Tax Manager
Position Summary
We are seeking an experienced and highly motivated Tax Manager to lead our tax department and oversee the preparation, review, and delivery of complex tax engagements. The ideal candidate will have a strong background in public accounting, exceptional leadership abilities, and extensive experience preparing and reviewing complex individual and business tax returns. This role requires a detail-oriented professional who can effectively manage staff, ensure compliance with federal and state tax regulations, and deliver outstanding client service.
Key Responsibilities
Manage, supervise, mentor, and develop a team of tax professionals.Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations.Prepare complex tax returns as needed, particularly for high-net-worth individuals and closely held businesses.Ensure all tax engagements are completed accurately, efficiently, and within established deadlines.Serve as the primary point of contact for assigned clients, providing proactive tax planning and consulting services.Research complex tax issues and communicate findings and recommendations to clients and firm leadership.Monitor changes in federal, state, and local tax laws and educate staff on new regulations and best practices.Review workpapers for accuracy, completeness, and compliance with professional standards.Assist with IRS and state tax examinations, notices, and correspondence.Manage workflow, staffing assignments, project scheduling, and engagement budgets.Identify opportunities for process improvements and increased efficiency within the tax department.Participate in client development efforts by identifying additional service opportunities and supporting business development initiatives.Foster a collaborative, positive, and high-performing team environment.Ensure compliance with firm policies, ethical standards, and applicable professional regulations.Qualifications
10+ years of recent public accounting tax experience.Previous tax management or supervisory experience required.Extensive experience preparing and reviewing complex individual and business tax returns.Strong knowledge of federal, state, and local tax laws and regulations.Experience with partnerships, S corporations, C corporations, trusts, estates, and multi-state taxation.Demonstrated ability to manage multiple engagements and prioritize competing deadlines.Proven leadership, coaching, and team development experience.Strong organizational, analytical, and problem-solving skills.Excellent written and verbal communication skills.Ability to build and maintain strong client relationships.High level of professionalism, integrity, and attention to detail.Proficiency with tax preparation and research software.Advanced knowledge of Microsoft Office Suite, particularly Excel.Preferred Qualifications
Certified Public Accountant (CPA) license preferred, not required.Bachelor’s degree in Taxation or Accounting.Experience working with closely held businesses and high-net-worth individuals.Experience with tax planning and consulting services.Familiarity with workflow management software and paperless tax systems.Experience participating in firm growth and business development initiatives.Required Skills & Competencies
Leadership and team managementStrategic thinking and decision-makingExceptional organizational and time management skillsAdvanced tax research capabilitiesStrong technical tax knowledgeClient relationship managementProject managementCritical thinking and analytical abilitiesAttention to detail and accuracyAbility to work independently while managing multiple prioritiesCommitment to exceptional client serviceAbility to maintain confidentiality and exercise sound professional judgment
Benefits
We offer a competitive compensation package including:
Competitive salaryPerformance-based bonus opportunities (after 1 full year of employment)Medical, dental, and vision insurance401(k) with employer matchPaid holidaysContinuing Professional Education (CPE)CPA license reimbursementProfessional development and career advancement opportunitiesSummer HoursReferral program\nCompany DescriptionAbout E&M, PLLC
At E&M, PLLC, growth, exceptional client service, and an outstanding workplace culture go hand in hand.
Founded in 2018, our firm has grown from a small team of five professionals to a thriving organization of more than 30 talented team members—and we're still growing. Our success is built on strong leadership, a commitment to delivering exceptional service, and a team that genuinely enjoys working together while supporting one another's success.
We embrace a "work hard, play hard" philosophy. Every day, we strive to exceed our clients' expectations while fostering a collaborative, positive, and engaging work environment. We celebrate our accomplishments, encourage innovation, and invest in the professional and personal growth of our team members.
Our culture is built on professionalism, accountability, integrity, and teamwork. We believe that when our employees thrive, our clients benefit. That's why we seek individuals who are driven, solution-oriented, and committed to continuous improvement.
Most importantly, our clients are at the center of everything we do. We pride ourselves on being responsive, detail-oriented, and building long-term relationships based on trust, reliability, and exceptional service.
If you're looking for an opportunity to become an integral part of a growing firm where your contributions are valued and your work makes a meaningful impact every day, we'd love to meet you.
