical on process in concurrent projects
•    Excellent follow through with willingness to do what it takes to complete a task
•    Demonstrate superior leadership skills, team player, and work well independently

Qualifications:
•    Minimum 3 years of tax manager experience
•    Effective task management, dedication to high quality service, and thorough attention to detail and accuracy
•    Excellent written and oral communication skills
•    Proficient with Microsoft Office Suite – especially Excel, Word, and Outlook
•    Experience with CCH Axcess a plus