Staff
Associate

Are you naturally wired with high energy, meticulous with detail, and driven to ensure your teams and organization execute flawlessly?  Are you passionate about delivering top-notch client service?

Is your communication style factual, to the point, and your overall leadership style evidenced by your roll up your sleeves ‘can-do’ attitude?

Finally, are you personally and financially motivated to see your ideas mobilized by your company to meet and exceed their goals?

We want a naturally decisive person with the ability to break down problems and devise logical solutions independently.  We want a fast-paced superstar who is comfortable multi-tasking and handling new issues and problems as they arise.  While always providing top-notch customer service and

If you are this person, we want to get to know you.

Engage Advisors is a public accounting firm that specializes in providing accounting, tax, and business advisory services to dentists.  We are seeking a Tax Manager to immediately join our practice in our Kansas City/Chicago/San Diego office.   The ideal candidate excels at building relationships, thrives on client’s success, ensures client satisfaction, and looks for ways to expand service for existing and new clients. As described below, the position involves tax planning and preparation for businesses and individuals; reviewing staff work for all entity types including but not limited to: C-Corp, S-Corp, Partnership, and Fiduciary engagements. Essentially, the person in this role will need to wear many hats from a perspective of: client, people, process, and product delivery.  We will consider candidates with demonstrated tax technical experience, project management skills, strong communication and organizational skills, and supervisory experience.

Client Service

• Help develop, build, and manage a portfolio of client relationships resulting in increased client retention
• Understand client expectations and manage to specific end results & achieve qualitative outcomes
• Manage client risk and financial performance of engagements including billing, collections, and project budgets
• Own responsibility for delivering high quality client service
• >The ability to advise clients outside of the “normal” tax service
• Excellent verbal and written communications skills with the ability to articulate complex information

People and People Development

• Utilize and present available reporting for tracking and analysis
• Ability to delegate and prioritize work
• Establish clear expectations for work assignments
• Validate work being performed and completed
• Ensure Firm metrics are communicated, expectations understood and being met by all team members
• Constructive feedback on employee performance
• Participate in People Engagement (ex. one on one meetings) with staff
• Identify training and development for all staff
• Ensure employee satisfaction

Product and Process - Accounting/Tax/Advisory

• Final reviewer of work being produced
• Reviews and signs federal and state income tax returns for individuals and businesses
• Supervise the team to ensure an accurate and timely month-end, quarter-end and year-end close
• Collaborates with the other team members across the firm to support overall firm goals and objectives
• Monitors and analyzes the work of the team to develop more efficient procedures and use of resources while maintaining a high level of accuracy
• Assist in development and implementation of new procedures and features to enhance the workflow of the firm through existing systems
• Advises staff regarding the handling of routine and non-routine client work

Qualifications and Requirements

• Bachelor’s degree in accounting or related field
• Licensed CPA
• 5+ years of tax experience in a public accounting firm at the senior or manager level
• Small business & high net worth individuals experience preferred
• Experience managing multiple client engagements and client service teams

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k) matching
• Paid time off
• Life Insurance
• Hybrid opportunities to work from home