Job Description
Tax Account Manager
Location: In Office – DFW Area, Flower Mound, Texas
$65k to $80k plus incentives | Not another boring CPA firm
Burned out by the traditional CPA firms, meaningless work, and long tax season hours?
WILLIAMS & KUNKEL IS DIFFERENT…We are a NEW BRAND of CPA Firm!
What Makes Us Unique
We’re a forward-looking CPA firm focused on tax reduction planning and advisory.
Because we add tangible value to our clients through proactive tax planning, we have happy clients who are happy to pay for the excellent service and the ROI we bring in the form of tax savings.
Because we are not the traditional CPA firm doing only compliance work with low fees, we are able to pay our team members much more than industry standards.
We continuously find ways to work smarter, not harder. We work more efficiently, and our team members work very little overtime but enjoy an excellent base salary with incentive compensation and benefits.
We offer a 12- month Tax Advisory Service which provides basic tax planning, strategy implementation, and 12 months of tax compliance. In most cases, we save our clients $20k to $70k in taxes each year with our unique tax advisory service.
Our firm focuses on profitable realtors, professional service providers, independent contractors, and other small business owners.
Who We’re Looking For
We are looking for an experienced Tax Account Manager with great people skills to prepare and deliver tax plans, tax returns, and most importantly interface with clients to demonstrate the value we bring.
Still interested?
You'll be an excellent match if you:
Resonate with our Core Values of putting God First, acting Ethically, showing Care, demonstrating Courage, embracing Open-Mindedness, and enjoying a Fun work environment, then you're the perfect fit for our team.
Possess a basic understanding of the tax code as it pertains to self-employed individuals and small businesses. You are enthusiastic about serving others and take pride in preparing and reviewing tax returns that showcase the tangible tax savings and return on investment our clients experience.
Intrigued by the possibilities of working with Artificial Intelligence and are open to exploring new ideas that utilize AI in the accounting and tax industry.
This is an opportunity for ambitious individuals who are ready to take their career to the next level. Join us on a journey toward becoming a Tax Advisory Manager within just 6 months. We're seeking motivated individuals who are eager to grow and passionate about adding value to our clients' lives.
In this role, you'll have the chance to learn, evolve, and progress in your career with a firm that's aiming to reach $10 million in revenue by 2028.
To be considered, you should have:
- CPA or CPA Candidate Preferred.
- Business, Finance or Accounting Degree Preferred
- 3-5 years of public accounting and tax preparation experience, including expertise in personal and business tax returns, and a strong focus on client interaction.
- Excellent communication skills and a burning desire to help people save taxes and improve their financial future.
- A strong drive for personal and professional growth.
- An unwavering passion for identifying opportunities that enable clients to maximize their money through tax savings.
- The ability to thrive in a fast-paced environment and collaborate effectively within a distributed team.
- A sense of urgency in meeting goals and delivering results.
If you're ready to make a meaningful impact and accelerate your career, we invite you to apply today. We can't wait to welcome you to our team!"
What You’ll Get When Working Here
Besides the awesomeness of everything written above, here are a few more reasons why you'll want to hit 'apply' for this role:
- Simple Plan with company contributions
- Health insurance
- Great people to work with who share the same values.
- 15 days of PTO
- Paid holidays
Next Steps If you've read through this description and are thinking, 'Heck yes, I’m in!', then here are your next steps:
- Submit your application.
- Prescreen interview (30 minutes)
- Background/Culture Fit interview (60 minutes)
- Technical test
- Final interview and offer (30 minutes)
We look forward to hearing from you and working together!
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- Health insurance
- Opportunities for advancement
- Paid time off
- Paid training
Experience level:
- 3 years
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Tax: 3 years (Required)
- Customer relationship management: 2 years (Preferred)
- Accounting: 2 years (Preferred)
Language:
- English (Required)
Ability to Commute:
- Flower Mound, TX 75028 (Required)
Work Location: In person
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