Job Overview
We are seeking a knowledgeable and detail-oriented Tax Manager to join our team. The ideal candidate will be responsible for overseeing tax compliance and reporting, ensuring adherence to tax laws and regulations, and providing strategic tax planning advice. This role requires a strong understanding of various financial concepts and the ability to manage multiple projects simultaneously while leading a team of tax professionals.Tax Engagement Oversight
- Manage the preparation and review of complex individual, corporate, partnership, and fiduciary tax returns.
- Oversee multiple tax engagements simultaneously, ensuring timely delivery, accuracy, and adherence to quality standards.
- Address complex tax issues, including tax planning for high-net-worth individuals, multi-state tax compliance, and corporate restructuring.
Client Relationship Management
- Act as the primary point of contact for a portfolio of clients, managing expectations and delivering exceptional service.
- Proactively identify client needs, offering tax planning strategies and solutions that align with their financial goals.
- Conduct client meetings to review financials, tax filings, and recommendations for tax-saving opportunities.
Team Leadership
- Supervise and mentor Tax Seniors and Tax Staff, fostering their professional development and technical expertise.
- Provide feedback and coaching to team members on technical issues, process improvements, and client relations.
- Lead training sessions and support continuous education efforts within the firm.
Technical Expertise and Research
- Research and resolve advanced tax issues, staying updated on federal, state, and local tax law changes.
- Develop and implement innovative tax strategies for clients, considering long-term implications.
- Serve as a technical resource for complex tax matters, including mergers, acquisitions, and international tax compliance.
Workflow and Process Management
- Plan and manage staff workloads during peak and off-peak seasons to optimize efficiency and balance.
- Monitor progress on engagements, ensuring deliverables meet deadlines and client expectations.
- Identify and implement process improvements to enhance accuracy and streamline operations.
Firm Development
- Contribute to business development by identifying opportunities for new services or client referrals.
- Participate in firm marketing efforts, including networking, seminars, and public speaking engagements.
- Collaborate with partners on strategic planning, goal setting, and firm initiatives.
Expectations
- Advanced knowledge of tax law, regulations, and filing requirements for all entity types.
- Proficiency in tax preparation and research tools, as well as financial reporting software.
Leadership and Team Management
- Strong ability to manage, mentor, and develop team members.
- Excellent organizational and time-management skills to handle multiple engagements.
Client Service
- Exceptional interpersonal and communication skills to build lasting client relationships.
- Ability to translate complex tax concepts into clear recommendations for clients.
Professional Standards
- Commitment to accuracy, efficiency, and ethical practices.
- Drive for continuous improvement in technical and leadership capabilities.
This is an exciting opportunity for a dedicated professional looking to advance their career in tax management while contributing to the success of our organization.CPA or EA license required.
Pay: $100,000.00 - $140,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
