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Seeking a Tax Planning Manager / CPA to join a well-established firm serving closely held businesses, business owners, and high-net-worth individuals. This role offers the opportunity to provide strategic tax planning and advisory services, develop innovative tax-saving strategies, and build long-term client relationships while working with a collaborative team. If you're looking for meaningful client work, competitive compensation, performance-based incentives, strong benefits, and an excellent work/life balance, this is an outstanding opportunity.
Responsibilities
- Provide tax advisory services to individuals, partnerships, corporations, and S-corporations for high-net-worth individuals and closely held businesses.
- Deliver high-quality tax planning and advisory services while serving as a trusted advisor to clients.
- Maintain proactive client communication, manage expectations, ensure satisfaction, and meet established deadlines.
- Develop and implement innovative tax strategies to optimize personal, estate, and business tax efficiencies.
- Perform ongoing analysis of clients' financial positions and tax projections, presenting recommendations during quarterly planning meetings.
- Analyze financial statements, identify key business indicators, and provide strategic recommendations for improvement.
- Consult with clients to improve accounting processes where appropriate.
- Respond to IRS and state tax authority inquiries and represent clients in tax-related matters.
Desired Skills & Experience
- Minimum of 5 years of experience in tax planning, tax preparation, and reviewing client work papers and income tax returns.
- Experience working with high-net-worth individuals, closely held businesses, partnerships, corporations, and S-corporations.
- Strong knowledge of individual, estate, partnership, and business tax forms.
- Experience researching, recommending, and implementing innovative tax-saving strategies.
- Strong analytical, financial statement analysis, and problem-solving skills.
- Excellent written and verbal communication skills with the ability to explain complex tax concepts clearly.
- Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook), Adobe Acrobat, and tax software such as Lacerte or comparable platforms.
- Bachelor's degree in Accounting, Finance, or another business-related field preferred.
- CPA or Enrolled Agent designation preferred.
Compensation & Benefits
- Salary: $120,000–$150,000 (commensurate with experience and qualifications)
- Performance-based bonus tied to billable hours and collections
- 401(k)
- Medical
- Dental
- Paid Time Off (PTO)
*On-site position in Salt Lake City, UT
JOB ID: 179216
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Amy Resendiz