Tax Senior/Manager

WellsColeman is a business advisory, tax, and accounting firm based in Richmond, serving its clients for over 80 years. WellsColeman forms a deep connection with our team, clients and community to invest in their success. We strive to balance exceptional client service, family focus, and financial success while attracting and retaining top talent. As a 15-time recipient of Virginia Business’ Best Places to Work award, our firm culture is a testament to our commitment to our team.

Our Core Values

• Culture: Make a difference in the lives of clients, team members, and the community while having fun.
• Accountability: Deliver excellent results to our team, and our clients.
• Relationships: Build strong relationships with our team and our clients through active listening, clear communication, and exceptional service.
• Excellence: Consistently exceed client expectations with high-quality work delivered on time.

Summary of the Role

We are seeking a Tax Senior/Manager with 5+ years of public accounting experience to work on-site in our Richmond office. The ideal candidate will have a strong technical background in tax, excellent client service skills, and the ability to independently manage multiple projects. We offer a superior work environment, including an open-door atmosphere, unlimited growth opportunities and limited travel.

Key Responsibilities

Tax Preparation and Review:

• Prepare and review individual, corporate, and partnership tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Conduct detailed reviews of tax returns prepared by staff accountants.

Tax Planning and Advisory:

• Provide tax planning strategies to clients to minimize tax liabilities.
• Advise clients on tax implications of business decisions.
• Stay updated on changes in tax laws and regulations and communicate their impact to clients.

Client Management:

• Develop and maintain strong client relationships.
• Serve as a primary point of contact for client inquiries and concerns.
• Communicate proactively, clearly and effectively with clients to understand their needs and provide appropriate solutions.
• Understands engagement/project profitability and effectively communicates status/issues

Team Leadership and Development:

• Mentor, train, evaluate and provide feedback to staff accountants and interns.
• Delegate tasks effectively and ensure the completion of high-quality work.
• Provide regular feedback and conduct performance evaluations.

Operational and Technical Excellence:

• Manage multiple projects and deadlines independently and efficiently.
• Act as “champion” in either technology area and/or specialized technical knowledge area.
• Identify and resolve issues that may impact engagement quality or efficiency.
• Share best practices and time-saving techniques with team members.

Requirements

Qualifications

Experience

• At least 5+ years of current experience in public accounting required, with a focus on Tax Preparation.

• Licensed Certified Public Accountant (CPA) required.
• Proficiency in Thomson Reuters software suite, QuickBooks (desktop and online) and Excel preferred.

Skills and Abilities

• Proactive, clear and effective communication (both written and oral).
• Ability to adapt to new technology and stay current with changes.
• Ability to work in a fast-paced environment in order to meet multiple deadlines.
• Strong organizational skills with the ability to independently manage multiple projects.
• Ability to work independently and prioritize tasks effectively.
• Detail-oriented with a commitment to quality.
• Excellent verbal and written communication skills.
• Demonstrate flexibility, teamwork and a positive attitude.

Benefits

• Comprehensive benefits package, including health insurance (medical, dental and vision), long-term disability and retirement plan benefits
• Generous paid time off plan and paid holidays
• Dress for your day policy
• Flexible work arrangements
• Fun firm activities and family events
• Coaching/mentorship
• Continuing education