Tax Manager

Tax Manager

Location: Mount Pleasant, MI

Full-time

Onsite

Job Description:

We have an opportunity for a full-time tax manager to join our tax and accounting group. This role will be hybrid out of our Mount Pleasant, MI office and responsible for managing the delivery of services to clients related to tax preparation and planning (individual and business), and accounting services. Candidates will be expected to be able to autonomously review tax returns and provide feedback/coaching to preparers, communicate with clients in the delivery of services (verbally and written), and identify planning opportunities for discussion with our Partners and their clients. A successful candidate for this position will be client focused, self-motivated, and continuously learning, while maintaining a caring, authentic, and positive attitude.

Essential Functions:

Review and deliver individual and business income tax returns prepared by staff

Review and deliver accounting services to clients, including financial statement preparation and/or compilation

Independently and effectively communicate with clients, IRS, and other business professionals (internal and external) as needed

Understand and follow standard operating procedures

Perform tax research and stay up to date on law changes

Identify missing information, errors, omissions, and/or planning opportunities from reviewing prior year documentation, draft returns prepared by staff, and information provided by clients

Manage engagement budgets and billings

Provide on the job coaching to team of preparers and staff

Preferred education and experience:

Bachelor’s Degree in accounting or related field

Actively licensed CPA or EA

5 years experience in a public accounting environment

Experience with signing individual and/or business income tax returns is a plus

Familiarity with the following software is preferred, but not required

Ultra Tax

SurePrep

Accounting CS

QuickBooks (online or desktop)