Tax Manager

An esteemed firm is on the lookout for an enthusiastic and competent individual eager for a full-time tax position, available in either our Raleigh or Charlotte locations. The successful candidate will join our dedicated tax department, catering to a diverse client base that includes individuals, businesses, non-profit organizations, trusts, and a range of other entities.

PRIMARY RESPONSIBILITIES

• Prepare tax returns for individuals, corporations, and partnerships.
• Engage with clients to collect necessary supporting documents.
• Diagnose tax issues and formulate resolutions.
• Offer innovative tax planning strategies and review complex income tax returns.
• Oversee tax team members to ensure accurate completion of tax returns.
• Stay abreast of tax law changes, informing management and the team, and devising strategies to leverage new tax legislation.
• Draft and review detailed technical tax memos.
• Liaise with tax authorities to address and resolve notices.
• Implement and maintain robust tax process control measures.
• Provide training and mentorship to team members on policies and procedures.

REQUIRED QUALIFICATIONS

• Bachelor's degree in Accounting (Master's degree in Accounting or Taxation preferred).
• 5 to 8 years of experience in Public Accounting.
• Proficiency in preparing tax returns for individuals, closely held businesses, and pass-thru entities (S Corps and Partnerships).
• Exceptional project management, analytical, and interpersonal communication skills.
• Capability to juggle various projects, deadlines, and budgets effectively.
• Strong accounting, analytical, and research competencies with a keen interest in professional growth.
• Excellent ability to convey important information to partners, managers, and clients.
• A team player who is also willing to undertake administrative duties as needed.

PREFERRED QUALIFICATIONS

• CPA License or in the process of obtaining one.
• Experience with QuickBooks.
• Familiarity with tax matters for high net-worth individuals and multi-state tax returns.
• Experience in preparing tax returns for exempt organizations.