Broker Check

Careers With TMS

Experienced Tax Preparer

Tax Management Services, Inc. is hiring full-time Seasonal Tax Preparers with experience in preparing individual tax returns. We are a growing firm and have caseloads to distribute because of retiring preparers. Enrolled Agent certification is preferred but not required. Experience with small businesses is a plus but not necessary.

The ideal candidate:

  • Excellent communication and customer relations skills
  • Knowledgeable on federal and state legislation
  • Able to research and resolve taxation issues as well as tax planning opportunities
  • Motivated, Team Player Attitude

The position is full-time during the tax season with training to start in December or January. Family-friendly culture, employee-focused, great work life balance.

Tax Management Services, Inc. specializes in individual and small business taxes. We have been assisting clients with all facets of their financial needs including taxes, small business accounting services and investments for over 30 years.

Submit your resume to Kris Mlinar at krism@tmsmoney.com

CPA with Tax Experience

Tax Management Services, Inc. is hiring a CPA with tax experience to prepare small business as well as individual tax returns.

The ideal candidate:

  • Knowledgeable on federal and state legislation and able to research and resolve taxation issues.
  • Excellent understanding of accounting procedures
  • Prepare and review financial statements
  • Make recommendations for tax planning and strategies
  • Motivated, Team Player Attitude

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance. Candidates may qualify for potential additional commission based upon caseload.

Tax Management Services, Inc. specializes in individual and small business taxes. We assist clients with all facets of their financial needs including small business accounting services and investments.

Submit your resume to Kris Mlinar at krism@tmsmoney.com

Staff Accountant

Tax Management Services, Inc. is currently accepting applications for a Staff Accountant/Payroll Clerk. The Staff Accountant/Payroll Clerk is a critical member of our accounting team, ensuring that clients receive exceptional service. This individual will be able to work independently as well as with collaboratively as part of our team.

The Ideal Candidate:

  • Minimum Associate's Degree in Accounting, Finance or Business
  • Minimum of 2 years of experience in payroll and accounting industry
  • Proven analytic and problem-solving skills
  • Strong communication and interpersonal skills
  • Detail-oriented and thorough with desire for greatest degree of accuracy
  • Strong organizational and multi-tasking abilities with the ability to prioritize
  • Proficient in computer skills including QuickBooks
  • Positive attitude and professional appearance and demeanor
  • Ability to work both independently and as part of a team
  • Ability to work under pressure and meet deadlines

Responsibilities:

  • Perform general bookkeeping, payroll and accounting duties according to best practices
  • Process quarterly payroll tax reports
  • Process sales tax returns
  • Ensure timely tax filings for IRS and State entities
  • Work with clients to maintain strong working relationships
  • Respond to client phone and/or email inquiries
  • Comply and stay up to date on financial regulations and legal requirements
  • Research payroll and accounting issues
  • Identify areas for improvement and assist with implementation

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance.

Submit your resume to Kris Mlinar at krism@tmsmoney.com

Bookkeeper

Tax Management Services, Inc. is currently accepting applications for a Bookkeeper. The bookkeeper is a critical member of our accounting team, ensuring that clients receive exceptional service. This individual will be able to work independently as well as with collaboratively as part of our team. Experience is a plus but TMS is willing to train the right individual.

The ideal candidate:

  • Associate's Degree in Accounting, Finance or Business preferred but not required.
  • Knowledgeable in general bookkeeping, payroll and accounting duties according to best practices
  • Able to process quarterly payroll tax reports and sales tax returns
  • Capable of timely tax filings for IRS and State entities
  • Comfortable working with clients to maintain strong working relationships
  • Has proven analytic and problem-solving skills
  • Possesses strong communication and interpersonal skills
  • Is detail-oriented and thorough with desire for greatest degree of accuracy
  • Strong organizational and multi-tasking abilities with the ability to prioritize
  • Proficient in computer skills
  • Ability to work under pressure and meet deadlines

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance.

Tax Management Services, Inc. specializes in individual and small business taxes. We assist clients with all facets of their financial needs including small business accounting services and investments.

Submit your resume to Kris Mlinar at krism@tmsmoney.com

Financial Services Assistant

The Financial Services Assistant is a critical member of Tax Management Services, Inc. Investments Team, ensuring that clients receive exceptional service. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has a strong attention to detail and provides the highest level of customer service. This individual will be able to work independently as well as collaboratively as part of our group.

The Ideal Candidate:

  • Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 5+ years of experience in finance or investment industry (preferred but not required)
  • Strong understanding of investment products and financial industry (preferred but not required)
  • Series 7 & 66 preferred but not required
  • Excellent communication and interpersonal skills
  • Detail-oriented and thorough with desire for greatest degree of accuracy
  • Strong organizational and multi-tasking abilities with the ability to prioritize
  • Proficient in computer skills including Word, Publisher, Power Point, Excel, Outlook
  • Ability to quickly learn new computer programs, software and technology, welcome change and a strong desire to continuously learn and improve
  • Ability to work both independently and as part of a team
  • Ability to maintain confidentiality
  • Must pass background check required for securities industry

Responsibilities:

  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Respond to phone inquiries, research and resolve questions, assist clients with requests
  • Verify that all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls, scheduling client appointments, greeting clients
  • Learn and run various specialized financial software applications
  • Create and update various Excel reports, database projects and other special projects as directed
  • Create/run client reports
  • Assist with design of client marketing pieces, website maintenance and social media
  • Plan/develop client appreciation events, announcements, newsletters

Potential Future Opportunities:

  • Help manage advisors in broader OSJ group
  • Become a financial advisor
  • Manage investment trading platform
  • Prepare financial plans

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance.

Submit your resume to Kris Mlinar at krism@tmsmoney.com