Moneta Group

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Tax Manager CPA - Tax Strategies, LLC

Tax Manager CPA - Tax Strategies, LLC

Job Summary

The Tax Manager ensures Moneta Group is informed of tax law developments that may affect clients and/or business; provides services as requested to Partner teams and/or clients; builds strong relationships with Moneta Group Partner teams and Tax Strategies’ staff.  

Duties & Responsibilities

  • Keeps Moneta teams/departments informed of related tax topics including tax law changes and pending legislation
  • Reviews and approves individual, trust, estate, gift, pass-through and corporate tax returns
  • Reviews and approves payroll tax returns/personal property tax returns
  • Performs research as requested by principal teams and/or clients
  • Performs tax planning; reviews tax projections on a quarterly and/or as needed
  • Participates in client review meetings as needed
  • Commits to unending education to remain an authority in tax matters
  • Increases Tax Strategies ability to develop additional client service opportunities by providing ‘Raving Fan’ service
  • Collaborates and builds effective relationships with Moneta employees and clients
  • Fosters an environment of open, honest, and timely communication
  • Ensures the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position


  • Certified Public Accountant; current license in good standing
  • Five years or more experience in public accounting preferred
  • Passionate about tax services
  • Highly motivated to continue learning
  • Excellent written and verbal communication skills
  • Ability to interact well with clients and all employees
  • Commitment to ‘Raving Fan’ service
  • Professional attitude, demeanor, and appearance

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