Tax Manager
Do you like managing people and developing their talents? Do you like the energy and challenge of a rapidly growing environment? Did you day dream about coaching an elite sports team? Are you always looking for ways people can “win”? Do you like explaining complex ideas in simple, positive ways? Are you a self starter? Do you have eight or more years of recent tax experience in public accounting?
Our growing company is hiring a Tax Manager. We’re looking for someone who is a fantastic people leader and has held a position with any of these titles:
● CPA (Certified Public Accountant)
● Senior Tax Manager
● Tax Manager
● Tax Partner
● Tax Supervisor
● Experienced Tax Senior
At Pine, we help our clients pay only the taxes they’re legally obligated to pay and not a penny more. As part of your job, you will:
● Be responsible for day-to-day management of staff, clients, and projects
● Help with the professional growth of the entire tax team (currently a team of 20)
● Work directly with the firm’s partners and other managers
● Support team and clients to help identify and resolve tax issues
● Develop and cultivate professional client relationships
● Consult with clients, especially those with complex circumstances
● Review complex tax returns, including individual, corporate, and partnership returns for clients in a variety of industries
● Complete complex tax research and planning
● Grow your expertise in the 99% of the tax code, in addition to the 1% that relates to the actually levying of taxes
● Identify and lead implementation opportunities for process improvements
That sounds like a lot (and it is), but we already have an incredible team in place that will welcome and support you in your role. Everyone at Pine & Co has an open door policy and a willingness to help. We’re looking for someone with confidence and proven success, but not a “know it all.” You’ll be expected to ask questions and acquire new skills. Having a curious and “can-do” mindset is how we have served more customers and grown the business by high double-digit percentages every year.
⭑ Special Opportunity for Partner Status ⭑
We’re growing rapidly, and that creates partnership opportunities. If you want to become a partner and willing to work hard to get there, we’ll help you meet your potential.
At Pine, Brooke found the promotion opportunities she was looking for: “My old job made me feel stuck and frustrated because there was no room for advancement or promotion.The flexible growth opportunities at Pine make me excited to be at a place I can maximize my career. I love that I can grow at a pace that’s right for me, and Pine is making that possible!”
The people who will love this job and do well in this position:
Serve Gladly Your success depends on you willingly putting in extra effort to develop and support our team, as well as serve our clients.We work hard to make sure our clients are incredibly happy — with the process and the outcome. In order to consistently deliver for them, our team members need to be able to work and serve gladly. You will be a key part of modeling our culture of service.
Learn Constantly Every team member, including management, deserves incredible training and resources (the kind we always wanted from our employers). But we don’t train everyone to be interchangeable. Every tax professional has unique passions and skills. We want to leverage your strengths and offset any weaknesses with other people who have the corresponding skill.We will support your drive to achieve your potential.
Work Dependably You are a professional, and we’ll treat you like one. That means, when you say you’re going to do something, we expect you to do it. We won’t babysit or hold your feet to the fire so long as you’re doing the job you agreed to do. Will we support you? Absolutely. Can you ask for help? Yes. Will we micromanage or nag? No.
CommunicateHonestly Being able to effectively give and receive feedback is key to your success. Sometimes cases get complicated or life happens. Our team members know they can come to leadership and say, “Hey, this is too much.” Or, “Something’s come up in my family.” Or “I need help with this one.” You’ll need to be able to respond to those requests and solve a problem when you’re made aware that one exists. You also need to be willing to advocate for yourself.
Education, Skills & Experience:
● Bachelor's degree in Accounting is required
● CPA license is a preferred but an EA works as well
● 8+ years of recent public accounting experience, with progressive scope and responsibilities, is required
● Ability to juggle multiple priorities, meet deadlines, and thrive in a fast-paced, team-oriented environment is required
● Ability to work well even in stressful times, such as tax seasons
● Strong experience with a variety of tax operations and the ability to drive process improvements is preferred
● Strong communication, organizational, analytical, client service, presentation and PC skills, including Microsoft Office and tax software proficiency, is required
● Client consultation experience is preferred, but the desire to grow into consulting is Required
● A Master’s degree in Tax is a plus
● CCH Axcess software proficiency is a plus
● Strong experience in partnership and real estate tax is a plus
Who is Pine & Company CPAs:
Pine & Company CPAs is a full-service, progressive CPA firm centrally located in Roanoke, TX. We specialize in:
● tax planning
● tax preparation
● proactive tax planning services
● consultation for small to large-sized businesses, as well as individuals
We’re a small-but-growing firm with a family culture.
