Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking an Associate Manager, Tax Consulting who is a talented Tax Planner (Required: Enrolled Agent) with strong values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.
What you will do:
The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
* Preparation of federal and state income tax returns for individuals, partnerships, corporations, and trusts.
* Review and analysis of tax laws and regulations to ensure compliance with government regulations.
* Apply functional knowledge to understand potential tax issues and participate in tax planning.
* Assist with identifying and implementing tax savings strategies for clients.
* Communicate with clients to gather necessary information and to explain tax laws and regulations.
* Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
* Train junior Tax Associates and seasonal staff in preparing tax returns for clients based on accepted company standards.
* Time scheduling of seasonal data entry staff and front desk reception staff.
* Office supply ordering and delegation.
* Develop and revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined SLA.
* Monitor Key Performance Indicators for Tax business and coach team members to greater achievement.
* Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
* Continuous learning to keep up to date with changes in tax laws and regulations.
* Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.
* Other job duties as defined.
What you need to have:
* A Bachelor's Degree in Accounting and active Enrolled Agent designation are required.
* A Master's Degree in Taxation or MBA is preferred.
* 3-5 years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns.
* Experience preparing complex returns (individual, trust, partnerships).
* Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture.
* Broad knowledge of state taxes including income, franchise, and transactional tax.
* Ability to work and deliver quality products under tight tax deadlines.
* Excellent communication skills must be a team player.
* Strong analytical skills.
* Proficient in Excel.
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