About Us:
About Us
Senior Bookkeeper Reviewer
In this Senior Bookkeeper role, some responsibilities are as follows but not limited to:
Bookkeeper (Reviewer) Role:
· Perform Reviews/audits on all Bookkeeping projects
· Provide feedback/coaching to bookkeepers after reviews are completed
· Provide training to the team on areas identified that need to be addressed
· Complete 1v1 training when needed
· Complete Bookkeeping role duties when needed
· Actively participates in the daily/weekly/monthly huddles/meetings
· Answers questions and inquiries from management, auditors, and regulatory authorities
· Performs other duties as assigned
Bookkeeper (Preparer) Role:
· Manage finances for our Business and clients
Obtain primary financial data for accounting records· Tracking revenue, expenses, taxes, and financial documents
· Producing financial reports
· Perform audits as needed
· Check the accuracy of business transactions
· Manage all payments, payment processing perform duties with accuracy and timeliness
· Assists with the monthly reconciliation of balance sheet and income statement accounts
· Perform data entry and administrative duties
· Prepare accounting records by compiling and analyzing account information
· Reconcile financial records to help ensure accuracy of financial statements
· Post financial transactions to accounts and prepare financial statements
· Prepare monthly Financial Reports of varying detail for the Company and Company's Clients
· Study financial trends to determine future business needs
· Reconciles records, investigates transaction errors and resolves problems.
· Files business documents and responds to vendor/customer inquiries.
· Actively participates in the daily/weekly/monthly huddles/meetings
· Performs monthly, quarterly, and annual processing of accounting information for related reporting requirements
· Assists with the monthly reconciliation of balance sheet and income statement accounts
· Answers questions and inquiries from management, auditors, and regulatory authorities
· Performs other duties as assigned
Qualifications:
· 5+ years of Bookkeeping experience
· Previous experience in accounting, finance, or other related fields specifically accounts receivable and accounts payable
· Strong understanding of bookkeeping procedures/processes/nuances
· Strong skills with 10 key and Excel
· Ability to prioritize and multitask
· Strong organizational skills
· Deadline and detail-oriented
· Strong working knowledge of accounting principles, financial statements, and accounting systems
· Strong organizational, interpersonal, verbal, and written communication skills
· Detail-oriented and able to prioritize
· Able to work independently and as part of a team
· Self-starter
· Advanced proficiency with computers and certain software (Google Docs, Microsoft Office)
· Customer service experience preferred
· Define problems, collect data, establish facts, and draw valid conclusion
· Analyze, organize, and prioritize work while meeting multiple deadlines
· Analyze, consolidate, and interpret accounting data
· Read, analyze, and interpret accounting and technical journals, financial reports, and legal documents
· Situational analysis and judgment in making critical decisions
· Filing, bookkeeping, recording, and computational skills
System Requirement:
· Strong working knowledge of QuickBooks Online and Desktop
· Proficient in Microsoft Office (Word, Outlook), with advanced Microsoft Excel skills
\nCompany Description
About E&M, PLLC
At E&M, PLLC, growth, exceptional client service, and an outstanding workplace culture go hand in hand.
Founded in 2018, our firm has grown from a small team of five professionals to a thriving organization of more than 30 talented team members—and we're still growing. Our success is built on strong leadership, a commitment to delivering exceptional service, and a team that genuinely enjoys working together while supporting one another's success.
We embrace a "work hard, play hard" philosophy. Every day, we strive to exceed our clients' expectations while fostering a collaborative, positive, and engaging work environment. We celebrate our accomplishments, encourage innovation, and invest in the professional and personal growth of our team members.
Our culture is built on professionalism, accountability, integrity, and teamwork. We believe that when our employees thrive, our clients benefit. That's why we seek individuals who are driven, solution-oriented, and committed to continuous improvement.
Most importantly, our clients are at the center of everything we do. We pride ourselves on being responsive, detail-oriented, and building long-term relationships based on trust, reliability, and exceptional service.
If you're looking for an opportunity to become an integral part of a growing firm where your contributions are valued and your work makes a meaningful impact every day, we'd love to meet you.
Director – Tax
Position Summary
The Tax Director is a senior leadership role responsible for serving as the primary relationship manager and trusted advisor for a portfolio of clients while providing strategic tax planning, consulting, and oversight of complex tax engagements. This is a highly client-facing position focused on building long-term relationships, delivering exceptional service, and helping clients achieve their business and financial objectives.
In addition to leading engagements and mentoring team members, the Director plays a key role in the firm's continued growth through business development, client retention, and leadership initiatives. This position offers a clearly defined path to Partner for individuals who demonstrate exceptional client leadership, technical expertise, business development success, and alignment with the firm's values.
The ideal candidate is an experienced public accounting professional with outstanding relationship-building skills, strong business acumen, and a passion for developing people while delivering exceptional client service.
