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Experienced Tax Manager

Avizo Group, Inc. is seeking an experienced accountant to join our team as a Tax Manager with 10 plus years in public accounting. The position is full-time and based out of our Fairhope office. The Tax Manager will be responsible for helping lead our tax practice. This role will require a thorough understanding of the federal, state, and local tax laws and regulations. The Tax Manager will provide strategic advice to clients. In addition, the Tax Manager will work closely with the firm’s leadership team, other members of the tax team, and the operations team to ensure that the firm’s tax services are delivered effectively. The Tax Manager will be part of our Strategy Team and help the firm develop and implement our strategic objectives as we continue to improve and grow Avizo. The Tax Manager will also be active in the community to promote business development and growth for Avizo. 

  • Avizo Group, Inc. has been a Top CPA firm along the Gulf Coast since 1990. Our leaders have spent the last 30+ years challenging the status quo of our profession to make changes for the better for both our own team members and our clients. Some of those changes include working significantly less overtime, pricing work on value instead of time (that means we do not track time for billing), basing incentive pay on the achievement of goals that benefit both our team and the firm, and a commitment to continual learning and improvement. 

     For our clients, we focus on producing more than a tax return or financial statement. We have genuine interest in helping business owners achieve their goals and objectives for success through sound business strategy, accounting guidance, and tax advice. This is achieved by regular communication with our clients throughout the year while actively marketing our services and a strong commitment to learning. 

     At Avizo Group, we prioritize your work/life balance by providing the tools, compensation, and benefits needed to achieve your professional goals while also being available for family, friends, and personal interest. We offer flexible work schedules so our team can work at their optimal times.  We have successfully made reducing overtime during tax season a priority through our Project 40 initiative. We have reduced office hours, closing at 1:00 pm on Fridays year-round. We have a generous PTO policy and believe that taking time away from the office is important to our team’s overall well-being, both mentally and physically.  Getting away to recharge is vital to our long-term success. 

     Our Fun Committee makes sure there are fun activities throughout the year to keep our team engaged as well as allowing us times to bring our families to events so we can all enjoy being part of the Avizo Family.   

  • Bachelor’s degree in accounting, finance, or a related field. 
  • CPA certification is required. 
  • 10+ years of experience in tax compliance and planning. 
  • In-depth knowledge of tax codes, rules, and their implications. 
  • Experience in preparing tax returns and researching complex tax issues. 
  • Strong interpersonal, leadership, and analytical skills. 
  • Ability to build and maintain strong relationships with clients. 
  • Ability to prioritize and manage multiple projects and deadlines. 
  • Experience leading a team as well as coaching and mentoring staff. 
  • Ability to communicate effectively with clients and team members. 
  • Enthusiasm for community involvement. 
  • Experience and general interest in helping small business owners achieve their goals and objectives for success. 
  • Experience with Thomson Reuters Ultra Tax and related software is preferred. 

Key Expertise and Technical Skills: 

  • Show specialized expertise in managing and optimizing tax positions for various entities and individuals. 
  • Be proficient in handling multi-state flow-through entities, ensuring compliance and tax optimization across jurisdictions. 
  • Successfully lead tax engagements as both the job manager and the service lead/return signer, coordinating closely with clients, partners, and staff. 
  • Acts as the primary point of contact for clients, offering tailored tax solutions and strategic advice. 
  • Have extensive experience in preparing and reviewing individual, partnership, corporation, and trust tax returns. 
  • Supervise and mentor a team of ​​tax professionals, fostering their technical skills and professional development. 
  • Identify and implement best practices to enhance tax processes and workflows, ensuring efficiency and accuracy. 
  • Ensure compliance with federal, state, and local tax regulations, staying current with tax law changes. 
  • Assist clients with tax planning and strategies to minimize liabilities and maximize financial benefits. 
  • Collaborate with other departments and service lines to deliver comprehensive and integrated tax services. 
  • Seek ways to continuously improve processes and identify tools and technology to enhance Avizo’s tax services for our clients’ needs. 

 People Management/Relationship 

  • Evaluate the significance of problems or issues and interpret their implications for the client, considering the client’s risk tolerance. 
  • Lead client meetings. 
  • Build and maintain client relationships through direct contact with appropriate organizational levels on assigned engagements, consistently providing timely responses to both client and internal requests. 
  • Develop a thorough understanding of the firm’s services and effectively present ideas to clients, resulting in additional services. 

