Job Description

Lovelace Payne LLC is looking for a Tax Manager to add to our growing firm. As service providers, we are committed to providing consistent, dependable, high-quality, and responsive service that is adaptable to differing situations. We are committed to building a practice that furnishes our professionals with a unique work environment allowing for attractive career opportunities, work-life balance, and personal growth. The Tax Manager will be responsible for managing Lovelace Payne LLC’s tax return process at both the federal and state levels. Goals for this position include ensuring accurate and timely completion of tax returns while cultivating a professional relationship with clients.

ESSENTIAL FUNCTIONS

• Ensure Lovelace Payne LLC’s clients are in compliance with changing IRS standards
• Working directly with clients to build and maintain client relationships, prepare business, non-business, and individual tax returns, and assist with tax return reviews
• Demonstrate and promote a climate of courtesy, respect, and professionalism to coworkers, the clients served by this company, and others with whom her/his job puts her/him in contact
• Oversee multiple tax engagements to maximize profitability and efficiency
• Assist with tax return preparation, processing, and other accounting/consulting projects
• Mentor, educate and train Senior and Staff level groups
• Gather client information for new entities
• Complete work promptly, and monitor status of tax return reviews to ensure deadlines are met
• Distribute K-1s to investors
• File annual informational returns and ensure any applicable fees are paid
• Familiarize with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities

QUALIFICATIONS

• Knowledge of Federal and State Tax Regulations
• Approximately 3 years of relevant income tax experience
• Ability to oversee multiple engagements and deadlines
• Exemplary analytical skills, written and verbal communication skills
• Ability to exhibit a high level of confidentiality and attention to detail
• Working knowledge of GAAP principles, accounting transactions, schedules, and financial reports
• Partnership Taxation experience required
• Proficiency in Microsoft Office
• CCH Axcess software experience is a plus

EDUCATION

• Bachelor’s degree
• An active CPA License preferred

BENEFITS

Benefits include a generous amount of PTO, excellent major medical/dental/vision insurance offerings with employer contribution, fully vested retirement account matching (up to 3%) contributions from the date of participation.

Company Description

Lovelace Payne LLC began in 2013 and we are quickly approaching the end of our first decade as an independent firm and have continuously added well-qualified, full-time experienced professionals to our Team as needed. Our commitment to quality, service, and value are key elements in our early success. Our firm was founded on the principle that we must create more value than we charge in fees, and we understand that timely communication with clients and delivery of our services in a timely manner is critical to our sustained success. As service providers, we are committed to providing consistent, dependable, high-quality, responsive service adaptable to differing situations. We are also committed to building a practice that furnishes our professionals with a unique work environment allowing for attractive career opportunities, work-life balance, and personal growth.