Tax Manager

Company: Lopata, Flegel & Co LLP
Location: Saint Louis
Posted on: November 15, 2024

Job Description:

Lopata, Flegel & Company LLP is a client-focused, full service accounting and management consulting firm located in St. Louis, MO with a firm history tracing back nearly 100 years. We have achieved this longevity by continuous innovation of processes and efficiencies, building partnerships with our clients to identify and achieve their financial goals and appreciating that the success of our firm is dependent upon the success of our team members.

Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.

We are looking to add an experienced Tax Manager to our team. If you have your Bachelor's or Master's degree in Accounting, 5+ years of relevant tax experience, your CPA license and a team-oriented mindset, please apply today! If your skills match up with what we are looking for, someone from our team will reach out to you shortly.

*Job Responsibilities:*
* Planning and reviewing tax engagements for businesses, individuals, trusts and estates (business entities will include corporations, S-corporations, partnerships, consolidated and multi-state reporting and planning considerations)
* Perform complex tax research and apply to client situations
* Identify and implement tax-saving opportunities for clients
* Manage various tax consulting projects including projects related to federal tax planning, restructuring, controversy and accounting for income taxes
* Assist with client M&A and succession tax planning in collaboration with firm members, clients and legal counsel
* Represent clients in front of federal and state tax authorities when necessary
* Involvement with client and prospect proposals, budgeting projects and billing
* Develop and maintain strong client relationships for a variety of clients
* Develop business by identifying projects and opportunities for existing clients and introducing us to prospective new clients
* Communicate with other practice area team members to proactively and effectively serve our clients
* Supervise, train and mentor staff members with an eye toward team building
* Participate in formal and informal staff evaluations and career path development
* Overtime limited beyond tax season

*Qualifications:*
* Bachelor's and/or Master's degree in Accounting or Taxation
* CPA license required
* 5 years or more of recent and relevant public accounting experience
* High-level of technical expertise for compliance and planning
* Significant experience with S-corporations and partnerships flow-through entities
* Experience with high-level tax preparation and research software (CCH Axcess and Intelliconnect preferred)
* Critical thinking and multi-task project management skills
* Able to work independently and as part of a team
* Strong interpersonal skills to work closely with service team and clients
* Experience in managing projects and staff
* Proficient in Microsoft Office applications
* Ability to manage multiple projects and meet deadlines
* Possess curiosity to dig into complex tax issues

*We take pride in offering a positive, team-oriented firm culture which features the following benefits:*
* Competitive salary and bonus opportunities
* Hybrid work from home schedule
* Matching 401(k)
* Health insurance
* Dental insurance
* Vision insurance
* Generous paid time off
* Reduced summer hours
* Professional development opportunities
* Busy Season Meals and Perks
* Dress for Your Day
* Community Involvement Days

Visit our website to learn more about our firm: www.lopataflegel.com

Job Type: Full-time

Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday



Education:
* Bachelor's (Required)

Experience:
* Tax accounting: 5 years (Preferred)
* Public accounting: 1 year (Preferred)
* Client Management: 1 year (Preferred)

License/Certification:
* CPA (Required)

Ability to Commute:
* St. Louis, MO 63141 (Required)


Work Location: Hybrid remote in St. Louis, MO 63141

Keywords: Lopata, Flegel & Co LLP, O'Fallon , Tax Manager, Executive , Saint Louis, Missouri