Tax Manager

We are looking for a Tax Manager who is very client service oriented to supervise tax staff and seniors, review accounting and tax returns, facilitate tax planning, and interface with the client’s advisory team.  The tax manager will report to the partner of the tax department.  This is a hybrid position with remote and in office hours required.

The responsibilities of the Tax Manager include, but are not limited to the following: 

• Review and manage staff deliverables including tax returns, extensions, tax planning, and accounting adjustments for all entity types (C-Corp, S-Corp, Partnership, Limited Liability Company, Fiduciary, including multi-state returns.)
• Prepare and review complex federal and state individual income, gift, and estate tax returns.
• Prepare and review complex federal and multi-state income tax returns for business entities.
• Prepare and review complex tax planning projections.
• Responsible for overseeing and managing several clients’ accounts and being a contact person for the client.
• Actively participates in client meetings and tax planning efforts, including assistance to the financial advisors with tax and financial planning, and various client-related issues throughout the year.
• Conduct complex tax research, preparation of memorandum outlining findings and conclusions, and communication of results to our team, and to the client.
• Review internally prepared financial statements for business entities, fiduciary entities, and individuals, including working with our CAS department on required adjustments, and accounting questions.
• Assist in the management and monitoring of client deliverables and due dates.
• Respond to IRS and state agency audits, inquires, and tax notices. Communication with the taxing authorities and clients in connection with audits, inquires, and tax notices.
• Lead department in knowledge of software, processes, and workflows.
• Communicate directly with clients, colleagues, and management on various matters related specifically to clients, or general business or industry issues. 
• Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating existing and new client needs.
• Engage in consulting and special projects as requested from Management, advisors, and clients.
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Assist with employee training and mentoring.

Position Qualifications:

• CPA certification required
• Advanced technical skills in a variety of tax, accounting, and general business areas
• Ability to identify and propose resolutions to complex income tax issues 
• Well-developed management and supervisory skills
• Strong interpersonal skills, including experience of interacting with clients
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Strong time management and organizational skills
• Proficient in Microsoft Office programs, and CCH Axcess programs; proficiency in QuickBooks or other accounting software, a plus
• Must be responsive to the needs of clients and colleagues, with strong follow-through

Personal Characteristics, Educational and Experience Requirements

• Bachelor’s degree in accounting, or other major with additional tax and accounting coursework
• MST degree, or degree in progress preferred
• Minimum of seven years’ experience preparing all types of tax returns with a CPA firm and/or private firm.
• Minimum four years’ experience reviewing all types of tax returns and financial statements with a CPA firm and/or private firm
• High integrity with a strong work ethic
• Motivated, self-starter who is looking for an opportunity to grow and who enjoys challenges and working with a team of professionals from different disciplines