Tax Manager & Practitioner

Are You Seeking a fast-growing, fun and collaborative work environment?  Our team at Lifetime Tax Advisors is seeking a Tax Manager / Tax Practitioner for our growing firm!  At Lifetime, our advisors provide services to individual professionals, small businesses, and family offices. Our brand new office overlooks the lake in beautiful Rockwall and is shared with Lifetime’s other companies: Insurance and Wealth Management Services.

Why Work With Us?

Unlike a lot of tax firms, we live by the philosophy of working smarter, not harder. We are seeking someone who is more than just a ‘numbers person’; if you can offer innovative solutions and improvements to tax planning strategies, we want to hear from you! But there are some other great perks of working with our team – we give our staff 25+ days off, including holidays and ‘reward’ days after major deadlines.  We also try to squeeze in some fun, from lunches/breakfasts and happy hours, to cornhole on our office patio. Oh yeah, and we close at 3pm on Fridays!

We are seeking someone with the following attributes:

  • Team Player
  • Positive “Can Do” Attitude
  • Strategic Solutions-Oriented
  • Growth-Oriented

Job Description


  • Preparation of 1040s, 1120s, 1065s, 1041s & 990Ts. Experience in real estate preferred.
  • Review and identify potential IRS issues in tax returns (1040, 1041, 1065, 1120, 990-T, state and local tax returns) and constantly look for new issues that may have not been identified in the past.
  • Identify potential tax planning opportunities, implementation steps, and the pros and cons of implementation
  • Research specific technical issues, resolve complex tax issues and generate creative ideas
  •  Assist clients with sales and use tax calculations and report preparation
  • Ability to Represent businesses and individuals before the IRS and states on tax examinations NOT required, but a plus!
  • Handle tasks ranging from basic accounting and bookkeeping to complex entity structuring
  • Utilize experience to process partnerships returns from inception through termination.
  • Think through various alternatives and not give a simple, “Yes” or “No” answer. Moreover, this person needs to be willing to challenge the status quo and expect constant improvement from all levels within the organization.
  • Be proactive and desire constant improvement and motivate train staff to increase skill sets/productivity.
  • Communicate options and alternative scenarios to clients to provide value.
  • Have the willingness to jump in anywhere needed, even if it’s ‘beneath’ your job description.
  • Serve clients based on facts identified, not personal opinions.
  • Identify potential risks to the firm and whether or not positions taken need to be disclosed.

Requirements


  • Minimum of 3 years of recent experience in public accounting
  • Bachelors or Masters in Accounting or Taxation
  • CPA NOT required, but a plus!
  • Superior technical and interpersonal skills
  • A strong background working with entrepreneurs and sophisticated investors
  • Self-starter with the confidence to take initiative
  • Strong communication skills
  • Excellent organizational skills with the ability to multi-task
  • Desire to learn and teach others
  • QuickBooks Certification NOT required, but a plus!
  • Experience in supervising bookkeeping and payroll
  • Knowledge of Thomson Reuters Software NOT required, but a plus!
  • Must be able to document processes in a manner that allows for efficient review, while keeping a keen eye on areas of improvement that need to be addressed. The ability to identify any logjams and offer solutions to improve the process is key.
  • Further our growth – identify opportunities for growth, including the development of new client services and new ways to build relationships and the practice
  • Participate in networking and business development opportunities (trade shows, networking events, etc.)

Lifetime Tax Advisors, Inc. is a tax advisory firm offering tax and consulting services to high income/high net worth individuals and small to medium-sized businesses. To assist us as we grow through acquisitions and strategic marketing efforts, we are seeking a qualified tax manager to join our team. Lifetime Tax Advisors, Inc. is an equal opportunity employer. We value the diversity and knowledge of our team members and maintain a positive and relaxed working environment. Eligible employees may participate in our 401k plan. Salary and incentives will be based on experience and expertise. Lifetime Tax Advisors, Inc. will continue to grow through additional acquisitions of local tax firms providing team members with opportunities to advance professionally. Please visit our website at www.lifetimeta.com for more information about our firm.

Please send your resume and cover letter to tracy@lifetimeta.com for further consideration. No direct calls or recruiters, please.