Job Title:
Manager of Tax Services

Company: Redpoint Financial Group

Location: Denver, CO

Created: 2024-05-09

Job Type: Full Time

Job Description:

Redpoint Financial GroupPosition: Manager of Tax ServicesLocation: Denver / N. Highlands Area This will be an extremely competitive and rewarding opportunity for the perfect applicant but please take the time to read through the job requirements and expectations listed below carefully before submitting your cover letter and resume. To reserve this opportunity for only motivated and qualified candidates, we have very strict job requirements and high expectations for the professionals that represent our Company. Candidates should be prepared for an extensive interview process (technical and behavioral), and candidates will undergo a thorough pre-employment background check. We are currently a team of high-performing professionals and appreciate this hiring process since it supports the growth of a goal-oriented team that we can all rely on (and achieve success from). If you think you are a perfect fit for us, please take five minutes to apply to this amazing opportunity. YOU = A motivated accounting professional possessing a very strong work ethic, who genuinely appreciates their role and responsibility as an experienced tax practitioner, and is someone who wants a lucrative opportunity with a smaller firm that is quickly growing. ·      Ideal candidates should be described by employers, coworkers, and friends/family as: Independent (in thinking and execution), technical, confident, hard-working, detail oriented, a go-getter, honest, motivated, positive attitude, proactive, career-centered, professional, organized, personable/amicable, responsible, reliable/dependable, and ambitious. US = High growth full-service accounting and tax firm with an awesome company culture looking for a professional that can help support and grow the practice. ·      Our employees and clients describe us as professional, having a fun/energetic culture, responsive, cutting-edge (i.e. cloud-based applications and processes), appreciative, hard-working, respectful, thoughtful, and honest. WHY ARE WE HIRING?We are very fortunate in that we are currently facing a very healthy new client pipeline due to word-of-mouth referrals from our existing clients and referral partners. We are looking to control this growth by strategically hiring the right professionals to join our team. Our short-term goal is to double in size within the next two to three years. Our long-term plan (for now) is to maintain the feel of a smaller boutique-style CPA firm by employing the right team of high caliber professionals to serve the perfect client base, which we will eventually limit with strict client acceptance standards. We, therefore, are looking to bring on professionals that enjoy leading by example, learning new tasks, and teaching others. In short, building a strong company culture that focuses on client and employee satisfaction has become our number one priority. That being said, Redpoint Financial Group is currently looking for a qualified candidate to join our high-performing team as a Manager of Tax Services. This is an excellent opportunity to be part of a strong team, utilize an existing skillset, and be a real contributor to a growing company with a focus on delivering client service of the highest quality. Clients of many sizes rely on Redpoint Financial Group's expertise to navigate technical areas of accounting, finance, and tax so their businesses can run smoothly. The right candidate will play a vital role in delivering a number of key deliverables that will have a direct, meaningful impact to our clients and we're excited to invite that candidate to be a part of our team here at Redpoint Financial Group. RESPONSIBILITIES:This role reports directly to the Owner of the Firm and Senior ManagementOverseeing tax department deadlines while utilizing project management softwareSupervising, managing, and training new hires and current stuff within the tax departmentMaintaining & overseeing a file management system, electronically and manually (if/when necessary)Providing timely performance reviews of staff within the tax departmentResponsible for providing effective and timely communication with clients and internal managementProviding quality, technical tax-advisory services and/or in-depth technical guidance (written and verbal communication) for clients, and researching any issues to provide such guidance when warrantedReviewing income tax returns, as well as (very simple) sales and personal property tax filingsResponding timely to federal and state tax notices on behalf of clientsReporting key department metrics and milestones to managementIdentifying the real-time need for new talent to support the firm's operations and assistance with the processes in securing and onboarding such talent Prospecting, identifying, onboarding, and servicing new clients for the firm through business development initiativesAdhering to rights and responsibilities of accountants and practitioners as outlined by IRS IRC Circular 230Adhering to internal (Company) and regulatory (Federal and Statutory) record retention requirements, client acceptance standards, and professional/ethical code of conduct standardsAdhering to internal Company policies and procedures and enforcing such policies amongst staff MUSTS:Bachelor's Degree in Accounting and/or FinanceEnrolled Agent (EA) or Certified Public Accountant (CPA) designationMinimum of 5 years of work experience after obtaining degree, including 2 + years of holding a position with management-related responsibilities (management over projects and personnel)Tax prep and review experience for individuals and a wide range of business structures including sole proprietorships (taxed as DRE's), Partnerships, S Corporations, C Corporations, and very simple non-profits/foundation/trust-related tax workSolid understanding of general ledger and accrual/cash basis accounting, as well as the accounts commonly found on the balance sheetExperience with various tax filings for small businesses (i.e. personal property, sales tax, payroll, etc.)Must be very familiar in Excel and professional tax software programsAbility and confidence to face clients, especially in-person and through daily phone interactionIs great with creating and maintaining client relationshipsAbility to work in fast-paced environment and adaptable to changeDetail oriented and strong organizational skills for handling multiple projects simultaneouslyAbility to take the lead on tasks, work independently, efficiently, and accurately with minimal supervisionDemonstrate confidentiality and discretion when handling sensitive matters and informationComfortable communicating with people at all levels of the organization, and with a variety of personalitiesExperience with administrative and operational policies, such as PTO and time tracking, and is comfortable presenting and enforcing such policiesProficient in Microsoft Office, especially Microsoft Outlook, Excel, and WordLimited working knowledge with QuickBooks, or similar accounting software for navigating and pulling reports to use in the preparation of income tax returnsHas received solid performance reviews and feedback from previous employersPossesses excellent written and oral communication skills Can process and transpose information very quickly and accurately (i.e. possesses an above average typing speed on keyboard & 10 key)Can quickly research unknown technical issues using various firm tools and resourcesPositive attitude, dependable, and reliable PLUSES (NOT REQUIRED):Postsecondary education (i.e. MBA, Masters in Accountancy)Has working knowledge of how to perform other (small business) accounting-related, such as payroll processing, financial statement preparation & analysis, budgeting & forecasting, etc.Familiarity with Drake Professional Tax SoftwarePossesses an interest in business development and growing a book of businessShort tenure with "Big Four" or a larger/mid-size accounting/finance firm, and heavier experience with a boutique firm providing similar services to small businessesCOMPENSATION:The compensation, benefits, and perks meet those of the largest CPA firms and will be tailored to be extremely competitive based on the Candidate's experience, credentials, and skillsetThis position is a full-time salaried position with benefitsSalary range - $110,000 to $160,000 (including salary, bonuses and other incentives) If this post hits home and you have the required skills, give yourself a shot. It'll be the first step on your path to be a part of an awesome team setting a new standard for CPA firms in the Greater Denver area. If interested, please submit a cover letter and resume to careers@ We look forward to hearing from you!