US Tax Manager

Agate CPA is excited to be hiring for a tax manager!

WHAT’S IN IT FOR YOU?
– Competitive salary (depending on skills and experience)
– 13th month pay
– Annual salary increase based on performance;
– 10 days of PTO plus 10 PH holidays
– Dayshift schedule: work from 6AM-3PM PH time with some flexibility. No nights or weekends.
– Work from your home with equipment provided
– Full-time role as Independent Contractor
– Long term opportunity with career growth and advancement
– Enjoy working with a relationship-based company that cares for our people and clients, embraces technology, and promotes a fun & professional atmosphere

DUTIES AND RESPONSIBILITIES:
– Tax return review from start to finish. This includes reviewing workpapers prepared by tax staff, reviewing tax returns prepared by tax staff, supervising and training tax staff, researching tax rules, and analyzing IRS transcripts for needed information.
– Tax return preparation from start to finish. This includes preparing workpapers, analyzing client documents and communications, request needed information from clients, preparing tax returns, self-review of tax returns before submitting for review.
– Create and follow processes.
– Collaborate with the team to discuss project timelines, identify process improvements and implement best practices.
– Assist in ad-hoc projects and other tasks as assigned.

QUALIFICATIONS
– Bachelor’s degree in accounting or a related field.
– Minimum of 6 years of hands-on experience in US tax within a US accounting/tax firm. Significant experience preparing Forms 1040 and 1120S and at least some exposure to Forms 1120 and 1065. Minimum 2 years supervising tax staff and reviewing tax returns.
– Sufficient exposure to QuickBooks Online (QBO) to feel comfortable making journal entries in client QBO files.
– Excellent communication skills, both written and verbal, to effectively interact with clients and internal team members.
– Proficiency in Microsoft Office 365, specifically Excel, Teams, and Sharepoint.
– Exposure to Drake tax software, TaxDome, and ClickUp will be helpful, but not necessary.

ADDITIONAL REQUIREMENTS
– Reliable, stable and high-speed home internet access.
– Secluded workstation to ensure a private and distraction free space
– Data security conscious. We highly value being respectful of our clients’ confidential information.

DESCRIPTION OF IDEAL CANDIDATE
– Kind: You are skilled and competent, exemplifying kindness and empathy in interactions, fostering positive relationships with colleagues and clients.
– Critical Thinker: You approach problems strategically and analytically, dissecting complex issues to draw insightful conclusions with keen attention to detail.
Independent and Flexible: You take ownership of tasks, excel in various settings, and adapt readily to changes.
– Highly Organized: You manage your time, tasks, and resources systematically and efficiently.
– Proactive and Self-Starter: You take initiative, drive projects forward, and anticipate needs, seizing opportunities without waiting for instructions.
– Communicative and Collaborative: You engage in open dialogue, actively contribute to discussions, share ideas seamlessly, and build positive team relationships.

Are you the Tax Manager we’ve been looking for?

Submit your application now. We look forward to hearing from you soon!