Job Title: Accounting/Tax Manager- CPA Partner Track
Location: Louisville, KY
Salary: $125k-165k DOE + benefits
Benefits: Comprehensive medical, PTO, 401k contribution, and other company perks!
We are a thriving public accounting firm located in Louisville, Kentucky. We have been in business for over 50 years and are committed to providing the best financial services, tax planning and accounting resources to our clients. Due to consistent growth, we are eager to add a Manager or Director of Accounting with a track toward Partnership.
As a Partner here, you will play a pivotal role in driving the firm's growth and success. You will be responsible for providing high-quality tax and advisory services to a diverse clientele of high-net-worth individuals, families, and closely-held businesses. Your expertise in estate planning, buyouts, and business transitions will be invaluable in helping clients navigate complex financial landscapes.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their unique financial needs and goals.
- Tax Planning and Compliance: Provide comprehensive tax planning and compliance services, including individual, corporate, partnership, trust, and estate tax returns.
- Estate Planning: Advise clients on estate planning strategies, including the creation of wills, trusts, and other estate planning documents.
- Mergers and Acquisitions: Provide tax and advisory services related to mergers, acquisitions, divestitures, and other corporate transactions.
- Business Valuations: Conduct business valuations for a variety of purposes, including estate planning, gift tax, and divorce proceedings.
- Business Succession Planning: Assist business owners in developing and implementing effective succession plans.
- Team Leadership: Lead and mentor a team of tax professionals, providing guidance and support.
- Industry Knowledge: Stay up-to-date on the latest tax laws, regulations, and industry trends.
- Note- a standing book of business is not required as we have a strong client base and do not need focused business development.
Qualifications:
- CPA certification required.
- Advanced degree in taxation or law (preferred).
- Minimum of 10 years of experience in public accounting.
- Proven track record of success in providing high-quality tax and advisory services to high-net-worth individuals and businesses.
- Strong technical skills and knowledge of tax laws and regulations.
- Excellent communication and interpersonal skills.
- Ability to manage multiple projects and deadlines.
- Strong leadership and team-building skills.
- A passion for providing exceptional client service.
- Note- this position would transition into a Partner seat, with an individualized and custom buy-in plan that works for you and the current partners
Benefits
- Comprehensive medical, dental, vision
- Participation in firm bonus plan
- Two weeks vacation + personal time accrual at a rate of .77 hours/week + week of furlough the week of the 4th of July
- 401(k) contribution
- Chef prepared meals several times monthly
- Once/week one-hour yoga classes
- Chair massages during tax season
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
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