Tax Managing Director, Small Business Clients jobs in United States
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Redpath and Company (Accounting, Tax, Audit, Advisory) · 3 months ago

Tax Managing Director, Small Business Clients

Redpath and Company is a leading CPA and advisory firm providing proactive and innovative services to clients. The Tax Managing Director role involves overseeing tax return reviews, tax planning, and managing client relationships for small business clients, along with supporting team training and supervision.

AccountingFinancial ServicesService Industry
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Responsibilities

Tax return review for small business clients
Tax planning and client relationship management
Cross-functional support of Client Accounting Advisory Services and Wealth Advisory Services clients
Team support, training, and supervision

Qualification

Active CPA licensePublic accounting experienceAdvanced tax knowledgeBachelor’s Degree in AccountingMicrosoft Office SuiteCommunication skillsPresentation skillsProject managementTeamwork

Required

Bachelor's Degree in Accounting
Active CPA license
At least 10 years of public accounting experience in Tax
Strong communication and presentation skills
Capacity to manage multiple projects
Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
Demonstrate personal commitment to the Firm's core values
Positive attitude and willingness to work in a team environment
Proficient in Microsoft Office Suite

Benefits

Medical, Dental, and Vision plans
HSA and FSA
Voluntary Long-Term Disability
Company paid Short-Term Disability
Paid parenting leave
401k plan with company match after 6 months of service
This role is eligible for an annual discretionary bonus based on individual and firm performance.

Company

Redpath and Company (Accounting, Tax, Audit, Advisory)

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Redpath and Company help clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations.

Funding

Current Stage
Growth Stage

Leadership Team

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Sarah Gengenbach CPA
Chief Operating Officer
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Alex Helkamp, CPA, CCIFP
Partner
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Company data provided by crunchbase