Tax Accounting Manager

Job Duties: 

In general, plan, direct, oversee, and manage the preparation and review of client tax returns including the following specific duties:

  • Reconciling accounting business records and financial statements to ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings.
  • Review staff-prepared individual, business, and trust income tax returns for accuracy, documentation, and quality control. Prepare client’s annual tax projections using tax software programs UltraTax, SurePrep, CS Practice, ONVIO, Checkpoint, and BNA, as well as Excel and QuickBooks®.
  • Maintain procedures and calendar plan for the timely filing of tax returns by tax team based on external deadlines and communicate effective control procedures over all aspects of the due date process.
  • Supervise members of the tax team. Prepare manuals, checklists, step-by-step instructions, hold team meetings, resolve complex questions, delegate work, and mentor for greater effectiveness.
  • Communicate with clients to examine, assess, develop, and implement strategic tax planning on all required federal and state taxes. Advise management and staff on creative tax planning strategies based on new legislative and regulatory tax law developments.
  • Evaluate operations and methods. Make recommendations for system and process improvement. Recommend solutions to improve tax return procedures and filings.

Required Minimum Education: Master’s Degree in Accounting, Economics or closely related.

Required Minimum Experience: 2 years of experience in the job offered or as Accountant/Accounting. In lieu of 2 years of experience in the job offered, we alternatively accept 2 years of experience in the following: Reconciling corporate accounts and financial statements and in business, individual, and trust tax return preparation.

Special Requirements: Requires Active CPA License

Send resume to Brookside Advisors, 3223 Arapahoe Ave., Suite 305, Boulder, CO 80303. Email resume to Rick Bedell: rick@brooksideadvisors.com.