Job description
We understand you want to do more than just earn a living. A good job is simply a starting point for reaching your real end goal; living your best life. We also know our clients’ success depends on yours, both personally and professionally. When we feel our best, our clients get our best, which is why at Woltman Group our culture is focused on your success as a person – not just a professional. We strive to maintain an environment where our people can develop strong connections and meaningful relationships.
As a Senior Tax Manager you will:
- Assist in the preparation of tax returns and provide consulting and advisory services for various business and individual clients.
- Assist Partners with non-assigned client relationships, projects and research
- Review various tax returns - individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs.
- Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions.
- Conduct tax research and provide effective solutions for management.
- Supervise, mentor and provide assistance to tax staff.
- Ensure client satisfaction, manage deadlines, and proactively innovate tax strategies.
- Develop skills to attract new clients and market the company's services and products to existing clients.
- Work closely with Partners, Directors, Senior Managers, and Staff on client management, professional development, and business development activities.
- Keep abreast of any legislative or professional changes and consult with clients on potential implications.
- Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner.
Successful candidates for this role have:
- A bachelor's degree in Accounting
- A CPA license
- A minimum of 7+ years of recent experience in Public Accounting with an emphasis in taxation.
- An understanding of tax code and technical aspects of tax preparation and compliance.
- The ability to work closely with clients to answer questions or to collect necessary information for tax filings.
- A strong ability to manage multiple projects and meet deadlines.
Benefits offered at Woltman Group:
- Health Insurance
- Vision Insurance
- Dental Insurance
- Company Paid Life Insurance and AD&D
- Company Paid Short-Term & Long-Term Disability Insurance
- Voluntary Employee, Spouse, and Child Life Insurance
- Wellness Reimbursement
- Generous Vacation Package
- 8 Paid Holidays
- 2 Weeks Paid Maternity/Paternity/Adoption Leave
- 401(k) Plan with Company Contributions
- Flexible Schedule
- Remote/Hybrid/Office Options
Woltman Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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