Tax Manager

General Summary of Position:

Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them.


Responsibilities include, but are not limited to:
• Review employee benefit plan filings, including Forms 5500, 8955-SSA, 990, and 990-T.
• Review various other tax returns which could include corporate, partnership, not-for-profit, individual and trust tax returns and make recommendations and decisions to address client needs.
• Research and tax planning related to Employee Benefit Plans and other tax return matters.
• Supervise and provide assistance to tax staff.
• Maintain and develop business relationships with our clients.
• Assume additional responsibilities and perform special projects as needed.

Education and Experience:
• Bachelor of Science Degree in Accounting.
• Sufficient knowledge of tax provision and tax compliance based on level of experience.
• CPA certification required.
• Minimum of five years of tax experience in a public accounting firm, including experience with ERISA, Employee Benefit Plans, Qualified Plans, and Form 5500 required.


Qualifications/Skills Required:
• Ability to identify the key stakeholders in a decision-making process and develop working relationships.
• Ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions.
• Possesses strong presentation skills.
• Always alert to opportunities to provide additional services to clients.
• Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates.

The salary range for this position is $95,000 - $120,000.