Key Responsibilities
Client Leadership & Business Advisory
Serve as the primary relationship manager and trusted advisor for a portfolio of business and individual tax clients.Build and maintain long-term client relationships by providing proactive communication, strategic tax planning, and practical business advice.Meet regularly with clients to understand their goals, identify opportunities, and provide value beyond tax compliance.Deliver a high-touch client experience while serving as the firm's lead point of contact for assigned relationships.Identify opportunities to expand services and collaborate across the firm to meet evolving client needs.Participate in networking, referral development, and business development activities that contribute to firm growth.
Tax Leadership
Provide technical oversight and review of complex federal, state, and local tax returns for individuals, partnerships, corporations, S corporations, trusts, and nonprofit organizations.Ensure technical accuracy and compliance with applicable tax laws and regulations.Research complex tax issues and develop practical, client-focused recommendations.Stay current on changes in tax legislation and industry developments to proactively advise clients.Team Leadership & Development
Lead, mentor, coach, and develop managers, seniors, staff accountants, and interns.Delegate work effectively while providing guidance, technical support, and professional development.Review work product and provide timely, constructive feedback.Assist with recruiting, onboarding, training, succession planning, and performance evaluations.Foster a collaborative, accountable, and high-performing team culture.
Engagement & Practice Management
Oversee multiple client engagements while ensuring deadlines, budgets, and quality standards are consistently achieved.Collaborate with Partners, Directors, Managers, and staff to effectively manage workflow and staffing.Communicate project status, priorities, and resource needs across teams.Drive continuous improvement in engagement management, processes, and client service delivery.
Firm Leadership
Participate in strategic planning and firm leadership initiatives.Help shape the future growth of the tax practice through innovation, process improvement, and talent development.Represent the firm within the business community and professional organizations.Champion the firm's culture of collaboration, responsiveness, and client service excellence.
Partner Track Opportunity
This position is designed as a long-term leadership opportunity with a clear path toward Partner. Directors are expected to cultivate trusted client relationships, contribute to business development, mentor future leaders, and help drive the strategic growth of the firm. Individuals who consistently demonstrate leadership, client impact, practice growth, and alignment with the firm's culture will have the opportunity to advance into partnership.
Qualifications
Required
Bachelor's degree in Accounting, Finance, or a related field.Minimum of 10 years of progressive tax experience in public accounting.Minimum of 5 years of leadership experience managing tax professionals.Extensive experience serving as the primary advisor and relationship manager for business clients.Strong technical expertise reviewing complex tax returns across multiple entity types.Demonstrated success managing multiple client engagements and competing priorities.Excellent written, verbal, and interpersonal communication skills.Strong leadership, organizational, and problem-solving abilities.Proven ability to build trusted client relationships and deliver exceptional client service.
CPA license is not required. Candidates with significant public accounting experience and demonstrated technical expertise are strongly encouraged to apply.
Preferred
Master's degree in Taxation, Accounting, or a related discipline.Experience providing strategic tax planning and consulting services.Experience with tax preparation and workflow management software.Demonstrated success in business development, client retention, or practice growth.
Support & Resources
To maximize client service and leadership effectiveness, the Tax Director is supported by an Executive Assistant who provides administrative assistance with scheduling, meeting coordination, travel arrangements, document management, and other operational responsibilities, allowing the Director to focus on client relationships, team leadership, and strategic initiatives.
Core Competencies
Executive Client Relationship ManagementStrategic Tax Planning & ConsultingLeadership & Team DevelopmentBusiness DevelopmentPractice GrowthTax Technical ExpertiseStrategic ThinkingProject ManagementCommunication & CollaborationProfessional JudgmentAccountability
Success in This Role
Success as a Tax Director is measured first by the strength of client relationships. The ideal candidate becomes a trusted advisor clients rely on for strategic guidance while consistently delivering exceptional service and technical excellence. They develop future leaders, contribute to firm growth through referrals and business development, and demonstrate the leadership qualities expected of a future Partner. This individual is viewed not only as a technical expert, but as a relationship builder, firm ambassador, and key contributor to the long-term success of the practice.
\nCompany DescriptionAbout E&M, PLLC
At E&M, PLLC, growth, exceptional client service, and an outstanding workplace culture go hand in hand.
Founded in 2018, our firm has grown from a small team of five professionals to a thriving organization of more than 30 talented team members—and we're still growing. Our success is built on strong leadership, a commitment to delivering exceptional service, and a team that genuinely enjoys working together while supporting one another's success.
