Location: Kirkwood, Missouri
Employment Type: Full-Time
Salary: $120,000
About the Organization
The organization is a professional accounting and advisory firm that provides comprehensive financial services to businesses and organizations. The firm offers tax services, outsourced accounting, payroll and CFO support, financial statement preparation, reporting, and business advisory services. With a focus on personalized client service, financial expertise, and practical business insights, the organization helps clients make informed financial decisions and navigate an evolving business environment.
Position Summary
The Tax Manager will be responsible for managing client assignments and projects while delivering high-quality tax services. This position requires strong technical tax knowledge, leadership capabilities, excellent communication skills, project management abilities, and strong client relationship skills.
The Manager will work closely with partners, clients, and tax/accounting professionals to ensure assignments are completed accurately, efficiently, and within established deadlines.
Key Responsibilities- Review tax returns for:
- Corporate
- Partnership
- Individual
- Trusts & Estates
- Gift Tax
- Private Foundations
- Prepare and review year-end tax projections.
- Analyze tax planning strategies and present recommendations to clients.
- Research and support tax return positions.
- Research and develop tax planning strategies.
- Manage staff assignments, training, coaching, and development.
- Plan, organize, and manage multiple projects and resources.
- Track project schedules and due dates.
- Develop and maintain long-term client relationships.
- Serve as a bridge between clients, staff, and partners.
- Develop and improve processes and procedures to maintain quality, efficiency, and consistency.
- Ensure staff understand and properly follow established procedures.
- Ensure projects and tax returns are accurate, complete, well-documented, and client-ready before partner review.
- Maintain organized files, project records, notes, and task tracking.
- Lead by example and help staff prioritize work and meet deadlines.
- Anticipate project issues, evaluate alternatives, and take appropriate action to resolve them.
- Manage assignment budgets and profitability.
- Identify opportunities for additional value-added services and cross-selling.
- Support recruitment, business development, retention, and firm-wide initiatives.
- Develop functional specialization and/or industry expertise.
- Share knowledge and actively support team development.
- Coach and mentor less experienced team members.
- Strong business acumen
- Strong technical tax knowledge and skills
- Project management capabilities
- Team leadership and coaching skills
- Strong client relationship skills
- Excellent communication
- Strong organization and attention to detail
- Ability to manage multiple priorities and deadlines
- Bachelor’s degree in Accounting, Finance, or a related field.
- Active CPA license required.
- Strong technical tax experience.
- Demonstrated leadership and management experience.
- Experience reviewing multiple types of tax returns.
- Strong tax research, planning, and projection experience.
- Experience training and developing staff.
- Strong client-facing and relationship management experience.
- Strong project management and organizational skills.
- Ability to lead, motivate, and coach teams.
- Strong understanding of professional services and client needs.
- Assignments completed within established timeframes and budgets.
- High level of client satisfaction.
- Business development and cross-selling results.
- Team satisfaction and development.
- Participation in firm-wide recruitment, business development, and retention initiatives.
401(k): Employer matches up to 4% of the employee’s elective deferral. New employees become eligible to participate beginning the first month after 60 days of employment.
Paid Time Off: 15 days per year, increasing to 20 days after four years with the firm. Restrictions may apply from November 30 through April 30.
Paid Holidays: New Year’s Day, April 16th, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday after Thanksgiving, and Christmas Day.
Health Insurance: Employer pays 100% of the premium for the employee’s high-deductible health insurance coverage eligible for HSA participation, effective the first day of the calendar month coinciding with or following completion of 30 consecutive days of active employment.
Life Insurance: $50,000 group term life insurance is provided.
Disability Insurance: Long-term and short-term disability insurance is provided based on compensation.
Cafeteria Plan: Available for dental insurance, family health insurance, and HSA funding.
HSA Funding: Employer provides a 50% match up to $25 per pay period.
License & Professional Dues: Employer pays annual Missouri CPA license renewal, PTIN renewal fees, MOCPA membership dues, and AICPA membership for Managers and above.
CPE: Employer pays for continuing education required to maintain the CPA license.
Candidate FocusPlease prioritize candidates with:
- Active CPA license
- Strong public accounting/tax background
- Tax Manager or similar supervisory/management experience
- Strong tax return review experience
- Corporate, partnership, individual, trust & estate, gift tax, and/or private foundation experience
- Tax planning and projection experience
- Proven staff leadership, coaching, and development experience
- Strong client-facing and communication skills
Skills Required
- Bachelor's degree in Accounting, Finance, or a related field
- Active CPA license
- Strong technical tax experience
- Leadership and management experience
- Experience reviewing multiple types of tax returns
- Tax research, planning, and projection experience
- Experience training and developing staff
- Client-facing and relationship management experience
- Project management and organizational skills
- Ability to lead, motivate, and coach teams
- Understanding of professional services and client needs
What We Do
WHO Founded in 2006 and headquartered in Redmond, WA. Our Senior Leadership team has more than 137 years of combined experience in the Telecommunications and Software Industry. Inabia is built on family values and close-knit culture. This commitment extends to the relationships we build with both our employees and our business partnerships. As a Minority Certified business, we strive to positively impact society through technology, people, and innovation. WHAT For over a decade, we have been providing powerful IT and business solutions to individuals and businesses alike. Here at Inabia, we believe that our success reflects our clients’ success. HOW We are fortunate to be situated in a city where technology and innovation is not only appreciated; but part of day to day lives. We are a growing company that has adapted and evolved our approach, helping us to exceed the ever-changing needs and requirements of our clients. WHY We are a company that fosters and values relationships, as a result many of our clients have been with us from the start of our journey. We ensure that our partners have access to best-in-class professional support, management consulting and staffing services. We make sure our consultants are carefully screened and selected based on their experience. This process ensures that we meet or exceed the specific needs of our clients.
