Tax Manager
Position Overview
The Tax Manager will oversee all tax-related activities, ensuring compliance with federal, state, and local regulations while providing strategic tax planning and guidance for high net worth individuals and businesses. This role requires a thorough understanding of various tax structures including S-Corps, C-Corps, and partnerships, and will involve direct interaction with clients to deliver exceptional tax services.
Key Responsibilities
- Manage and oversee the preparation of federal and state tax returns for individuals, partnerships, and corporations including Form 1040, 1120S, 1065, and others.
- Provide expert tax planning strategies and tax compliance services for high net worth individuals and business clients.
- Conduct reviews of tax returns prepared by junior staff to ensure accuracy and compliance with tax laws and regulations.
- Stay updated on tax law changes and assess their impact on clients' tax positions and strategies.
- Assist clients with tax audits and inquiries from tax authorities, providing necessary documentation and representation as needed.
- Develop and maintain strong client relationships, offering tax advice and solutions tailored to clients' unique situations.
- Collaborate with other departments such as accounting and financial planning to provide comprehensive services to clients.
Qualifications- Bachelor's degree in Accounting, Finance, or related field; Master's degree or further education is a plus.
- Active CPA (Certified Public Accountant) or EA (Enrolled Agent) certification required.
- Minimum of 5 years of experience in tax management, preferably in public accounting or with high net worth clients.
- Strong knowledge of federal and state tax regulations, particularly as they relate to S-Corp, C-Corp, partnerships, and individual tax returns.
- Proficient in using tax software and Microsoft Office Suite, particularly Excel and Word.
- Excellent analytical, organizational, and leadership skills with a detail-oriented mindset.
- Strong communication skills, both written and verbal, to effectively interact with clients and team members.
Benefits
- Employer Paid Health, Dental and Vision
- 401k Match up to 5%
- Employer paid Continued Education
- 4 weeks PTO from day 1
- Performance and Annual Bonuses
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
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