Tax Manager Work/Life Balance CPA interested in more planning!

  • Full-time

Company Description

The Opportunity

We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers its employees flexible scheduling and a family friendly environment to accommodate an enjoyable work/life balance. At Moser & Company, CPA’s, we’ve been serving Eastside businesses & families for 30+ years by providing comprehensive solutions to a smaller group of clients. We generate more revenue from fewer clients to tame the tax season grind!  We strive to make work fun!  Our staff is our secret sauce, we take care of you so you can focus on taking care of our clients!  

  • Our firm’s culture is very unanimous, no one person is more important than the next. We have unity, open doors, and value every staff member’s opinion. You will be welcomed into a small-office atmosphere made up of a friendly, diverse, talented staff where your vote counts. 
  • Are you looking for a platform to provide top quality comprehensive wealth management services to high-net-worth individuals, families, and business owners driven by sophisticated tax and financial planning concepts? 
  • Are you looking for a challenging environment where you can develop new skills working with experienced professionals with a track record of success?  

Why Should You Apply?

  • Make a difference. Our team is committed to our clients, our communities, and each other
  • Lifestyle. We drive strategy through innovation. We do honorable work, and we live our core beliefs
  • Remote work available upon demonstration and understanding of firm processes
  • Great benefits and comp-time opens the door to a flexible schedule
  • Flexible hours
  • Small-office atmosphere
  • Unlimited advancement opportunities with potential for firm equity
  • Work/Life Balance with reasonable tax season hours
  • A client to staff ratio under 30/1   
  • Learn how to develop your business generation skills

Job Description

Tax Manager CPA. Your starting salary is set by applying your skills to the Robert Half Salary Guide; then we add performance bonuses based on both firm and individual performance plus paid professional memberships and ongoing training.

  • We also offer medical coverage, 401(k) Profit Sharing, Cafeteria plan benefits.
  • Twenty (20) benefit days (PTO) for full time employees, with the opportunity to accrue an additional 5 benefit days per year after 5 years of full-time service.

Responsibilities:  We are expanding staff to meet the needs of our growing firm. In this position, you will be responsible for the preparation of federal, state, individual, and business income tax returns (1040, 1120S, 1120, 1065, and 1041) as well as reviewing work prepared by other staff. Experience in the following areas is a plus:  technical review of tax returns, financial planning, tax planning, dealing with IRS controversies and financial statement preparation including compilations and reviews. Your people skills will help you advise clients regarding bookkeeping, payroll, accounting system setup, and general tax inquiries.  We are looking for leaders with a proven track record who are comfortable managing client relationships. Ability to excel in a team environment and make contributions to develop the firms existing processes and procedures is essential.  Bring your willingness to learn to our firm and we’ll support your professional growth.  

The Location: Our office is in NW Bellevue, WA. This is a great location in close proximity to downtown but without the rush hour traffic. We have our own free parking lot with easy freeway access and numerous options for entertaining kids.  

 

Qualifications

  • CPA license with Public Accounting experience (required)
  • 10+ years of recent technical tax experience (required) with heavy business and individual tax background
  • Dealing with IRS regarding tax controversy issues
  • Staff supervisory skills
  • Excellent time management, organizational and critical thinking skills
  • Attention to detail with strong analytical skills
  • Solid understanding of software such as QuickBooks and MS Office
  • Experienced in technical review of tax returns and identification of tax savings opportunities
  • Strong written and verbal communication skills
  • Ability to think outside the box to solve complex problems
  • Commitment to continuous professional skills improvement
  • High ethical standards and professionalism
  • Understanding of generally accepted accounting principles and concepts (GAAP) a plus
  • Experience in financial statement preparation including compilations and reviews, a plus
  • Financial Planning experience or desire to develop skills, a plus

 

Additional Information

Apply by submitting cover letter and resume in PDF form.