Job Description: We are looking for a Tax Manager to join our financial solutions firm in Estero/Bonita Springs, FL. You will provide a variety of tax preparation/compliance needs, as well as a small amount of QuickBooks/accounting needs for certain clients.

Responsibilities:

• Organize and update financial records on QuickBooks & Excel Spreadsheets.
• Person must be experienced and very comfortable preparing all kinds of tax returns (Individual, Corporate, Trust, etc.), also very comfortable utilizing QuickBooks software.
• He or she needs to make sure that the client's tax positioning is in compliance with local and federal tax laws.
• He or she will also be responsible for properly preparing and handling notices, correspondence, and presentation materials for clients.
• He or she should be dedicated and motivated to achieve high standards of client service.
• A candidate should have good time management skills and know that proper planning months in advance will surely alleviate tax-time workload.

Education and Experience:

• Bachelor's degree in Accounting, or a related field.
• MS Office, Excel, QuickBooks, and tax Preparation experience, and various tax preparation software.
• Good communication and organizational skills.

Abilities Required:

• Ability to self-motivate and work independently.
• Ability to follow verbal and written communications.
• Ability to communicate effectively with clients, prospects, the public, and coworkers in a professional and courteous manner and maintain confidentiality.
• Ability to express ideas clearly in both written and oral communications.
• Ability to organize and prioritize multiple tasks (time management).
• Ability to work in a multitasking environment and embrace change.
• Ability to work well under pressure.
• Language Ability: Ability to read and interpret documents such as rules, instructions, and manuals. Ability to write routine reports and correspondence.
• Mathematical Ability: Ability to add, subtract, multiply, and divide. Ability to understand and apply percentages.
• Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• Ability to communicate fluently in English, both verbally and in writing.

Qualifications:

• Comfortable signing final tax returns.
• Strong emphasis on tax knowledge and experience managing the entire tax practice client list.

Physical Demands:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to sit, talk, hear, and use hands or fingers, handle, or feel. The associate is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The associate is required to lift up to 25 pounds. The vision requirements include close vision and the ability to adjust focus. While performing the duties of this job, the associate is exposed to a moderate noise level.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. A Registered Investment Advisor. Cambridge and Whiteford Wealth Management are not affiliated.

Whiteford Tax & Financial Services, Ltd. is a full service tax preparation and financial services firm with a new office serving the Estero and Bonita Springs communities. We work with both individuals and corporations, providing support with Federal and State income tax returns as well as year round tax planning. The firm is servicing clients in 30 states currently.
Founded in 1997 by Kevin Whiteford, current local resident, the firm was built on a commitment to helping taxpayers, small businesses, and their owners navigate complex financial and tax matters. Over the years, Kevin expanded his expertise by obtaining securities licenses, allowing the firm to integrate investment guidance with tax services for a more compre