Tax Manager

Responsibilities

• Prepares and performs detailed reviews of complex U.S. and multi-state income tax returns and related supporting work papers for multiple business entities, including Corporations, S- Corporations, Partnerships, and LLCs.
• Prepares and performs detailed reviews of complex U.S. and state individual income taxes, gift taxes, and fiduciary tax returns including any related supporting work papers.
• Supports tax staff development with thoughtful review comments, aids in learning where needed, and applies appropriate judgement of staff ability when delegating work.
• Calculates federal and state tax estimates. Prepares extensions and estimates withholding, ensuring compliance and preventing late payment penalties.
• Prepares, reviews, and/or approves check requests and taxing authority payment vouchers based on reviewed and approved estimates for individuals, trusts, and business entities.
• Prepares and updates property renditions reports.
• Prepares and maintains various states' annual reports for business entities, if applicable.
• Maintains permanent tax basis files by entities.
• Assists with tax research and special projects as needed. Maintains research materials by reviewing and interpreting new or revised laws.
• Manages and monitors client deliverables and due dates. Maintains internal records, keeps track of deadlines, and ensures timely filings.
• Works with accounting departments to reconcile the working trial balance and tax basis discrepancies, if any.
• Meets with accounting departments to track tax return completion status.

Requirements

• BA/BS in Business with an emphasis in Accounting, CPA required
• Requires 3-5 years of tax supervisory experience, with focus on detail review and workflow planning for middle market clientele
• Requires a minimum of 5 years of professional tax preparation and 3 years detail review experience
• Working knowledge and experience with BNA tax planner, K1X, CCH Autoflow, ProSystem FX, CCH Axcess Tax, tax research tools, and QuickBooks Enterprise
• Strong technical skills and proficiency with software including Excel, Outlook, PowerPoint, Adobe Acrobat, and Word
• In-depth knowledge of current tax laws and ability to keep current
• Ability to adjust accounting books if needed for proper reconciliation to tax return