POULIN FINANCIAL SERVICES

Tax Manager

Our client, Poulin Financial Services in Portland, Maine, is seeking a self-motivated, independent-thinking, and detail-oriented Tax Manager for a growth opportunity.  The successful candidate will serve as a trusted advisor to clients with the goal of maximizing engagement and achieving positive outcomes.

As Tax Manager you will:

  • Deliver a full range of tax and accounting services in compliance with laws and regulations.
  • Build relationships with clients and provide excellent planning, consulting, and guidance.
  • Recommend tax and financial strategies that align with clients’ goals.
  • Provide innovative tax planning and review complex tax returns.
  • Identify and mitigate tax risks.
  • Improve processes by developing or implementing best practices.
  • Ensure the confidentiality of each client by following all company procedures regarding information handling.
  • Follow industry trends and track changes related to taxes.
  • Be a resource to all staff for accounting, tax, and administrative matters.
  • Grow the business by promoting the firm’s services and expanding the client base.

Qualifications:

  • CPA/EA and/or Master’s degree in Taxation required
  • At least 10 years of experience in preparing individual and/or business tax returns – trust and non-profit experience is a plus
  • Strong QuickBooks experience is required – Lacerte tax software and Thomson-Reuters tax research experience strongly preferred
  • Dedication to superior client service
  • Proven track record of working independently with clients
  • Excellent project management and communication skills
  • Exceptional analytical and time management skills
  • Keen attention to detail
  • Professionalism, dependability, integrity, and trustworthiness

Interested? Please submit your cover letter and résumé.

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Poulin Financial Services is a strong, stable financial services firm offering accounting, tax preparation, QuickBooks counseling, and business consulting services to individuals, small-to-midsize businesses, trust, and non-profits. Helping clients with planning and providing experienced advice are a priority for the entire team. They are a small company able to customize services to meet the needs of their clients at an affordable cost.