Midland, TX, 79701, USA
15 hours ago
Tax Manager - Private Client Services
Description We are offering an exciting opportunity for a Tax Manager - Private Client Services in Midland, Texas. This role falls within a CPA firm, where you'll be handling tasks related to accounting functions, compliance, auditing, and more. The position requires a unique blend of skills and experience, specifically in handling financial services for high-net-worth individuals and closely-held businesses. Responsibilities: • Oversee and manage the processing of customer credit applications to ensure accuracy and efficiency • Maintain and update customer credit records, ensuring all data is accurate and up-to-date • Handle inquiries from customers, providing timely and accurate responses • Monitor customer accounts closely, taking appropriate actions when necessary • Utilize accounting software systems effectively for various tasks and operations • Implement and manage ADP - Financial Services and CaseWare • Use CCH ProSystem Fx and CCH Sales Tax to manage client tax matters • Oversee annual income tax provision activities • Ensure compliance with all relevant regulations and standards • Assist in entity formation processes • Utilize your CPA or IRS Enrolled Agent skills to manage and resolve complex tax-related issues. Requirements • Minimum of 5 years of experience in a CPA firm or similar setting • Proficiency in Accounting Software Systems • Experience with ADP - Financial Services is preferred • Familiarity with CaseWare is required • Proficiency in using CCH ProSystem Fx and CCH Sales Tax software • Solid understanding of various Accounting Functions • Experience in preparing Annual Income Tax Provision • Strong skills in Auditing procedures and practices • Demonstrated experience in Compliance work • Knowledge of Entity Formation procedures and regulations • Must possess a CPA certification • IRS Enrolled Agent certification is a plus Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
Confirm your E-mail: Send Email