While we may work mostly with numbers, our firm is all about people.
Erock Tax + Financial Planning is seeking an experienced Tax Manager to join our growing team. We are a full-service tax preparation, strategy, and advocacy firm and offer comprehensive financial planning services to diverse clients in a variety of industries. Our clients range from small businesses and entrepreneurs to individuals and generational families along the North Shore. We are located in Newburyport, MA but open to the position being remote or hybrid if desired.
If you’re looking for a firm that truly values work-life balance to complement your personal life, Erock is committed to maintaining a relaxed, yet professional pace while ensuring that the quality and depth of our work stays at its high standard. Here, you can leverage your expertise while caring for your family, preparing for retirement, or pursuing your own personal interests.
In your role as a Tax Manager, you will manage client relationships and implement tax and financial planning strategies to positively impact their lives. You will use the latest tax and personal finance software to help develop streamlined tax and financial planning strategies for clients and aid in many areas of personal finance. A background in small business corporate and partnership taxation is desired.
Job Description:
- Lead individual and corporate tax engagements, including tax returns and financial reviews within filing deadlines and client expectations.
- Review quarterly tax estimates, extensions, tax returns and year-end planning opportunities.
- Develop and maintain a client base and proactively gather necessary information to file returns, identify and resolve tax issues, and make recommendations for improvement.
- Explore and facilitate new business opportunities to enhance partnerships and market awareness.
- Leverage technology to generate comprehensive financial reports for clients and to streamline communication and scheduling.
Qualifications:
- Reputable, trustworthy, and high ethical standards
- Strong work ethic, self-motivated, goal oriented
- Minimum of 5 years of income tax preparation experience
- Strong listening and communication skills; committed to personal growth
- Committed to high-level client services with a passion for helping others become educated about their money situation
- Ability to prioritize and manage time efficiently
- Driven to build and expand personal network to cultivate relationships
- Strong knowledge of Excel, Word, and Quick Books
- Bachelor’s degree from accredited college or university
About Erock Tax + Financial Planning:
Erock celebrates over 35 years serving tax and financial planning clients in Essex County from Swampscott to Newburyport.
We are a progressive boutique income tax and financial planning firm that is passionate about helping clients with their tax and financial life. Erock provides individuals, families, and small business entrepreneurs with personalized, professional service meant to help reduce their stress around money and planning issues.
Please forward your resume, cover letter, and other pertinent information to Tax Manager Kerry McMenamy kerry@erocktax.com We look forward to connecting with you.