Tax Administration Manager - Boos & Associates A Professional Corporation

Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a highly skilled and experienced Tax Services Paraprofessional Manager to lead our team of tax paraprofessionals located in Fresno, Reedley, Long Beach and Las Vegas. The ideal candidate will have a strong background in tax administration preparation and compliance, excellent leadership abilities, and a commitment to delivering high-quality service to our clients. This role involves managing the daily operations of the tax paraprofessional team, ensuring accuracy and efficiency in tax-related tasks, and supporting the overall objectives of the tax services department. The ideal candidate will have a keen eye for detail, strong organizational skills, and a passion for tax compliance and regulations.

If you are looking for an opportunity to help grow our firm, have an entrepreneur spirit, and enjoy leading and developing professional individuals this might be the role for you!

What you will do: The Tax Paraprofessional Manager is responsible:

• Oversee the accurate and timely filing of federal, state, and local tax returns for individuals, corporations, partnerships, and non-profit organizations.
• Supervise, mentor, and develop a team of tax paraprofessionals.
• Assign and review work, ensuring compliance with relevant laws and regulations.
• Conduct performance evaluations and provide constructive feedback.
• Foster a positive and collaborative work environment.
• Ensure accuracy and completeness of tax documents.
• Stay updated on current tax laws and regulations and ensure team compliance.
• Serve as a point of contact for client inquiries and concerns.
• Maintain strong client relationships through excellent communication and service.
• Assist in resolving complex tax issues in collaboration with senior tax professionals.
• Identify opportunities to streamline tax preparation processes.
• Implement best practices and standard operating procedures.
• Utilize tax software and other tools effectively to enhance productivity.
• Develop and deliver training programs for tax paraprofessionals.
• Stay informed on industry trends and updates, sharing knowledge with the team.
• Encourage continuous professional development and learning.
• Supervise the tax assembly, processes and send or release tax returns to clients
• Organize and maintain tax records, including electronic and paper files.
• Gather and compile financial data from clients and internal sources.
• Communicate with clients to obtain necessary information and clarify details as needed.
• Support tax professionals in ad hoc projects.
• Perform data entry and ensure the accuracy of financial information.
• Handle administrative tasks related to tax filings, such as e-filing, printing, and mailing documents.
• Maintain confidentiality of all client information.
• Support full cycle client onboarding and Statement of Work and Service Agreement for all clients.
• Perform other administrative support tasks as required, including clerical tasks, photocopying, faxing, filing, and collating.

What you bring to the role:

• High school diploma or equivalent; required
• Associate degree or college degree, preferred

Experience:

• Minimum of 5 years of experience in tax preparation and compliance.
• 3 or more years leading, supervising tax team members

Software:

• Experience with Microsoft Office Suite Word, Excel, and Outlook is a plus.

Other Knowledge, Skills & Abilities:

• Proven experience in a supervisory or managerial role within a tax services environment.
• Ability to work under pressure and meet tight deadlines.
• Excellent time management skills and ability to multi-task and prioritize work.
• Attention to detail and problem-solving skills.
• Excellent written and verbal communication skills.
• Maintains strict confidentiality.
• Possesses superior customer service skills, Comfortable communicating with clients and tax jurisdictions

Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 90 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.