Competitive compensation and benefits: bonus potential, 401k profit sharing plan, medical insurance
Telecommuting is allowed.
Dallas, TX or Hybrid Remote
Tired of long hours during busy season but want to stay in the tax field? We have a lifestyle focused tax firm that is focused on long term relationships with our clients.
We are an independent wealth management and accounting firm looking for an experienced CPA to lead our tax and accounting operations. This position will be responsible for tax preparation, bookkeeping, and other tax related operations.
Our expertise with dental/medical practice owners and business owners positions us as a “one stop shop” for high-net-worth owners and their families. Our mission is to improve the lives of our clients through comprehensive planning, tax, and investment services. We are looking for a self-motivated individual than can work independently and take ownership of the tax department.
Flexible work schedule
Paid health insurance
Company provided individual tax preparation and investment management
Deliver a full range of tax services in compliance with laws and regulations within timeframe
Plan and maintain workflows to ensure completion of assigned returns
Build relationships and interact with clients to provide tax planning, consulting, and other expertise
Supervise outsourced tax preparers to ensure timely and accurate delivery of returns
Provide innovative tax planning and review complex income tax returns
Identify and mitigate tax risks
Coordinate accounting staff and assess their performance
Manage tax provision and tax compliance process
Facilitate calculations of owner profits for complex entities
Manage outsourced service providers such as bookkeepers, payroll companies, and contract staff
Improve processes by developing or implementing best practices
Manage and coordinate tax audits
Maintain tax balances on general ledger
Proven work experience as a tax manager
Comfortable with technology such as Zoom video conferencing, client portals, electronic signatures, electronic invoicing, and Adobe PDF products
Excellent knowledge of tax accounting, tax compliance and all types of tax returns
Knowledge of tax software and MS Office. Intuit Lacerte and QuickBooks is a plus
Good at meeting deadlines and solving problems
Exceptional client service along with the ability to develop excellent client relationships
The CPA firm is located in Dallas with a niche practice. Our clients are primarily business owners in the healthcare field. Our focus is helping clients achieve their life long personal goals through organizing their financial worlds - personal and business. Clients are located across the US. They travel to our office for a full day of counseling which includes cash flow planning, tax and estate planning, investment planning, etc. J. E. Simmons & Co., P.C. is also a registered investment advisor with the SEC.