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Fully Remote** About the Senior Manager position Like all our positions, this job is fully remote and offers unlimited PTO. This position offers the opportunity to build a tax service line in a vibrant and caring culture that allows you to work with full autonomy. In addition, of course, to great pay and benefits. We are looking for someone who really loves tax and has the desire and ability to help us build an exceptional tax service line. One that stands out from the competition. We have great clients, a wonderful culture, and major ambitions to build a large tax service line that supports our mission of helping our clients achieve financial freedom. Our firm is well established and has always provided tax services, but we are entering a new era of growth and we need a tax expert that will really own the world of tax within our firm. What Your Day to Day Will Look Like: - Manage all aspects of clients' tax planning, advisory, and return preparation. - Research complex tax subjects - Prepare tax planning and advisory memos for clients on complex tax subjects. - Prepare full written tax plans. - Prepare quarterly updates to tax plans. - Meet with clients. - Review tax returns - Supervise and review work prepared by senior accountants and managers. - Correspond with tax authorities. Other Job Responsibilities - Monitor federal and state tax updates. - Prepare a monthly email tax update for clients. - Review and update tax work templates. - Review and update tax organizer templates. - Develop work paper templates for tax services and related deliverables. - Develop and document a library of tax strategies. - Assist with development of tax services packages for business development. - Assist the CEO with business development strategies for existing tax clients. Education and Experience: - Bachelor's degree in Accounting or Taxation. - Active Certified Public Accountant (CPA) license. - 7+ years of experience in income tax. - Experience with Intuit ProConnect and Thomson Reuters tax research products is preferred. - What You Need to Succeed: - Ability to deliver spectacular client service, with great communication skills - Ability to easily explain difficult concepts - Problem solver - Tech-savvy - Detail-oriented - Self starter - Desire to grow and learn - Experience performing and documenting tax research on complex topics - Experience with QuickBooks Online and Intuit ProConnect Tax - Experience supervising others Upward Mobility and Upskilling: We cover the cost of continuing education for our CPAs and we work with each team member to develop a customized learning and development plan. We believe in investing in our people. Ideally, this person would develop into a Director of client services and then potentially an Executive position. We believe in hiring and promoting from within and developing long-term relationships with our team members.
Summary: Position works 20 hours per week. Salary range is between $20-$23 per hour. This position is a hybrid arrangement. Works closely with Family Support Services Advisory Council (FSSAC) and the Community Outreach Committee. Provides outreach for the Staten Island Developmental Disabilities Council (SIDDC) to provide committee support and information to the community via a myriad of media outlets (including print), presentations, face to face individual meetings, email and telephone contacts. Reports to: FSSAC Co-chairs and Community Outreach Committee Co-chairs. Job related skills: • Requires knowledge of the work of the Staten Island Developmental Disabilities Council, the Office for People with Developmental Disabilities (OPWDD) agency and the continuum of services and eligibility criteria. Informed of community resources that are beneficial to people with Intellectual/Developmental Disabilities (I/DD). Exercises discretion and confidentiality on all work. • Advanced organizational, communication, and public speaking skills preferred. • Proficient word processing, email, spreadsheet and graphic skills preferred. • Basic knowledge of website development and maintenance preferred. • Basic knowledge of social media sites and posting information. • Experience using email marketing campaigns such as Robly and graphic programs such as Canva. Minimum Education Requirements: High School Diploma Responsibilities: Family Support Services Advisory Council: • Maintain a FSSAC contact list • Send out FSSAC meeting announcements provided by the co-chairs • Create flyers for FSSAC meetings • Work with the Administrative Assistant to prep quarterly reports as dictated by the terms of the Family Support contract for DDRO—liaison with Lifestyles for the Disabled. • Order and set-up refreshments for FSSAC in-person meetings • Maintain Zoom account • Order materials as needed Outreach: • Collaborate with the Outreach Committee and FSSAC to develop, maintain and update as needed SIDDC/ OPWDD information packets. • Develop in conjunction with the SIDDC Outreach Committee and FSSAC, a community outreach presentation. The presentation should be updated as needed and reviewed each year. • Collaborate with the FSSAC and Outreach Committee to develop an outreach plan monthly. • Submit a monthly log that includes a summary of all tasks completed on a daily basis along with a monthly outline for the next month. This should be submitted the first Monday of each month (12 months). • Responsible for SIDDC membership recruitment including follow up by mail and telephone and matching member interests with committee needs. • Works with the Outreach Committee (ongoing) to identify SIDDC information to be noted on the website, included in information packets, and any other print materials related to the SIDDC. • Maintain and update the SIDDC website. • Maintain and update social media accounts (Facebook, X, Instagram, YouTube) • Assists the FSSAC in various duties. • Perform all other duties as assigned by the SIDDC Community Outreach co-chairs and FSSAC co-chairs. • Maintain the Information Outreach Coordinator (IOC) handbook. This position does not require working with individuals receiving services in an unsupervised manner.