Senior Tax Manager

Overview

CMMS CPAs & Advisors PLLC, an ATLAS NAVIGATORS firm, is seeking a Senior Tax Manager to join our Lubbock team. This is a compelling opportunity to become part of a growing family of firms across multiple states. With a clear path for advancement and the support of a collaborative and service-driven environment, the right candidate will have the chance to contribute meaningfully to our clients and our firm’s continued success.

The Senior Tax Manager will work under the supervision of a Partner and/or Director. A Senior Manager will support the firm’s clients in the duties listed below and provide support and leadership to the staff they work with. Some duties listed below are subject to the department that the Senior Manager primarily manages.

Relocation Assistance Available

• Strong experience with high-net-worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
• Plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
• Strong verbal and written communication skills with the ability to articulate complex information and tax law
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Perform higher-level compliance review and tax return sign-off
• Handle client consultations on planning opportunities and changes in tax law
• Work on proposals and assist in developing new business
• Meet prospective clients and develop relationships with new and existing clients
• Expand services to existing clients
• Supervise engagements and special projects undertaken by the firm
• Oversee all aspects of the client engagement
• Supervise, train, and evaluate advanced-level staff
• Coach, mentor, and assist staff so they can develop and assist in the growth of the tax function
• Actively play a role in ATLAS’ advisory services efforts
• Responsible for (along with other Managers, Partners, and Seniors) billing and WIP analysis
• Identify areas of potential improvement in processes and procedures

• Detail-oriented, accurate, and extremely organized
• Strong client service skills and relationship management experience
• Excellent oral and written communication skills
• Able to set priorities and juggle multiple tasks in a fast-paced office
• Able to work as part of a team
• Able to lead team members and manage others' assignments
• Demonstrate a service mentality
• Regularly use Quick Books Online and Desktop with proficiency
• Knowledge of GAAP
• Knowledge of Tax Basis Accounting - Cash and Accrual
• Experience with CCH platform

• A bachelor’s degree in Accounting or Finance is required
• CPA is highly desirable
• 3-5 years of experience in a similar role
• 7+ years of continuous public accounting or family tax office experience
• 7+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
• 3+ years of supervisory experience, mentoring, and counseling associates
• Experience in acquiring new clients and growing a book of business
• Proven ability to develop new business relationships and expand services to existing clients

• Medical, Dental, and Vision
• GAP Benefits
• Supplemental Benefits
• Life & AD&D Insurance
• Short & Long-term Disability Plans
• 401(k) with company matching
• Bonuses Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.

Must be able to operate a variety of machines and equipment, including a computer, office equipment, telephone, etc. Tasks may require extended periods at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal…