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Tax Manager

Role overview

Qualifications

  • Bachelor's degree in Accounting or Finance
  • CPA is highly desirable
  • 5+ years of experience in a similar tax role
  • Experience in public accounting firm

Responsibilities

  • Serve as the lead for assigned client relationships and manage ongoing communication
  • Prepare and review a wide range of tax returns, including 1040, 11120, and 1065
  • Manage client projects, office workflows, and internal team assignments
  • Support and collaborate with the team on various tax and accounting projects

Key facts

Other skills

  • Leadership
  • Active Listening
  • Problem Solving
  • Detail Oriented
  • Communication
  • Teamwork
  • Time Management

About the company

ATLAS Navigators LLC logo

ATLAS Navigators LLC

Welcome to ATLAS | Advisors That Listen And Serve. We are a regional firm, offering a wide range of professional services for individuals, and small to medium businesses, including tax, accounting, payroll, business valuation, financial planning, wealth management/investments, risk management, insurance, and more. We value our client relationships, and care about your financial future. We know how much energy goes into building a successful business. That’s why ATLAS cares about your business as much as you do. You are your brand. You have a vision. Your time is invaluable to growth. Our proven solutions, business acumen, and tax experience help owners create value in their businesses. / ATLAS unleashes more time for you to do what you love. We take care of your operational needs, and steady your day-to-day, so you can focus on the big picture. / We service clients across the U.S. and around the world. We have 27 locations across 8 states - Arizona, California, Colorado, Iowa, Illinois, Ohio, Texas, and Wyoming - as well as international team members, and an ATLAS owned office in India.

Company details

Company size201 - 500

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Job description

ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.

OVERVIEW
ATLAS CPAs & Advisors seeks an experienced Tax Manager to join our Northwest Phoenix Team team! This is an exciting opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple states. The Tax Manager will serve as a trusted advisor to clients while also leading internal team members and helping shape the future of our practice. If you're a strategic thinker with a passion for leadership and client service, we’d love to hear from you.

LOCATION
This position is based in our Northwest Phoenix office.  Qualified remote candidates residing in the United States will be considered.

MAJOR RESPONSIBILITIES
  • Serve as the lead for assigned client relationships and manage ongoing communication;
  • Prepare and review a wide range of tax returns, including 1040, 11120, and 1065;
  • Manage client projects, office workflows, and internal team assignments;
  • Support and collaborate with the team on various tax and accounting projects;
  • Develop and maintain strong client relationships, including proactive tax and estate planning;
  • Prepare and review accounting activities for assigned clients;
  • Identify additional client service needs and communicate updates effectively;
  • Actively contribute to ATLAS advisory service offerings and initiatives;
  • Participate in billing, WIP analysis, and firm programs such as the Coaching Program;
  • Maintain confidentiality of sensitive information;
  • Train and mentor team members and promote process improvement;
  • Attend occasional same-day travel to client offices and meetings;
  • Extended hours may be required during tax season;
  • Other duties as assigned;
KNOWLEDGE, SKILLS, AND ABILITIES
  • Highly detail-oriented, accurate, and organized;
  • Strong client service skills and relationship management experience;
  • Excellent communication skills, both written and verbal;
  • Able to prioritize tasks and manage multiple deadlines;
  • Effective Team leader and collaborator;
  • Strong active-listening and problem-solving skills;
  • Proficiency in Quickbooks Online and Desktop
  • Working knowledge of GAAP and Tax Basis Accounting (Cash and Accrual methods)
  • Strong sense of initiative and ability to guide others through changing priorities;
  • Experience with CCH platform
EDUCATION AND EXPERIENCE
  • Bachelor's degree in Accounting or Finance;
  • CPA is highly desireable;
  • Experience in public accounting firm
  • 5+ years of experience in a similar tax role;
 BENEFITS:
  • Medical, Dental, and Vision;
  • GAP Benefits;
  • Supplemental Benefits;
  • Life & AD&D Insurance;
  • Short & Long-term Disability Plans;
  • 401(k) with company matching;
  • Bonius Structure;
  • Flexible PTO with sick time;
  • Incentive Program
  • Development Program
  • Company Wellness Program;
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. 

WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc.
 Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. 

EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.

ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.


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Marcus Rivera

Chief Revenue Officer

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