Job Openings

June 2019

Tax Manager

Montgomery Taylor Wealth Management is seeking a Tax Manager to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Become a member of one of the most respected teams in the wealth management industry.  Montgomery Taylor Wealth Management was named one of the nation’s top wealth management firms. The founder, Montgomery Taylor, is a best-selling author and speaker.

Our mission at Montgomery Taylor Wealth Management is to be the most trusted for financial advice. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

Description
Our company is looking for an experienced Tax Manager to oversee our tax department. The ideal candidate will have supervisory level experience with tax preparation and planning for individual, fiduciary, corporate and partnership tax returns, and experience in supervising staff. If you have prior experience in these areas, we would love the opportunity to speak with you regarding this fantastic opportunity.

Responsibilities & Activities

  • Responsible for managing the tax reporting, tax planning, and compliance function.
  • Manage employees, assign work and develop the tax department team.
  • Must be familiar with regulations at the federal, state and local level.
  • Represent clients with IRS, State or other audits.
  • Review completed tax forms and provide recommendations to junior members of our team when needed.
  • Develops processes and procedures.
  • Research and resolve tax and accounting issues affecting our firm.
  • Develop and maintain strong relationships with clients through ongoing communication and exceptional service.
  • Look for wealth management service opportunities and refer to wealth advisor.
  • Plan and achieve revenue growth goals for the tax department.
  • Assist with execution of the strategic vision/goals of the firm.
  • Demonstrate leadership abilities.

Knowledge, Skills, & Abilities

  • Bachelor’s degree in Accounting.
  • A licensed CPA.
  • A minimum of 5 years in public accounting-with a tax focus.
  • Solid technical knowledge and research skills in tax.
  • Strong analytical and problem solving skills.
  • Excellent written and verbal communication skills.
  • Working knowledge of accounting software systems, such as Lacerte, SurePrep and Quickbooks.
  • Attention to detail.
  • Ability to work overtime as needed.
  • Exceptional leadership abilities.
  • Desire to always be learning and contributing.
  • Salary is commensurate with experience.

We offer a flexible working environment in a beautiful and professional office location. This is your chance to play a key role in the path your career takes and in the continued success of our company. Our culture is fast-paced, collaborative, and focused on improving our client’s lives.

For more information about our company, please visit our website www.MontgomeryTaylorWealth.com

If you’re interested in this opportunity, please send your resume and letter of interest to Monty@MontgomeryTaylorWealth.com  . Given the high demand for this position, we’re only able to contact the most qualified candidates.


Tax Supervisor

Montgomery Taylor Wealth Management is seeking a Tax Supervisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! 

Become a member of one of the most respected teams in the wealth management industry.  Montgomery Taylor Wealth Management was named one of the nation’s top wealth management firms. The founder, Montgomery Taylor, is a best-selling author and speaker.

Our mission at Montgomery Taylor Wealth Management is to be the most trusted for financial advice. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you! 

Description
We are a firm that has been providing quality accounting, tax, and financial services to our clients for decades. At present, we are seeking a professional to fill the role of Tax Supervisor to supervise our staff and develop strong, lasting relationships with our clients. The ideal candidate will be experienced with tax planning for individual, fiduciary, corporate and partnership tax returns. If you have prior experience in these areas, we would love the opportunity to speak with you regarding this fantastic opportunity.

Responsibilities & Activities

  • Responsible for supervising the tax reporting, tax planning, and compliance function.
  • Supervises the completion of accurate tax returns in order to minimize the tax obligations of an organization.
  • Must be familiar with regulations at the federal, state and local level.
  • Represent clients with IRS, State or other audits.
  • Review completed tax forms and provide recommendations to junior members of our team when needed.
  • Contributes to the development of processes and procedures.
  • Research and resolve tax and accounting issues affecting our firm.
  • Develop and maintain strong relationships with clients through ongoing communication and exceptional service.
  • Supervise the firm’s internal accounting systems.
  • Supervise and assist with client accounting needs.

Knowledge, Skills, & Abilities

  • Bachelor’s degree in Accounting.
  • A licensed CPA.
  • A minimum of 4 years in public accounting-with a tax focus.
  • Solid technical knowledge and research skills in tax.
  • Strong analytical and problem solving skills.
  • Excellent written and verbal communication skills.
  • Working knowledge of accounting software systems, such as Lacerte, SurePrep and Quickbooks.
  • Attention to detail.
  • Ability to work overtime as needed.
  • Desire to always be learning and contributing.
  • Salary is commensurate with experience.

We offer a flexible working environment in a beautiful and professional office location. This is your chance to play a key role in the path your career takes and in the continued success of our company. Our culture is fast-paced, collaborative, and focused on improving our client’s lives.

For more information about our company, please visit our website www.MontgomeryTaylorWealth.com

If you’re interested in this opportunity, please send your resume and letter of interest to Monty@MontgomeryTaylorWealth.com  . Given the high demand for this position, we’re only able to contact the most qualified candidates. 


August 2018

Seasonal Tax Preparer

Montgomery Taylor, CPA, is a small CPA firm providing tax preparation, tax advice, and accounting services to individuals and small businesses for over 23 years. We are also a wealth management firm!

Our firm is currently seeking a seasonal tax preparer, with hopes of a continued working relationship in future years. To be considered for the position, the candidate must have a minimum of 3 years experience in preparing tax returns and must be able to work independently. CTEC license holders, EA’s or CPA’s are encouraged to apply.

Experience with Lacerte tax software is preferred but not required. Additionally, job candidates should have excellent verbal and written communication skills, strong organizational abilities, the capacity to manage multiple projects at once, and a positive “client always comes first” attitude.

Primary job duties will be preparation and/or review of individual and business income tax returns.

We offer a competitive salary (DOE) and flexible work schedule for the right candidate. Position is available for the tax season and possibly beyond.

A cover letter, resume, and salary requirements MUST be provided with your response for consideration for this position. Please email your response.