Tax Manager

Tax Manager

We are seeking a detail-oriented Tax Manager to lead tax compliance, reporting, and planning for a diverse portfolio of clients including individuals, partnerships, corporations, and trusts. The Tax Manager will oversee preparation and review of federal and state tax returns, coordinate audits, ensure GAAP-compliant tax provision work, and provide technical tax guidance to clients and internal teams. This role requires strong technical tax knowledge, leadership experience, and the ability to manage multiple engagements while maintaining high standards of accuracy and client service.

Key Responsibilities

• Lead and manage tax compliance for individuals, partnerships, corporations, and trusts, ensuring timely and accurate preparation and filing of federal, state, and local tax returns.
• Review and approve tax returns and supporting workpapers prepared by staff and senior tax professionals; ensure adherence to firm and professional standards.
• Prepare and review GAAP tax provisions, deferred tax calculations, and tax-related financial statement disclosures.
• Coordinate and support tax audits and examinations; prepare responses to tax authorities and work with external advisors as needed.
• Provide tax planning and research on complex issues, identifying tax-saving opportunities and advising clients on implications of tax law changes.
• Supervise, mentor, and train tax staff and senior tax managers; manage workflow, delegate tasks, and conduct performance reviews.
• Serve as primary client contact for assigned engagements; develop and maintain strong client relationships and communicate complex tax matters in clear, actionable terms.
• Manage project timelines and budgets, ensuring engagements are completed on schedule and within scope.
• Stay current on federal, state, and international tax developments and apply changes to client engagements and internal processes.
• Contribute to business development efforts, including client proposals, presentations, and cross-selling services.
• Implement and promote quality control procedures to ensure compliance with professional standards and firm policies.

Qualifications

• Bachelors degree in Accounting, Finance, or related field; Masters in Taxation or Accounting preferred.
• Licensed CPA required or actively pursuing CPA license (depending on jurisdiction).
• 5+ years of progressive tax experience with exposure to individuals, partnerships, corporations, and trusts; prior experience as a Tax Manager or Senior Tax Manager strongly preferred.
• Demonstrated experience preparing and reviewing federal, state, and local tax returns and GAAP tax provisions.
• Strong technical knowledge of U.S. tax law, taxation of individuals, partnerships, corporations, and trusts, and experience handling tax audits.
• Proven ability to review, prepare, and analyze complex tax workpapers and ensure accuracy and compliance with GAAP.
• Experience supervising and mentoring staff, with excellent delegation and performance management skills.
• Proficiency with tax software and research tools; advanced Excel skills required.
• Excellent written and verbal communication skills with the ability to explain technical tax issues to clients and colleagues.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities and deadlines.
• Professional demeanor, client-service orientation, and commitment to ethical standards and quality control.

Benefits

• Health
• Dental
• Vision
• Flexible schedule
• Paid time off
• Retirement Plan
• Work from home
• Cell phone reimbursement