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Tax Manager

Role overview

Qualifications

  • Current CPA License
  • Minimum 5+ years tax experience
  • Desire and ability to work directly with clients and staff
  • High ownership mindset and strong attention to detail

Responsibilities

  • Apply solid knowledge of current federal and state tax laws to provide great tax outcomes for clients
  • Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual tax clients
  • Meet with new and existing clients on a regular basis
  • Utilize exceptional interpersonal skills to form lasting relationships with current clients and create opportunities to expand business with new clients

Key facts

Other skills

  • Quality Control
  • Detail Oriented
  • Social Skills

About the company

Capstone logo

Capstone

Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Paris, Mumbai and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy.

Company details

Company size51 - 200

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Job description

About Us

We are a fast-growing CPA firm with 16 offices across the western U.S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services. Through strong partnerships with financial advisors and attorneys, we deliver a fully integrated client experience.


The Job

We are looking for an experienced CPA to add to our dynamic team of tax professionals. This is a high-impact role responsible for preparing and reviewing the most complex tax returns, conducting advanced tax research, and overseeing workflow for tax staff and seniors. A successful Tax Manager applies broad technical knowledge integrated with business advisory skills to deliver accurate, timely, and proactive service to clients while ensuring quality control and profitability across engagements.


Qualifications for this position:

  • Current CPA License
  • Minimum 5+ years tax experience
  • Someone with a desire and ability to work directly with clients and staff
  • High ownership mindset and strong attention to detail


What do we need you to do?

  • Apply your solid knowledge of current federal and state tax laws to provide great tax outcomes for our clients.
  • Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual tax clients.
  • Meet with new and existing clients on a regular basis.
  • Utilize your exceptional interpersonal skills to form lasting relationships with our current clients and create opportunities to expand our business with new clients.


What's in it for you?

  • Flexible, growth-oriented environment with real leadership opportunities
  • Competitive wages, generous paid time off, and paid holidays.
  • Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.


Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! If this sounds like what you're looking for, we encourage you to apply. Pay determined based on experience and education. 


Benefits:

  • 401(k) match
  • 100% company-paid health, dental, vision Insurance
  • Company-paid life Insurance
  • Flexible Spending Account
  • HSA & FSA
  • Flexible schedule

Compensation: $65,000 - $108,000

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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