THE FIRM
A reputable public accounting firm located near Lake Shore Drive in Michigan, just hours from Chicago, is seeking a seasoned CPA Tax Manager. With over 30 years of experience, the firm specializes in tax, audit, accounting, and financial advisory services for businesses and high net worth individuals.
The firm is very client-focused. They value building lasting relationships, where trust, integrity, and personal-attention go a long way in helping clients achieve their financial goals. Compensation for this position is up to $180,000 to start, with potential ownership in the firm also available. They are open to candidates from anywhere in the U.S. willing to relocate, and will consider hybrid work arrangements.
THE ROLE
For this role, they are looking for a Tax Manager and advisor, who will bring their years of experienced leadership and expertise to support our tax and advisory team. This is a hands-on position where you will very much be involved in the work, but you’ll also be guiding and mentoring your team.
You excel at managing multiple clients and projects simultaneously, and always have a sense of the bigger picture. When analyzing and researching issues, you’re thinking through the impact of each decision on the client, but also on the direction of the firm. Your solutions are effective because you discern circumstances with precision and heart.
As a primary client relationship manager, your participation is integral to:
Coordination with other professional staff to provide business owners and individuals a comprehensive tax, financial, and insurance plan
Review and preparation of corporate, partnership, and individual tax returns
Leading, training and mentoring team members
The ideal candidate will have:
5-10+ years of recent tax preparation experience in public accounting required
3+ years of recent experience reviewing various types of returns ranging in complexity preferred
Experience with tax and estate planning, and an innate desire to serve clients
Licensed CPA preferred. CPA candidates actively pursuing licensure will also be considered
Bachelor’s degree in Accounting
Compensation:
$120,000-180,000 per year, paid hourly; commensurate with experience
Benefits and work environment:
Direct path to ownership available for those interested and aligned with firm culture and vision
401(k) with up to 4% company match with immediate vesting upon hire
Individual health, life, and disability insurance covered 100%
HSA eligible insurance plan: $600/year contributed by company
Relocation assistance available
Dental and vision insurance available
Flexible benefits/dependent care
3 weeks paid vacation time per year
40 hours paid sick time per year
8 hours paid personal time per year
Overtime paid at 1.5x the regular hourly rate during tax season, with option to bank hours to be used for additional paid time off during non-tax season
Year-end performance bonus
New client bonus incentive: 10% of first year's billings
Flexible work schedule
Remote work options available for those with successful prior experience working in a remote environment
While the team is local to southwest Michigan, they are open to this position being a hybrid/remote role for candidates who have a successful track record of remote public accounting experience.
They also feel strongly about supporting those in the profession committed to continuing their careers while balancing family responsibilities, and are therefore open to part-time arrangements as well.