We embrace a "work hard, play hard" philosophy. Every day, we strive to exceed our clients' expectations while fostering a collaborative, positive, and engaging work environment. We celebrate our accomplishments, encourage innovation, and invest in the professional and personal growth of our team members.
Our culture is built on professionalism, accountability, integrity, and teamwork. We believe that when our employees thrive, our clients benefit. That's why we seek individuals who are driven, solution-oriented, and committed to continuous improvement.
Most importantly, our clients are at the center of everything we do. We pride ourselves on being responsive, detail-oriented, and building long-term relationships based on trust, reliability, and exceptional service.
If you're looking for an opportunity to become an integral part of a growing firm where your contributions are valued and your work makes a meaningful impact every day, we'd love to meet you.
Tax Reviewer
Location: West Des Moines, IA (In Person)
Salary: $70,000–$85,000 per year
Job Type: Full-Time
Position Overview
We are seeking an experienced, highly detail-oriented Tax Reviewer to join our growing firm in West Des Moines. This role is ideal for a tax professional with strong technical expertise complex business returns who thrives in a fast-paced environment and maintains exceptional organizational standards.
The Tax Reviewer will be responsible for reviewing a wide range of tax returns — from individual filings to complex partnership and corporate returns — ensuring technical accuracy, compliance, and completeness. This individual will also provide coaching and feedback to preparers while serving as a technical resource for the firm.
Key Responsibilities
Review individual, partnership, and corporate tax returns for accuracy, completeness, and compliance with federal and state regulationsReview and analyze complex business tax returns, including multi-entity and high-level transactionsEnsure all returns meet firm quality standards and regulatory requirementsProvide clear, constructive feedback and mentorship to tax preparersConduct advanced tax research and resolve complex technical tax mattersAssist with tax planning, audits, and special projectsEvaluate internal processes and recommend improvements to enhance efficiency and accuracyCommunicate directly with clients to gather information and clarify technical mattersCollaborate with leadership and other departments to improve workflows and client outcomesPrepare business and individual tax returns as needed
Qualifications & Requirements
Bachelor’s degree in Accounting or Finance (CPA or MBA preferred)5+ years of progressive tax experience, including at least 3 years reviewing tax returnsExtensive experience handling complex business tax returns (partnerships and corporations required)Strong knowledge of U.S. GAAP and federal/state tax regulationsExceptional attention to detail and accuracyHighly organized with strong time management and prioritization skillsAbility to manage multiple projects and meet deadlines in a fast-paced environmentStrong analytical and problem-solving abilitiesExcellent written and verbal communication skillsLeadership ability with experience coaching or mentoring team membersAdvanced proficiency in Microsoft ExcelExperience with Lacerte and QuickBooks (Desktop and Online) preferred
Core Competencies
Detail-Oriented and Quality-FocusedStrong Organizational SkillsDeadline DrivenAnalytical and Technical ExpertiseProfessional CommunicationConfidentiality and IntegrityProductivity and Results Oriented
Benefits
401(k) with Company MatchHealth, Dental, and Vision InsurancePaid Time OffContinuing Education CreditsFlexible ScheduleSummer HoursReferral ProgramVolunteer Time OffOpportunities for Advancement
Additional Information
Schedule: Monday–FridayExperience Required:5+ years Tax Preparation3+ years Tax Reviewing (Required)In office position- Ability to commute to West Des Moines, IA 50266 (Required)
This description is intended to provide a general overview of the position and is not an exhaustive list of responsibilities and qualifications.
\nCompany Description
About E&M, PLLC
At E&M, PLLC, growth, exceptional client service, and an outstanding workplace culture go hand in hand.
Founded in 2018, our firm has grown from a small team of five professionals to a thriving organization of more than 30 talented team members—and we're still growing. Our success is built on strong leadership, a commitment to delivering exceptional service, and a team that genuinely enjoys working together while supporting one another's success.
We embrace a "work hard, play hard" philosophy. Every day, we strive to exceed our clients' expectations while fostering a collaborative, positive, and engaging work environment. We celebrate our accomplishments, encourage innovation, and invest in the professional and personal growth of our team members.
Our culture is built on professionalism, accountability, integrity, and teamwork. We believe that when our employees thrive, our clients benefit. That's why we seek individuals who are driven, solution-oriented, and committed to continuous improvement.
Most importantly, our clients are at the center of everything we do. We pride ourselves on being responsive, detail-oriented, and building long-term relationships based on trust, reliability, and exceptional service.
If you're looking for an opportunity to become an integral part of a growing firm where your contributions are valued and your work makes a meaningful impact every day, we'd love to meet you.
