Tax Manager

Overview

• Lead tax compliance, planning, and advisory services for diverse clients.
• Collaborate with partners and clients to deliver high-quality tax solutions.
• Supervise and mentor tax staff, fostering professional growth and teamwork.
• Ensure compliance with federal, state, and local tax regulations.
• Prepare and review complex tax returns for various entities and individuals.
• Identify tax risk management issues and propose practical solutions.
• Contribute to the firm’s strategic vision and dynamic growth plans.
• Work in a hybrid capacity, balancing office and remote work effectively.

Key Responsibilities & Duties

• Prepare and review tax returns, including high-net-worth individuals, fiduciary, corporate, and partnership filings.
• Manage engagement workflows, ensuring timely and accurate completion of tasks.
• Provide tax planning, compliance, and advisory services to clients.
• Supervise, train, and mentor tax staff to enhance their professional development.
• Communicate effectively with clients, partners, and team members.
• Monitor and address team member questions to ensure clarity and accuracy.
• Conduct tax research and apply technical knowledge to complex matters.
• Identify and resolve tax risk management issues collaboratively.

Job Requirements

• Bachelor’s degree in Accounting or related field (Required).
• CPA license (Required).
• Minimum 7 years of experience in public accounting or CPA firm (Required).
• Proficiency in CCH Axcess Tax, tax research tools, and Microsoft Office Suite (Preferred).
• Strong client-facing communication skills, both verbal and written.
• Ability to work independently and lead a team effectively.
• Excellent organizational and time management skills.
• Collaborative mindset with a professional and positive demeanor.