Tax Manager

Craddock Financial Management, PLLC   Bixby, OK   Full-time     Accounting
Posted on May 30, 2022

South Tulsa/Bixby specialty CPA & Financial Planning firm, with national clientele, is seeking a seasoned public accountant for a tax manager position. The role has will have unlimited career potential.  The candidate will work directly with the partner and clients in a relaxed and professional environment preparing various types of basic to complex tax returns.  This is a rewarding position with an excellent opportunity for professional and income growth in a friendly environment.

The primary focus of this firm is tax, fee based financial planning, and business consulting.  The firm has a family-oriented small office culture, provides the tools needed to succeed including coverage for CPE, professional organizations, etc., and offers flexible hours and some work from home opportunities.  No travel is required and minimal overtime.

Qualified Candidate:

  • Have a bachelor's degree in accounting or finance from an accredited institution, CPA or CPA eligibility is a must
  • 4+ years in public accounting with current public accounting experience a must
  • Must have 4+ years of experience in the preparation of federal and state tax returns for individuals, corporations, and partnerships
  • Tax Senior or higher career advancement is a must
  • Must be able to demonstrate career advancement
  • Organization skills are required
  • Must have experience with tax research
  • Experience with Ultra Tax CS, Excel, QuickBooks, and other Microsoft Office software preferred
  • Experience with Planner CS Income Tax Planning Software is a plus
  • Knowledge of dental industry is a plus
  • Desire to obtain CFP® license is a plus

 

Responsibilities:

  • Preparation of various tax returns including partnership, corporate, individual and business personal property tax returns
  • Assist with workflow planning to ensure timely completion of tax returns
  • Communication with clients as needed to facilitate completion of tax returns that ensure the highest quality tax product is provided
  • Assistance with the preparation of year-end tax projections
  • Participation in financial planning meetings
  • Write responses to IRS notices
  • Assistance with tax audits
  • Research tax issues as needed
  • Managing and following-up on projects using Practice CS to ensure timely follow-up and meeting client expectations
  • Billing clients with the delivery of their income tax returns

Craddock Financial Management, PLLC

13161 South Memorial Drive, Suite A101
Bixby , OK
www.craddockfinancialmanagement.com