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Tax Manager

Company: Archford Capital Strategies
Location: Belleville
Posted on: November 27, 2019

Job Description:

The Tax Manager role will be responsible for primary management of the client relationship, formulating and implementing advice. Keeping individuals and businesses compliant with various local, state, and federal -tax -regulations. In addition, they will be responsible for tax return preparation/review and overseeing ongoing bookkeeping services.This role will be merging tax practices which includes developing policies, transitioning clients and migrating data to new technology platforms. Integrating and managing 10+ employees in multiple locations.Expected to convert prospective clients generated for you along with developing new client relationships.You will work closely with wealth advisors and other service professionals to interact with clients to provide excellent planning, consulting and expertise.Qualifications: - - - - - - -Minimum of 7+ years of client facing public accounting experience - - - - - - -Undergraduate degree and CPA license - - - - - - -Strong client service & team mentality - - - - - - -Experience with individual and business clients - - - - - - -Strong leadership and personnel management skills - - - - - - -Motivated by helping people - - - - - - -Excellent verbal, written and interpersonal communication - - - - - - -Ability to communicate with all professionals- financial advisors, attorneys, and charities clients our clients work with - - - - - - -Aptitude to understand client concerns, questions, and problems then identify appropriate solutionsApplicants who do not submit a professional resume will not be considered for this employment opportunity.Desired Qualifications:Industry knowledge of investment and banking products.Knowledge of QuickBooks, Salesforce/CRM system, Microsoft Office 365, and Microsoft Outlook preferred.BenefitsArchford Accounting offers a competitive benefit package which includes H.S.A. Medical, Dental, Vision, ST/LTD/Life Insurance, PTO, education and charitable match, and 401(k) participation.Salary is commensurate on experience. -EQUAL EMPLOYMENT OPPORTUNITY Archford Capital Strategies is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Keywords: Archford Capital Strategies, Belleville , Tax Manager, Executive , Belleville, Illinois

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