Shopping Cart
** New mailing address: 15 Atwood Drive, Suite 303, Northampton, MA 01060 ~ (413) 209-8364

Tax Supervisor or Manager Wanted

Posted by Shannon Reichelt on
Tax Supervisor or Manager Wanted

Company Overview

Our locally owned CPA firm is growing organically and through acquisition and we need help serving our wonderful clients. With over 1400 clients and two locations we offer the opportunity and environment of a modern firm but have the camaraderie of a small firm. We are strong and stable in this covid world.

Enjoy our brand new office in trendy Northampton, while using the best technology to serve your favorite locally owned business or individual take control of their money so they can live better. We do this by offering advisory, tax, accounting and coaching to our clients, developing lasting relationships through thick and thin. We are dedicated to living and serving those in our hometowns, being loyal teammates and serious about our careers.


Position Overview

This is a full time position that reports directly to the partners of the firm and is based in our Northampton, Mass location. Flexible schedule and partial remote working available. Tax season OT is required but has sweet perks like lots of summer time off!


Mission
The mission of our Tax Supervisor or Manager is to take excellent care of our clients and play a leadership role in our firm. Senior leaders at OnaWay are hardworking, dedicated and have top-notch morals and loyalty to our clients, team and company. This role is ideal for someone who is serious about their career, loves local community, doesn’t jive with large corporate stuffiness, and thrives on seeing the direct impact your hands-on work produces. The Tax Supervisor or Manager will be given (and responsible) for managing their own client base. Be instrumental in a recent local CPA firm acquisition and take lead on these new client relationships. It’s imperative that you garner trust and confidence in your willingness to serve and ability to handle responsibility.
If hierarchy is limiting you, there is plenty of variety and room for growth at OnaWay.


Responsibilities

  • Manage client relationships
  • Prepare individual, business & nonprofit income tax returns
  • Prepare compilation & review financial statements
  • Review tax returns and financial statements prepared by junior teammates
  • Have the heart of a teacher and enjoy training and overseeing junior teammates
  • Assist clients in developing or improving accounting procedures (usually with Quickbooks)
  • Go-to for sales tax issues
  • Tax planning
  • Learn and grow your tax & accounting knowledge in an ever changing environment and keep the team informed
  • Research
  • Business valuation assistance
  • Work with Managing Partner on firm improvements


Proficiencies
Knowledge: Serious technical brainpower and the ability to communicate in an easy to understand manner to both clients and the team in the areas of tax and accounting is a must. Radical change in our profession demands a thirst for knowledge, keeping up to date is crucial.


Quality Communication: Must be an excellent communicator, in both written and oral form. Part of OnaWay’s success is that we are personable. This is not a behind the scenes number crunching job. While that’s part of our days, communicating takes up a large and important part. Public accounting is fast paced, you’ll be required to keep track of the status of multiple open jobs and follow-up in a respectful, appropriate manner keeping the job moving along.


High Level of Discretion: You will regularly work with confidential information, discretion and sensitivity is a must. You will know these local clients, keeping their privacy safe is paramount.

Anticipating Needs: We want to wow our clients. In order to do that we need to strive to anticipate needs and eliminate friction whenever possible. This means you know how to stay five steps ahead and work with your teammates to deliver timely, quality, informative client outreach education.


Affinity for Technology: Must be technologically savvy and not intimidated by learning new technology. We have the best accounting software money can buy in a fully virtual setup and seek at all times to enhance our technology. Proficiency in the following tech platforms is ideal: Google Suite, Microsoft Office Suite, Quickbooks, Thomson Reuters accounting and tax programs (UltraTax, WorkpaperCS, PracticeCS, FixedAssetCS and FileCabinet).


REQUIREMENTS:
Education: Accounting degree required, CPA license a plus but not required
Experience: 5+ years public accounting experience in tax
Job Type: Full Time, salary.

Benefits include: health insurance, company paid ST/LT disability & life insurance, SimpleIRA with 3% match, bonus potential, generous PTO, flex schedule, partial remote work potential
Start Date: flexible
Bonus: $2,500 sign on bonus after 6 months of successful employment and plans to stay on long-term


APPLICATION INSTRUCTIONS:

To apply, please submit the following via email to shana@theonaway.com
1. Cover letter and PDF of your resume
2. Tell us why serving people matters to you
3. Standouts will record a short video telling us whatever you think makes you the ONE!


OnaWay is a local, woman owned business.

Older Post Newer Post