Tax Manager

Tax Services

Manage multiple tax engagements from planning through completion.

Prepare and review federal, state, and local tax returns for corporations, partnerships, fiduciaries, and individuals.

Prepare and review tax projections and estimated tax calculations.

Conduct tax research and prepare technical memoranda, written correspondence, and client guidance.

Provide tax planning and consulting services.

Research complex tax issues and recommend practical solutions.

Ensure compliance with applicable tax laws, regulations, and professional standards.

Accounting and Financial Reporting

Oversee month-end and year-end accounting close processes.

Review general ledger activity and balance sheet reconciliations.

Review and assist with the preparation of compiled and reviewed financial statements, including required disclosures and engagement checklists.

Assist with financial reporting and accounting matters.

Support external audit engagements as needed.

Client Management

Manage and maintain relationships with multiple clients across various industries.

Communicate engagement progress, issues, recommendations, and resolutions through written and verbal correspondence.

Anticipate engagement risks and proactively develop solutions.

Ensure engagements are completed efficiently while maintaining high-quality standards and client satisfaction.

Leadership and Staff Development

Supervise, mentor, train, and develop professional staff.

Review staff workpapers, tax returns, and financial statements for accuracy and completeness.

Provide timely coaching, performance feedback, and technical guidance.

Assist with staff scheduling, workflow management, and engagement assignments.

Foster a collaborative and professional team environment.

Qualifications and Certifications

Bachelor's degree in Accounting required.

CPA license preferred; active CPA license is highly desirable.

Minimum of 10 years of recent public accounting experience.

Previous supervisory or management experience required.

Strong technical knowledge of federal and state taxation for individuals and business entities.

Excellent accounting, analytical, and problem-solving skills.

Strong tax research abilities.

Exceptional attention to detail and organizational skills.

Ability to manage multiple engagements and consistently meet deadlines.

Excellent written and verbal communication skills.

Strong leadership and supervisory abilities.

Proficiency in Microsoft Office, including advanced Microsoft Excel.

Experience with QuickBooks.

Experience with tax software such as UltraTax or similar platforms.

Foreign tax experience is an advantage.

Benefits

Health insurance

Disability insurance

Life insurance

Retirement plan with employer contribution

Health savings account

Paid time off

Family leave

Full-time employment

Professional development opportunities