CPA, Tax Manager - New Orleans, LA - Hybrid (RIG-962351)

Job Overview

Our client, an entrepreneurial, growth-oriented financial services business in downtown New Orleans, LA, is seeking a talented and experienced Certified Public Accountant (CPA) with 3-5 years of tax and/or public accounting experience.

Job Description

This is a full-time position that will be on-site until training is completed and can then transition to a hybrid work environment, if desired. You will play a crucial role in having meaningful client interaction, providing a highly personalized service to the company's high-end clients, ensuring the successful execution of client plans, and supporting the company's tax team members. This requires exceptional leadership and mentorship skills, strategic thinking, and a strong commitment to upholding the company's values and goals and helping the team grow.

RESPONSIBILITIES:

Client Engagement and Communication:

• Act as the main point of contact for client communications, demonstrating professionalism and expertise in all interactions.
• Help clients solve their problems, fully understand their needs and provide written solutions outlining timelines and costs. This includes tax planning and financial strategies.
• Regularly engage and collaborate with top clients and company's project manager to actively identify opportunities for increased engagement, address needs and provide updates.
• Deliver exceptional customer service with a positive, forward-thinking attitude, seeking creative and dynamic solutions.

Tax Compliance & Technical Expertise:

• Conduct tax research and provide guidance on complex tax issues.
• Prepare and review tax returns for individuals, corporations, partnerships, and trusts.
• Ensure compliance with regulatory reporting requirements and stay up to date on tax laws and regulations.
• Review technical work — tax returns and projects — to make sure they meet Company's intended results and resolve any outstanding issues.
• Strong knowledge of tax laws and regulations.

Team Leadership & Collaboration:

• Effectively overseeing client projects for timely and effective execution that is on budget, ensuring stakeholder confidence, active involvement, and informed decision-making.
• Coordinate work assigned and explained, and work with team to resolve issues as they arise. The team trusts you and feels supported.
• Effectively manage and evaluate staff, utilizing unique problem-solving abilities to resolve client and team issues effectively.
• Work closely with the Project Manager to identify project needs, allocate resources and monitor progress.

Project & Scope Management:

• Revisit/update client scope and budgets. If there are any changes in orders, bring them to the Executive team as needed to re-evaluate and update.
• Recognize and report on internal Company opportunities as they arise.

Partner Alignment and Vision Implementation:

• Partner closely with Company's Principal, to ensure the company’s vision and strategic goals are implemented.
• Empower and support team members to implement the company’s vision with confidence and enthusiasm.
• Collaborate with the Principal to address any leadership challenges or opportunities, leveraging their expertise and guidance as needed.

Requirements

• Bachelor’s degree in accounting or related field
• 3-5 years of tax and/or public accounting experience
• CPA REQUIRED
• Can effectively manage and evaluate staff
• Are a great team player
• Possess excellent verbal and written communications skills
• Strong knowledge of tax laws and regulations
• Proficiency in financial software such as CCH, Practice ERP, Sage, QuickBooks, or similar programs
• Relish devising creative solutions to meet clients’ needs
• Proactively identifying additional opportunities for engagement with existing clients
• Can take an engagement from the initial planning stages through supervising team members’ work to the engagement’s completion
• Recognize and report on internal Company opportunities as they arise
• Excellent analytical and problem-solving skills
• Strong attention to detail and accuracy
• Have a passion for meaningful interaction with others – both clients and fellow team members
• Are extremely customer service oriented

You must be legally authorized to work in the United States and are willing to undergo a background check, in accordance with local law/regulations.

Benefits

Our client offers an exciting opportunity to contribute to the company's success and work alongside a dedicated team of professionals. They won’t expect or ask you to work overtime, evenings or weekends, and they provide a genuine, collaborative, and positive work environment. If you are a motivated and an experienced CPA with a passion for leadership and client service, send along your resume and salary requirements.