Tax Manager

Job Description

Job Description

Summary:

In this role you will provide tax research, planning and consulting services to a diverse range of clients.

Essential Functions:

• Prepare and review complex corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns
• Act as Primary Contact for Various clients
• Meeting with prospective clients and assisting with preparation of proposals.
• Serve clients specific needs and identify value-added solutions for clients
• Conduct tax research.
• Preparing tax projections and performing tax planning for more complex clients.
• Knowledge and interpretation of various types of trust documents and wills, business operating agreements and other related documents.
• Assist client with related business needs (QuickBooks, payroll tax, sales tax).
• Ability to represent client before the Internal Revenue Service. Supervising seniors and staff and evaluating their performance and providing them with feedback.
• Maintain accurate records for client billing system.
• Assist in the training and development of less experienced staff.
• Keeping partners informed of all important work developments, analyzing major problems or potential problems, and recommending solutions.
• Manage and maintain multiple client relationships, engagements, and special projects on time and on budget.

Qualifications

• Bachelor's degree required; Master’s degree in Accounting related field preferred.
• CPA certification is required.
• 5+ years of public accounting experience.
• Excellent interpersonal, analytical, research and audit project management skills.
• Ability to effectively communicate and develop strong relationships with clients, business partners, and co-workers.
• Proficient in MS Office Suite. Proficiency in Thompson Reuters, or an equivalent tax software, required.