Tax Manager Job at Daffin Financial LLC, Remote

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  • Daffin Financial LLC
  • Remote

Job Description

About the Tax Manager position

Like all our positions, this job is fully remote . This position offers the opportunity to help build a tax service line in a vibrant and caring culture that allows you to work with full autonomy. In addition, of course, to great pay and benefits. We are looking for someone who really loves tax and has the desire and ability to help us build an exceptional tax service line, with a focus on managing the compliance side of our tax services. We have great clients, a wonderful culture, and major ambitions to build an innovative tax service line that supports our mission of helping our clients achieve financial freedom. Our firm is well established and has always provided tax services, but we are entering a new era of growth and we need a tax expert that will own the world of income tax compliance within our firm. 

What Your Day to Day Will Look Like:

  • Manage all aspects of client income tax compliance

    • Prepare income tax returns (all entity types and individual)

    • Prepare estimated tax payments

    • Research complex tax subjects

    • Meet with clients

    • Advise clients on compliance matters

    • Review income tax returns

    • Supervise and review senior accountant's work

    • Correspond with tax authorities

    • Assist the senior manager with preparing tax plans

    • Manage tax workflows in our practice management system (Karbon)

  • Other Job Responsibilities

    • Monitor federal and state tax updates
    • Review and update tax work templates
    • Review and update tax organizer templates
    • Develop work paper templates for tax services and related deliverables
    • Assist with development of tax services packages for business development
    • Assist the CEO with business development strategies for existing tax clients
    • Assist with some bookkeeping work

What You Need to Succeed:

  • Ability to deliver spectacular client service, with great communication skills 

  • Ability to easily explain difficult concepts

  • Problem solver

  • Tech-savvy (with a focus on AI)

  • Detail-oriented

  • Self starter

  • Desire to grow and learn

  • 3+ years of income tax compliance experience

  • Experience performing and documenting tax research on complex topics

  • Experience with QuickBooks Online and Intuit ProConnect Tax

Job Tags

Remote job, Full time,

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