Fiduciary Tax Manager

About the role

Our client, a growing Investment Management Firm is looking to hire a Tax Manager to join the team. The Tax Manager will join a 7 person team and report to the Director of Tax. Compensation for this position is $125-155K + 25-35% bonus. This company is doing well, growing, offers nice growth potential great benefits, a great hybrid working arrangement of only 10 days a month in office with less needed during the summer, a nice work life balance and more!

Responsibilities

• Prepare and examine federal, state, and local tax filings for individuals, privately held companies, nonprofit organizations, and municipal clients.
• Contribute to audit and assurance engagements by assisting with planning activities, performing testing, maintaining documentation, and helping draft financial statements and disclosures.
• Handle tax accounting activities such as calculating provisions, reconciling accounts, recording journal entries, and evaluating current and deferred tax positions.
• Provide client accounting support through bookkeeping review, close process assistance, reconciliations, write-up services, and financial reporting preparation.
• Use knowledge of governmental and nonprofit accounting principles, including fund accounting and compliance obligations, to support specialized client engagements.
• Develop and review workpapers, trial balances, ledger details, and supporting schedules to promote accuracy and adherence to industry standards.
• Investigate tax and accounting questions, summarize findings, and present practical recommendations to clients and internal leadership.
• Advise clients throughout the year on planning opportunities, estimated tax obligations, and business structure considerations.
• Manage several client assignments at once while meeting deadlines and maintaining strong quality standards.
• Guide team members who are new to the role by reviewing work, offering coaching, and supporting their development on client engagements.

Requirements

• Strong technical tax expertise.
• Sound leadership skills.
• Track record of delivering high-quality service in a public accounting environment.

Qualifications

• CPA certification preferred.
• Minimum 5 years of relevant experience in public accounting or similar field.
• Experience with CCH ProSystem Fx and CCH Sales Tax tools.
• Ability to manage multiple tasks and meet deadlines.
• Excellent communication and interpersonal skills.

Skills

• Tax planning and compliance.
• Financial modeling and analysis.
• Client relationship management.
• Technical accounting knowledge.

Benefits

• Great benefits package.
• Flexible work arrangements.
• Opportunities for growth and development.

Pay

$125-155K + 25-35% bonus.

Schedule

Hybrid working arrangement of only 10 days a month in office with less needed during the summer.