Job Summary:The Tax Manager assists in overseeing the firm's tax compliance, reporting and planning functions along with reviewing complex tax returns, ensuring adherence to federal, state and local regulations, developing tax-savings strategies and mentoring Tax staff.
Responsibilities and Duties: - Ownership of tax return preparation of individual, trust and various types of business returns;
- Direct client responsibilities and interaction;
- Research and communicate complex tax issues;
- Maintain accurate and up-to-date client records;
- Ensure clients comply with IRS regulations and meet their state and federal tax obligations; and
- Review client financial records, income statements and expenditures;
- Assist clients with tax planning, identifying opportunities for both tax savings and great long-term decisions.
Qualifications and Requirements:- 5+ years previous experience in a Tax Department of a Public Accounting firm or other significant tax experience;
- Tax return preparation of individual, trust and various types of business returns;
- Certified Public Accountant license;
- Ability to research and communicate complex tax issues;
- Excellent interpersonal, oral and written communication skills and
- Willingness to interact directly with clients while delivering high quality service and helping maintain positive client relationships.
The Tax Manager should be proficient in the following or similar software:- Ultra Tax
- Thomson Reuters Engagement Manager software (or similar trial balance software)
- Microsoft Excel and Word
Benefits and Perks:- Terrific local firm culture.
- No minimum chargeable hour requirement. We manage the firm based on projects and value to the client, rather than how many chargeable hours you have or your realization level against an unrealistic budget.
- Office closed on most Fridays for the months of May - July.
- Modern technological tools and systems to help make the workday pleasant and efficient.
- The firm is committed to life-long learning and supportive in getting all staff appropriate formal training.
- The firm offers subsidized health, dental and vision insurance along with fully paid short- and long-term disability, life and AD&D insurance and a matching 401(k) Plan.
- Hybrid working arrangements will be considered.
