Tax Manager

This position can be an on-site or hybrid.

We currently have a career opportunity for a Tax Manager and primary responsibilities are focused on the following areas:

Tax Compliance

• Technical review of business, trust and individual income tax returns with the ability to take tasks from beginning to end in an efficient manner, ensuring accuracy and completeness.
• Assisting in identification and resolution of tax issues, providing recommendations for improving client results, applying creative tax ideas to enhance client development and growth.

Project/Task Management

• Provide timely and high-quality services and work products that exceed client expectations.
• Accept responsibility for, and complete tasks assigned in a timely fashion.
• Manage multiple client projects at any given time.

Engagement Management

• Build client relationships and demonstrate knowledge of client business.
• Serve as the Engagement Manager on specific client accounts, taking responsibility for the engagement planning, execution, and final delivery to client.
• Manage tax compliance process, schedule staff, deliver work products on time and communicate engagement status to president.
• Develop a professional relationship with the client.
• Serve as the prime point of contact with the client.

Staff Management and Development

• Take responsibility for subordinates’ activities.
• Effectively delegate work to staff.
• Develop subordinates’ technical and industry skills and encourage growth.
• Personal development to build on technical competence by keeping up to date on trends, developments and technical authorities and applying them to moderately complex situations.

Qualified Candidates Will Have:

• A bachelor’s degree in accounting
• CPA certification / EA
• 6-8 years (minimum) of experience in tax compliance (Individual and Business)
• Business development skills (optional)

Preferred Qualifications:

• Experience with clients in a variety of industries
• Proficient in corporate, trust and partnership taxation
• Working knowledge of State income/franchise tax for multi-state filers
• Strong verbal and written communication skills with the ability to articulate complex information.
• Broad exposure to federal income taxation
• Excellent managerial, organizational, writing, communication, and tax research skills

Benefits Include:

• Flexible work hours and work-from-home options
• Benefits/401K+match
• Self-Managed PTO (unlimited) (except between January 1 and May 1)
• No formal dress code except for client meetings, if applicable
• Competitive salary + bonus opportunities
• Company paid Life Insurance
• Company paid Short- & Long-Term Disability