Description

CPA preferred or EA

Small CPA firm seeks Tax Manager with strong background in individual tax returns, ideally including expatriate and foreign national taxation.  Heavy workload during tax season and other deadline timeframes.  Flexible part-time hours during the off-season.  Hourly compensation with time and a half for overtime. Position can be remote, hybrid or on-site in our non-smoking Falls Church, VA location.

The ideal candidate will manage the tax practice under the supervision and guidance of the owner of the firm.  You need to have a strong work ethic in providing outstanding client service.  You must be able to work independently in managing workloads while supervising tax staff.  You must be willing to work overtime as needed, particularly in the weeks leading up to the April 15 and Oct 15 tax deadlines.  You must be efficient with your time management skills to ensure deadlines are met and client expectations exceeded.  

Your responsibilities include but are not limited to:

        interfacing with clients, through email, video calls and in person meetings,

        supervision of tax preparer and administrative tax staff,

        detailed review and e-filing of tax returns and FBARs,

        identify issues, research tax law and prepare written memorandum and client communications,

        billing and collections,

        due date management for tax returns and other deliverables

        quarterly estimates,

        tax planning,

        assistance with staff training

        perform updates on ProSystem fx tax software

Requirements

        At least 6 years of tax experience, including at least 2 years reviewing complex returns

        Experience preferred in expatriate and foreign national tax, including PFICs, tax treaties, FBARs, streamlined procedures, etc.

        Excellent written and oral communication skills

        Proficiency in ProSystem fx or similar tax preparation software

        Have or be able to obtain a PTIN

        A passion for excellency, professionalism, efficiency and accuracy in your work

        A positive attitude with the ability to work well under pressure and deadlines

        Willingness to work overtime as needed to meet deadlines

The principal of the firm is a Registered Investment Advisor.  If an offer of employment is made, you will be required to undergo an FBI background check as required by FINRA.