Creativity, Relationships, Honesty, Traction. That is what we value at FNCH Financial + Consulting, LLC. What do you value? What makes you different? At FNCH we champion different and are focused on helping you and our clients achieve success and balance.
“Our vision is to change the face of professional business consulting by fostering unique, creative solutions and building enduring, empathetic relationships with business leaders and their teams. We aim to be a catalyst for progress, helping our clients achieve their vision with honesty and integrity while remaining committed to inclusivity, curiosity, and a friendly approach. Through a blend of innovative and clever thinking, actionable strategies, and genuine connections, we aspire not just to consult, but to transform the way businesses navigate their journeys towards success.”
Job Title: Tax Manager
Location: Bozeman, MT
Salary: $95,000 – $130,000 DOE
Hiring Bonus: $3,000
Relocation Funds Available
Are you ready to join a FUN firm that’s revolutionizing the tax experience? At FNCH, we serve small to medium-sized businesses with exceptional tax advice while promoting work-life balance. If you’re passionate about taxes, love providing top-notch service, and are looking for a role with growth potential, we want to hear from you!
POSITION OVERVIEW:
We are seeking an experienced Tax Manager to support our Tax Director in managing the tax service line. This role requires 3-5 years of relevant experience in a public accounting firm and offers the potential for growth into a Tax Director position. You will be responsible for managing client relationships, ensuring the timely delivery of tax products, and monthly financial work. Experience with CCH ProSystems Access and CaseWare software is highly preferred.
KEY RESPONSIBILITIES:
Leadership and Strategy:
- Work closely with the Tax Director to manage the tax service line effectively.
- Contribute to the establishment and achievement of departmental goals aligned with the firm’s objectives.
Client Management:
- Manage client relationships, ensuring that final annual tax products and monthly financial reports are produced and delivered within expected timelines.
- Prepare and review business and individual tax returns.
- Build and strengthen client relationships by demonstrating a deep understanding of their businesses.
- Meet with clients and provide tax and financial recommendations based on their needs.
Operations:
- Ensure compliance with all regulatory requirements and firm policies.
- Support operational aspects of the tax service line, including pricing, billing, and workflow management.
- Continuously seek process improvements for enhanced efficiency and effectiveness.
Staff Development:
- Mentor and support junior tax staff.
- Contribute to recruiting and retaining top talent within the tax team.
Business Development:
- Assist in identifying new business opportunities and contributing to the expansion of the tax service line.
What Experience and Skills Do I Need to Be Successful?
- 3+ years in a similar role within a public accounting firm. We would consider an experienced Senior Accountant looking to jump into a Manager role.
- A Bachelor’s Degree in Accounting is highly desired or equivalent work experience.
- CPA certification is highly desired, or the ability to attain.
- Proficiency with CCH ProSystems Access and CaseWare is preferred.
Great Perks and Benefits: We offer long-term job stability, a focus on work-life balance, and significant opportunities to grow your career within the firm. Additional perks include:
- Onsite and hybrid, arrangements are available.
- Relocation packages with the ability to work remotely during your transition.
- Competitive medical, dental, and vision insurance plans.
- Unlimited Paid Time Off (PTO).
- Retirement
- Wellness stipend to assist with investing in what wellness means to you: gym, AFLAC plans, gym equipment, mindfulness apps, etc.
- Tuition reimbursement, CPA assistance, and opportunities for professional growth through continuing education.
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
What Will My Schedule Look Like?
We are committed to providing flexible schedules that support a healthy work-life balance, both during and outside of the busy season. At FNCH, we prioritize consulting work and encourage the use of tax extensions, allowing for a more manageable workflow even during the traditional tax rush from January through May. This approach helps smooth out the intensity of the busy season and offers greater balance throughout the year.
With this flexibility, you can adjust your typical Monday-Friday, 8 AM – 5 PM schedule to accommodate personal passions or family time, as long as business needs are met. This commitment to work-life balance ensures you have the space to excel professionally while enjoying a rewarding personal life.
COMPENSATION & METRICS
- Salary: $95,000 – $130,000 DOE
- Do you want the sky to be your limit? We offer it. This position starts at a base salary, with the opportunity to build compensation based on the book of business growth and organization contribution.
- Bonus eligible based on the profitability of service.
FNCH Financial + Consulting, LLC is an equal-opportunity employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
