Our firm is based in Meridian, Idaho, the perfect blend of small-town charm and big-city amenities. Nestled in the heart of the Treasure Valley, Meridian offers a vibrant community with something for everyone. Meridian offers pristine parks, top-rated schools, and a thriving local economy that's attracting families and businesses alike.

Who We Are

We have been serving the CPA needs of the Treasure Valley as well as remote clients for over 15 years. We help our clients in managing any aspect of their home or businesses taxes. We provide our clients with financial empowerment through education, tools, knowledge, and key skills to help them master their finances. Our mission is to provide our clients with financial empowerment through education and accurate, innovative service. Our firm is dedicated to providing outstanding service to our clients through our three core values: professionalism, responsiveness and integrity.

Flex Time

Our firm has the advantage of working less hours annually than typical larger firms. This role will be based on a maximum of 2,100 working hours annually. This can be scaled down based on the ideal candidate's preference and business needs. Advancement and rewards are not based on the maximum hours you work, but the value and quality of your work. 

Position

The Tax Manager is responsible for managing multiple client tax returns and delivering high quality tax services for our clients. This role will provide an opportunity to work directly with individuals and business owners on tax-related issues. The role is also responsible for various procedures that ensure timely, quality services and deadline completion. Our firm has a paperless system in place for tax projects and familiarity with electronic systems for tax preparation, project management, and document storage is important to this position’s success.

What You Get to Do

• Interview clients in order to prepare and review complex tax returns for individuals, businesses, non-profits, trusts and estates.
• Manage multiple client tax engagements and in depth tax planning. 
• Build new and cultivate existing client relationships
• Conduct tax research and be educated on up-to-date provisions. 
• Review and evaluate staff work.
• Coordinate with other departments to ensure clients’ accounting needs are being met.

The Ideal Candidate Must Have

• Bachelor’s degree in accounting.
• Certified Public Accountant (CPA) certificate.
• At least 5 years of high-level tax experience (preferably as a Tax Manager).
• Prior experience preparing and managing multiple individual and business tax returns.
• Prior experience with Tax Software programs (CCH ProSystem fx or CCH Axcess preferred).
• Proficiency and ability to keep within time budgets.

The Soft Skills We Seek

• Excellent time-management skills and ability to multi-task.
• Ability to organize work and projects, prioritize and meet deadlines.
• Outstanding communications skills, both oral and written.
• Strong teamwork skills and the ability to follow directions.
• Strong attention to details.
• Focused, hard-working and self-motivated.
• Open to feedback and learning new skills.
• Willing to mentor others and share their knowledge.

The Total Package

• $80,000 - $95,000/year.
• Incentive bonus.
• Medical plans.
• Simple IRA retirement plan.
• Health savings account (HSA).
• Paid continual education.
• CPA license renewal.
• Six paid holidays.
• Paid time off.
• Fridays off (April - December).
• Flexibility with work schedule (Hybrid).

Other Perks

• Annual employee & family summer events and holiday parties.
• Annual team building events and gifts of appreciation.
• Catered meals and happy hours.