Job Description
Job Description
Cherokee CPA Services PC in Holly Springs, GA, US is seeking a Tax Manager to join our team.
This is an In-Office only Position. You must be available to work in our Holly Springs, Georgia office.
Our firm is known for its commitment to excellence and client satisfaction.
As a Tax Manager, you will be responsible for managing client relationships, providing expert tax preparation, planning, and financial review, while ensuring compliance with all relevant regulations.
You will have the opportunity to work with a dedicated team of professionals who are passionate about delivering top-notch service to clients.
The salary for this position ranges from $110,000 to $150,000, depending on experience. Benefits include generous PTO, Health Reimbursement, Retirement Match, and other bonuses.
In addition to technical requirements, we are looking for a team member who conveys the following:
- Eager to contribute to the success and growth of small businesses
- Committed to positively influencing and supporting small businesses in their journey
If you are a skilled tax professional looking to make a meaningful impact, we welcome you to apply.
Compensation:
$110,000 - $150,000 yearly
Responsibilities:
Tax and Accounting:
- Prepare and review individual and business tax returns, ensuring compliance with federal, state, and local tax laws.
- Provide tax planning and consulting services to clients, identifying tax-saving opportunities and strategies.
- Assist clients in resolving tax-related issues and responding to tax authorities' inquiries or audits.
- Financial Reporting using QuickBooks Online.
- Prepare and analyze monthly financial statements.
- Identify financial risks, internal control weaknesses, and recommend improvements to enhance clients' financial operations.
Business Consulting:
- Advise clients on financial and business matters, including budgeting, cash flow management, investment decisions, and business expansion.
- Assist with mergers, acquisitions, and other transactions by conducting due diligence, financial analysis, and providing recommendations.
- Help clients implement accounting systems, internal controls, and processes to streamline operations and enhance efficiency.
Client Relationship Management:
- Build and maintain strong relationships with clients, understanding their financial needs and objectives.
- Provide exceptional client service by addressing inquiries, resolving issues, and offering proactive financial advice.
- Stay updated on changes in tax laws, accounting standards, and industry regulations to provide accurate and relevant guidance to clients.
Compliance and Ethics:
- Ensure compliance with professional standards, ethical guidelines, and applicable laws and regulations.
- Safeguard client confidentiality and maintain the highest level of integrity in handling financial information.
- Adhere to firm policies and procedures, including KPI Management, documentation, and quality control standards.
Qualifications:
- 5+ years of experience in business and personal tax preparation and advisory.
- 3-5 years of experience with tax planning and strategy.
- Proficiency with QuickBooks and a solid understanding of bookkeeping entries.
- Excellent analytical and problem-solving skills.
- Detail-oriented and able to work against deadlines.
- Tech-savvy, with an aptitude for understanding software applications and systems to streamline processes.
- CPA or EA designation preferred.
About Company
Cherokee CPA Services PC only works with small businesses to provide monthly accounting services, tax advisory, and preparation. We leverage technology to deliver an excellent client experience, which helps us stand out from our competitors.
We lead by example by having a clear mission and core values that align with the superior service we want to deliver to clients while supporting the work/life balance we want our team to have - even during tax season!
We foster a fun and flexible work environment with a company culture that allows employees to achieve the balance they need to have successful home lives.
We also do not track time and instead measure success by tracking client deliverables and satisfaction.