El Paso Career Center

Davis & Associates is seeking a Senior Tax Manager who is a talented Tax Planner/Preparer (CPA or Enrolled Agent) with strong values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering, while learning and growing as a tax professional.

Core Responsibilities:

• Preparation of Federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Review and analysis of tax laws and regulations to ensure compliance with government regulations.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Assist with identifying and implementing tax savings strategies for clients.
• Communicate with clients to gather necessary information and to explain tax laws and regulations.
• Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
• Train junior tax associates in preparing tax returns for clients based on accepted company standards.
• Ensure tax associates are completing required continuing education, as required, based on designations and certifications
• Conduct oversight on tax work conducted by Tax Associates to ensure work product meets professional and ethical standards
• Revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined service levels.
• Monitor Key Performance Indicators for tax business and coach team members to greater achievement.
• Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
• Continuous learning to keep up to date with changes in tax laws and regulations.
• Identify Wealth Management opportunities.
• Other job duties as defined

Required Knowledge, Skills, and Abilities:

• Experience preparing complex tax returns (individual, trust, partnerships and corporations).
• Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture.
• Broad knowledge of state taxes including income, franchise, and transactional tax.
• Ability to work and deliver quality products under tight tax deadlines.
• Desire to grow as a tax professional.

Desired Knowledge, Skills, and Abilities:

• Excellent communication skills
• Must be a team player.
• Strong analytical skills.
• Proficient in Microsoft Office Suite

Minimum Required Education & Experience:

• A Bachelor’s Degree in Accounting or business-related field
• Active CPA license is preferred, but Enrolled Agents will be considered.
• A Master’s Degree in Taxation or MBA is preferred.
• 7+ years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns.

• Travel Requirements: Some travel could be required.

About Davis & Associates CPA Firm Ltd LLP

At Davis & Associates CPA Firm, we believe that financial planning is about more than just managing investments. It’s about helping you reach your goals and live the life you want. In partnership with Avantax Planning PartnersSM, our team serves our planning and investment clients. We are dedicated to providing personalized financial planning solutions that are tailored to meet your unique needs and circumstances.

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