Since we are a mid-sized CPA firm, we require fewer hours compared to the Top 10 accounting firms and shorter summer hours, and you get to wear different hats. You’ll have the opportunity to work with different departments, have more client interaction, and learn new things.
At Smith Schafer, your investment of time and expertise will be rewarded with competitive pay, benefits, career opportunities, and professional development.
Smith Schafer is currently seeking an experienced Tax Manager to join our team. This individual will have the opportunity to lead and manage multiple tax engagements and staff deliverables by preparing complex individual and business tax returns, reviewing financial statements and tax planning projections besides researching complex technical tax issues. Our managers hire, train, and manage accountants and provide input on important operational decisions. Besides delivering high quality service to our clients, our managers help lead the firm in meeting the Tax Department's goals and initiatives. They will grow in their career by building client relationships, managing client projects and supporting business development efforts.
Assists with business development efforts by meeting with prospective clients, preparing quotes and proposals, and evaluating client needs.
Develops, builds, and manages prospective and existing client relationships.
Be involved in professional and community activities and participate in firm-wide marketing initiatives and efforts.
Communicates effectively with existing clients, colleagues, management, and IRS representatives regarding a variety of tax matters.
Provides and supports employee training for new hires and existing staff, which includes reviewing and evaluating their work and providing leadership and training for senior and staff accountants and seasonal interns.
Reviews individual and business tax returns and assists with tax planning.
Needs to review and understand the various financial documents and statements from clients.
Prepares client billings in a timely manner and follows-up with clients regarding unpaid invoices.
Handles sensitive and confidential information with discretion.
Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
Works effectively in a team environment with principals, managers, and staff.
BA/BS in Accounting/Finance or related field.
5 years of similar tax and accounting experience in a CPA firm.
Strong technical, analytical, and organizational skills.
Proficient in Excel and Word.
Excellent verbal and written communication skills.
High level of prioritization and exceptional attention to detail.
5-7 Years of similar tax and accounting experience in a CPA firm.
Experience with ProSystems Tax Preparation software and QuickBooks.
CPA exam passed and license is active or actively working toward passing CPA exam.
Customer-service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable, and reliable.
Smith Schafer, an award-winning, multi-office accounting and consulting CPA firm. We are mostly known for helping local, Minnesota businesses grow with accounting and consulting solutions. People often refer to us as a helpful business advisor. We provide proactive solutions, deep expertise, and personal relationships, allowing our clients more time to work on growing their business. As an award-winning CPA firm, we have been featured on Forbes Top Tax Firm list and awarded the Top 175 Workplaces in Minnesota by the Star Tribune.
Why Work for Smith Schafer?
•95% of our team members say that they feel genuinely appreciated at Smith Schafer.
•90% of our team members say that Smith Schafer enable them to work at the full potential.