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Position Title: CPA – Tax Manager
Location: Klein Integrated Wealth Management
Department Title: Accounting/Finance
CPA- Tax Manager: Primary Objective:
Klein Integrated Wealth Management is a small financial planning firm established for over 30 years located in Tomball, Texas. We are very client-oriented and focus on advising/assisting our clients with their tax planning/preparation. Our company culture is very team-oriented, and collaboration is key to our positive office environment. This position directly supports the Klein Integrated Wealth Management mission of providing the highest level of service and professionalism. The Tax Manager will facilitate assigned projects by serving as a liaison between the financial planning department and the tax teams. This role is an integral part of the Executive team and will be required to sign off on tax returns.
The CPA- Tax Manager will be responsible for the final sign-off on individual and business tax returns. The Tax Manager will also play an integral role with our Executive team and will be meeting with our clients to advise on tax planning and preparation.
Find tax solutions to complicated tax issues or errors from incorrect tax filings
Identify legal tax savings and recommend ways to improve profits
Responsible for approval and signature of final tax return for clients
Make sure that clients comply with federal, state and local tax regulations
Advise management about the impact of tax liabilities and corporate strategies or new tax laws
Keep up to date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications
Working knowledge of Thompson-Reuters CS Ultra Tax
Understanding of QuickBooks
Understanding in Excel
Must be able to meet with clients to gather information, answer calls and do research as needed for tax advising
Management of the Tax Team
Education, Experience and Skills
Must have at least 5 years of business and individual tax preparation in a public accounting firm
Ability to work independently
Communication, organization, and interpersonal skills
Other Job Requirements
Perform varied job responsibilities as needed to support and contribute to the success of Klein Integrated Wealth Management. Always be willing to adapt and embrace changes as needed to accommodate growth and result in exceeding all goals.
This position is an integral part of the team and will involve oversight and management of the Tax team.
Prolonged periods of sitting or standing at a desk and working on a computer.
Klein Integrated Wealth Management is a financial planning firm established for over 30 years and located in Tomball. We are very client-oriented and focus on advising/assisting our clients with their tax planning/preparation. Our company culture is very team-oriented and collaboration is key to our positive office environment.