 Expertise 

  • Research and review work papers to identify and analyze various book-to-tax differences. 
  • Apply relevant tax laws to specific clients and their unique circumstances. 
  • Demonstrate a thorough understanding and application of tax planning concepts. 
  • Possess a strong comprehension of tax codes, regulations, rulings, and case law. 
  • Identify industry trends to uncover potential savings and risk reduction opportunities relevant to clients’ businesses and tax obligations. 
  • Review research findings, tax returns, and client tax work papers to ensure compliance with firm policies and professional standards and determine the best course of action for the client. 

 Productivity & Business Growth 

  • Identify business development opportunities through new or existing contacts. 
  • Understand our business model and profit generation and demonstrate the ability to act swiftly and strategically to capitalize on opportunities. 

We believe growth and excellence is developed from a willingness to take on responsibility. Our team members actively manage their goals to help both clients and the firm achieve success. They are rewarded for their success in meeting their goals through our Balance Score Card Incentive Pay program. This incentive pay is paid monthly as the goals are achieved so our team receives the benefit of their achievement as they progress during the year.   

In addition to on-the-job training, you will participate in industry-specific training programs. We also offer extensive annual training on the latest technologies. Our Training and Learning Committee plans Lunch & Learns throughout the year for both internal training as well as bringing in external sources to share their knowledge and expertise on a variety of subjects.   

We believe every day is an opportunity to be better as leaders, innovators, team members, and relationship managers.

We offer competitive compensation packages, as well as a collaborative work environment. Our employees enjoy earning their base compensation plus their incentive pay through the Balance Scorecard Incentive Pay program as they accomplish their goals. We offer insurance options for Health, Dental, Vision, Health Savings Accounts and Flexible Spending Accounts. We also have a 401(k)-retirement plan with a substantial employer match. As mentiones about, Avizo Group has a generous PTO policy that allows our staff time away from work to recharge.

We're Also Hiring Our Intern Team

Avizo hires interns to work alongside our team every spring semester. We offer full-time tax positions and part-time admin options. We love our profession and want you to love it too! An internship at Avizo is designed to be more than just checking the box off for school credits. You’ll get hands-on technical and soft skill learning, one-on-one coaching, and a team who is invested in your growth. 

If you’re a student looking to get experience, please reach out! Our internships are designed to allow you to see a variety of areas of our practice.

  • Learn client accounting and tax methods by working on actual client work.
  • Become familiar with a variety of accounting software programs.
  • Discover how to apply classroom knowledge to real-life situations.
  • Link up with coaches and mentors who will guide you through training, answer questions, and give you feedback to help your skills improve.
  • Attend community and internal networking and fun events.
Apply by clicking the button below to email a resume to Kirsten Robertson.

Interested in a Career With Avizo?

Our team members know it’s more than just numbers; it’s all about relationships. We value PEOPLE first and foremost – this extends to our clients, our vendors, our community, and each other. We’re also committed to embracing the change that comes with innovation. Our team members have to be willing to think outside of the box to provide solutions to helps our clients and the accounting profession continually improve.  But, we have fun while we do it – our team is always ready to celebrate each other, share lunch while learning together, and even plan events outside of work.

Even if we do not have a job posted, we’re always interested in talking to people who will fit our team.

Life-Work Balance

We close at 1:00 on Fridays year-round and have generous PTO with minimal OT so that you have time enjoy the things you love. Our flex schedules include options to work in an office, remotely at home, or in a hybrid arrangement.

Continual Learning

We provide growth and development in niche areas that interest you. Outside of standard CPE, our continuous learning efforts include monthly firm-wide Lunch & Learns, leadership training, niche training, and technology training.

Community Involvement

Whether its attending Chamber events, joining a civic club, or just volunteering for events/races/golf/clay tournaments, we allow everyone the opportunity to get involved in the community.

Team-Focused

We use Kolbe to understand how to rely on each other’s strengths. We also apply Lean Six Sigma to ensure the processes in each department are as efficient as possible.

Goal-Setting

Everyone contributes to the betterment of the firm through internal game-changing initiatives. We do this by earning incentives for achieving goals - and these goals benefit not only Avizo, but also you as a professional.

Innovation Driven

We're always looking for what's next, so be ready to jump in with ideas for change!

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