Tax & Business Services Manager
Do you love tax, like accounting, enjoy helping businesses, but tire of the public accounting grind?
Family Legacy, a premier accounting and investment service provider is seeking an experienced CPA or EA to join the team.
This position offers the unique opportunity to solve complex financial challenges while fostering relationships with clients, ultimately enhancing their legacies. We are seeking people who want to be part of a growing team doing meaningful work. We offer paid time off, full health benefits including medical, vision and dental, plus continuing educational benefits, a retirement plan, and other long-term possibilities.
Responsibilities
In this position, you will serve our diverse portfolio of business and individual clients and will be responsible for providing a range of services including:
• Building relationships with clients
• Tax compliance and planning
• Managing monthly accounting team
• General accounting
• Financial planning analysis
• Retirement plan planning, set-up, management
Education And Experience
• Licensed CPA or Enrolled Agent
• Minimum 2-8 years of experience
• Business and Individual tax preparation experience
• Quickbooks Online experience
Skills Required
• Problem solver
• Ability to multi-task and balance multiple priorities simultaneously
• Self-motivated, leadership ability - capable of identifying tasks and prioritizing completion
• Ability to work independently
• Ability to communicate effectively
• Ability and willingness to learn
• Able to deal with stressful situations
Financial Services
Business Development and Sales
Full-time