Tax Manager (Hybrid)

Gerson Preston Klein Lips Eisenberg and Gelber PA

$90K — $120K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Taxation; Master's in taxation is a plus
  • CPA License or eligibility preferred
  • Proficient in tax preparation software
  • Strong analytical and technical skills
  • Effective communicator, both verbally and in writing
  • Experience in a cross-functional, entrepreneurial environment
  • Capacity to manage multiple projects simultaneously
  • Motivated to provide excellent client service

Responsibilities

  • Review tax returns for individuals, partnerships, and corporations
  • Analyze tax adjustments for financial statement preparation
  • Develop technical expertise and ensure compliance
  • Manage client engagements and expectations to maintain relationships
  • Oversee entire client engagement processes
  • Set and communicate clear project budgets and deadlines
  • Complete engagements on time and within budget
  • Manage firm administrative functions such as billing and collections

Benefits

  • 401k
  • Health Insurance
  • Dental
  • Vision
  • Paid Time Off
  • Wellness Plan
  • Bonus
Full Job Description
What we seek:

We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you.

Responsibilities of the Tax Manager role:

-Review tax returns for individuals, partnerships, and corporation

-Review tax adjustments to financial statements to prepare returns

-To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen.

-Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
-Consistently handle the complete client engagement and relationship.
-Ensure expectations are clear with the Client Ambassador on deadlines and expectations.
-Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients.
-Establish engagement project budgets and due dates.
-Completes engagements on time, on budget, with highest quality.
-Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance.

Position Requirements of the Tax Manager role:
  • Bachelor's degree in Accounting or Taxation; Master's degree in taxation is a plus
  • CPA License or eligibility to take CPA exam preferred
  • Experience using tax preparation software and applications.
  • Excellent analytical and technical skills
  • Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
  • Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes.
  • Ability to work on multiple projects at a given time.
  • Motivated to meet client deadlines and provide superior client service
  • A team player with strong relationship skills

Benefits:
  • 401k
  • Health Insurance
  • Dental
  • Vision
  • Paid Time Off
  • Wellness Plan
  • Bonus

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