Because we are currently experiencing exciting growth*, most positions are currently eligible for fast-track partner status. If you want to become a partner, we’ll create that opportunity and set you on that path.
* We’re aware that “growth” can be a code word for “crushing workload and unhealthy expectations.” We know because we’ve worked for those kinds of firms. That’s not what it’s like at Pine. Keep reading, and pay careful attention to the “Family” and “Friendly Environment”paragraphs below.
What’s important to us:
Opportunities to stretch and grow. Professional training is emphasized and personal development is always a priority — including for the leadership team. Then, we take that effort and learning and use it to deliver amazing results for our clients (and our relationships).
Muhammad describes this perfectly: “I was bored in my old job as there wasn’t much to learn and it seemed like the same thing day after day. In my new job atPine, I get to learn new things, which is building my confidence and honing my ability to manage multiple tasks. I’m so happy to have found a company where the culture encourages growth opportunities!”
Family and meaningful time away from work. Pine has fewer required hours than most firms. We want you to have actual work-life balance.Everyone benefits when we have time to do things that refresh our mind, body, and spirit. We all take “Flex Fridays” during the offseason, have generous PTO(that you will actually be able to take), and some of us use remote work options.
Luz, like all our employees, should never feel guilty for taking time for family: My family is very important to me, and my old workplace made me feel guilty for being a young mom. I felt conflicted about having to decide between events for my kids and workplace obligations. Working at Pine has afforded me a flexible schedule where I no longer have to choose! I now feel like I have a balance between life and work, and my life is better because of it.
A friendly and collaborative office environment. We’ve had jobs where we had to deal with toxic bosses, crushing to-do lists, office politics… That’s not what it’s like at Pine. We’ve built the company that we want to work for: growing, performance-driven, and supportive. Every employee is encouraged to contribute to our processes, decisions, planning, and culture.
Stephen experienced a big shift in company culture when starting at Pine: “I was so burned out in my previous job, because the owner didn’t seem to care about me or my growth.Now, I wake up excited every morning because I’m part of a team that cares about our clients and about each other. I couldn’t ask for better people to work for and with!”
What is the compensation:
Our compensation package is in the top five percent of the industry. We hire the best, train you well, and want you to stay. This position is a full-time, salaried position.
● Base salaries are determined by your level of experience. The base salary range for a tax manager is $110,000 to $130,000 per year.
● Bonuses are paid based on a blend of individual and company metrics. If you’re performing in outstanding ways, and the company’s growth is high, your bonuses could be 15–30% or more of your salary. The top-performing 20% of our employees have received significant bonuses. Your bonus will depend on the quality you bring to managing your team, to our clients, and the firm. We are very happy to reward excellence.
A more detailed compensation conversation will be had if you are called for an interview.
What are the benefits:
This full-time position includes full benefits, which take effect after a 90-day probation period. Our benefits package is generous and growing. As of July 2022, benefits for every full-time position are:
● Medical insurance through BlueCross Blue Shield of Texas
● Voluntary dental insurance throughDelta Dental
● Short & long term disability insurance through Guardian
● Life insurance / accidental death and dismemberment insurance through Guardian
● 8 company-wide paid holidays, plus a minimum of 15 PTO days. We also include more than a few bonus days off aftertax season.
● 401k with company match
What happens next:
- Click the “Apply” button
If you’re a good fit, we’ll invite you to take the next step. - Go through a 2-stage interview process
Either Mike or Kevin, Pine’s Founding Partner and Tax Partner, will call you personally for a Zoom or phone interview. If everyone is still interested, we’ll invite you to the office for a team interview. - Say “yes!”
If we all feel like it’s a good fit and your references check out, we’ll offer you the position. There’s some paperwork to complete, but we’ll want you to start as soon as possible. - Lead a high-performing team
Once hired, you’ll have the challenge and joy of managing staff, clients, and projects for a small-but-growing firm. You’ll lead a team of tax pros who help people maximize their wealth by minimizing their taxes — a really rewarding career!
