TAX MANAGER
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. Due to strong, sustained growth, we are currently seeking a Tax Manager who is self-motivated, client service oriented, team players to join our tax team.
Job Responsibilities:
- Planning and reviewing tax engagements for business, 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
- 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
Preferred Qualifications:
- Experience with high-level tax preparation and research software – CCH ProSystem FX and Intelliconnect
Firm Benefits:
- Competitive salary and bonus opportunities
- Matching 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Generous paid time off
- Reduced summer hours
- Professional development opportunities
- Hybrid work from home schedule
- Busy Season Meals and Perks
- Dress for Your Day
- Community Involvement Days
Job Type: Full-time
Work Location: Hybrid / St. Louis
To apply, please send your resume and cover letter to HR@lfco-cpa.com