CPA Tax Manager

The CPA Tax Manager at Smoker & Company will be responsible for leading and managing tax compliance and planning for a varied client portfolio. Key duties include reviewing tax returns for accuracy, developing tax strategies, mentoring junior staff, and ensuring excellent client relationships. As the primary contact for tax inquiries, you'll also conduct research on complex tax issues and collaborate with leadership on business development initiatives.

To qualify for the CPA Tax Manager role at Smoker & Company, candidates should have a bachelor’s degree in accounting, finance, or a related field, along with over 5 years of public accounting experience focused on tax. While a CPA or EA license is preferred, it is not mandatory. Candidates should possess strong knowledge of tax regulations and proficiency in tax software and Microsoft Office applications.

At Smoker & Company, we prioritize professional growth and development. As a CPA Tax Manager, you'll have the opportunity to mentor junior professionals, thereby enhancing not only your skills but also theirs. We provide access to training resources, workshops, and events that facilitate continuous learning and development within the realm of tax compliance and business services.

The work environment at Smoker & Company is dynamic and supportive, with options for a hybrid work model. We believe in fostering teamwork, collaboration, and a positive workplace culture. Team-building events and various employee engagement activities help to create a cohesive atmosphere where everyone can thrive and contribute to our mission of client service excellence.

A CPA Tax Manager at Smoker & Company can expect a competitive salary starting at $80K, depending on experience, along with an uncapped bonus plan. Additionally, we offer comprehensive medical, dental, and vision insurance, a 401k match, and the flexibility of a hybrid work environment. We are committed to providing our team with valuable benefits that enhance their overall quality of life.

In answering this question, detail your previous roles in tax compliance and how you've managed complex client portfolios. Highlight specific projects you've led, strategies you developed, and the outcomes achieved. Emphasizing your ability to stay current with tax regulations can also demonstrate your expertise.

It's important to discuss your time management and organizational skills here. Describe the tools or methods you use for tracking deadlines, prioritizing tasks based on urgency or complexity, and ensuring quality in all deliverables. Providing examples from past experiences can illustrate your ability to juggle multiple responsibilities efficiently.

Talk about your communication style and how you foster transparency and trust with clients. Give examples of how you keep clients informed about tax changes that affect them and your proactive approach to resolving issues. Sharing a success story where your relationship-building led to significant benefits for a client can be very impactful.

Be prepared to share a specific example that shows your problem-solving skills. Discuss the nature of the challenge, your analysis process, and how you implemented a solution. This showcases your analytical abilities and your capacity to handle complex situations in a tax environment effectively.

Discuss your familiarity with tax software, particularly if you have experience with UltraTax or other relevant programs. Demonstrate how you've used these tools to streamline the compliance process, enhance accuracy, and serve clients effectively. Mention any additional technical skills that complement your software knowledge.

In your response, highlight your dedication to professional development. Discuss any subscriptions to industry publications, participation in webinars or training sessions, or memberships in professional organizations that keep you informed on tax law changes and trends.

Sharing a specific coaching experience can highlight your leadership style. Discuss how you identified areas for development in junior staff, the approach you took to mentor them, and the results they achieved as a result. This reflects your commitment to fostering a collaborative team environment.

Discuss how you assess a client's financial situation and goals to formulate tailored tax strategies. Mention any analytical tools or methodologies you use to identify opportunities for tax optimization. Emphasizing a client-focused approach will highlight your understanding of their needs.

Integrity is paramount in accounting roles. Explain your perspective on ethics in tax management and share a situation where you faced an ethical challenge. Discuss how you navigated the dilemma while maintaining compliance and professional standards.

Identify key skills such as leadership, analytical thinking, communication, and client service. Tie each skill back to your experiences and accomplishments to showcase how you exemplify them in your work. This provides a well-rounded picture of your qualifications for the role.