Fiscal Partners, LLC is a financial services firm that brings highly skilled and scalable accounting, finance and human resource services to small and emerging growth companies.
Fiscal Partners was founded on the premise that new, emerging, growing and even struggling businesses require all the same services, and sometimes more, than established businesses but can't afford to staff dedicated resources to critical functions.
Unlike standard accounting, tax and IT services, we lead and direct the work. We become our clients’ CFOs, Controllers, and Sr Accountants, with a breadth of responsibilities including Accounting, Treasury, HR, IT and in some cases will assume operational roles within the organization. We have had countless successes with a variety of clients focusing on maintaining their back office and assisting them in planning their missions. Our niche is helping our clients develop and focus on their plans while also removing them from the distractions associated with the standard financial and administrative requirements of the business. We do this through monthly recurring services in addition to special projects.
Our customized service offerings have become such a successful service offering in our initial market in Arizona and we are looking to double in size year over year.
POSITION: SENIOR TAX MANAGER
We are always looking for candidates that like to:
- be part of change,
- create solid foundations and better processes,
- be part of multiple industries and varying accounting topics,
- enjoy a schedule that is never the same,
- want to be a revenue driver and not a back-office cost,
- make a difference, and
- WANT TO BE PART OF A TEAM!
The Senior Tax Manager’s responsibilities include preparation and review of federal, multi-state and consolidated business tax returns as well as individual tax returns. Both business and individual tax returns will require some international compliance preparation. Responsibilities will also include ensuring compliance with relevant tax laws and regulations, research, tax planning services and communication with clients. Additionally, there will be assistance with accounting and financial services for some of the firm’s monthly recurring Advisory clients and additional special projects that may arise. For the most part you will be responsible to schedule, prioritize, and get assistance as needed for your accounts. You own your schedules but will be responsible to ensure they are kept up in the Company’s scheduling system so as projects arise, bandwidth can be easily seen for assignments. In your role you are not only responsible to set your schedule but also are ultimately responsible for the budget and profitability of your accounts and the team supporting them and ensuring the team is run at the right levels to contribute to the overall profitability of the firm. The Senior Tax Manager role is a revenue generating activity, not a back-office cost of the company and needs to be managed as such.
This is a full-time position that reports to the Director of Tax in the Scottsdale, AZ office. Depending on client assignments, work may be performed remotely, at client locations or within the Company’s Scottsdale office.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary.
- Preparation and review of federal, multi-state, and local income tax returns for individuals and businesses (C-Corporations, S-Corporations and Partnerships)
- Ensure compliance with all relevant tax laws and regulations, including income, sales, property, Corporate Transparency Act, and payroll taxes
- Provide tax planning services to help clients minimize their tax liabilities and optimize their financial positions
- Conduct research on complex tax issues and provide analysis and recommendations.
- Communicate effectively with clients to gather necessary information, explain tax concepts, and provide updates on the status of their tax filings
- Assist in responding to IRS and state tax audits, including the preparation of documentation and analysis
- Assist with the preparation of financial statements and other financial reports as needed
- Work closely with advisors and other staff to provide integrated tax and financial accounting services to clients
- Stay current with changes in tax laws and regulations through continuing education and professional development opportunities
- Identify and implement improvements to tax processes to increase efficiency and effectiveness
- Manage multiple engagements simultaneously and build lasting relationships with clients
- Participate in budgeting process for all new accounts during the scoping services to ensure budgets are set that can be delivered by your team
- Monthly review and approve all hours charged on your assigned accounts including understanding the economics of the accounts being serviced and implications of these hours. You are the owner of the monthly billings and ensuring profitability is being maintained in accordance with the company’s goals
- Continually look to put in documentation, standardization of processes, and looking out for new and better systems or ways to deliver excellent services to our client within the constraints of the value being paid
- Special projects as they come up:
- Accounting cleanup projects
- Consolidations
- Technical Accounting projects
- Strategic plan and forecasting assistance
- Audit preparation
- Etc.
ESSENTIAL SKILLS AND EXPERIENCE:
- Strong understanding of federal, state, and local tax laws and regulations
- Experience with multi-state taxation, sales tax and international tax is preferable
- Strong analytical and problem-solving skills required including the ability to analyze financial information and provide strategic recommendations
- Excellent verbal and written communication skills with the ability to explain complex tax concepts in a clear and concise manner
- Ability to manage deadlines, self-direct, AND MULTITASK
- Hands-on where may be “doing” as well as supervising others
- Must have solid understanding of US generally accepted accounting principles and the conversion of these principles to cash basis accounting principles
- High level of accuracy and attention to detail
- Ability to prioritize work, meet deadlines, and concentrate on detailed information
- Eager to take on a challenge and take the initiative to independently problem solve
- Strong interpersonal skills and the ability to interact effectively with a variety of personalities is required.
MINIMUM EDUCATION & TRAINING REQUIRED:
- Bachelor’s Degree in accounting or finance required
- CPA Certification
- 5+ years of experience in tax preparation, planning, and consulting, preferably in a CPA firm.
- 8+ years of experience in all aspects of accounting and financial reporting
- Proficient with Microsoft Office, especially with Excel (pivot tables, Vlookup, filters, sorts)
- Experience with tax software, ProConnect Pro Series Tax and Lacerte preferred
- Experience with QuickBooks (QBO) preferred
OUR COMPANY CULTURE IS:
- Team Oriented - Cooperative and collaborative
- Detail Oriented - Quality and precision-focused
- Efficiency Oriented - Desire to improve and streamline processes
- Outcome Oriented - Results-focused with strong performance culture
- Independent Oriented - Take responsibility and prioritize clients’ requests
COMPANY BENEFITS:
- Healthcare benefits including employer contribution for full-time employees
- Cell phone reimbursement
- 401(k)
- Monthly opportunities for company facilitated continuing education
- Bonus/commissions potential
- Flexibility in remote work and hours
Candidates only. No recruiters. If interested, please send a
cover letter,
salary requirements and a
resume.
Job Type: Full-time
Pay: $125,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Profit sharing
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Accounting: 8 years (Required)
- Tax Preparation: 5 years (Required)
License/Certification:
- CPA (Required)
Work Location: In person
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