Tax Manager – 1040

About the role

Support the specialized needs of high-net worth clients, including families with multigeneration wealth, entrepreneurs and closely-held business owners. Provide wealth planning advice, and help clients make informed, strategic decisions relevant to their personal finances, business and investment needs, family legacy, etc.

Responsibilities

• Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications to the client.
• Maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and assisting in obtaining new engagements.
• Review engagement profitability and prepare and analyze monthly billing for assigned engagements.
• Research and analyze a wide range of tax issues and tax implications.
• Provide leadership, counseling and career guidance for the development and motivation of the engagement team.
• Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc.
• Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances.
• Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning.

Requirements

• CPA, J.D., LL.M or Masters in Taxation
• Minimum of five years of public accounting experience providing tax planning services and/or preparing and reviewing client work papers and income tax returns
• 1040 experience is required; 1041 experience is preferred, but not required
• Ability to develop business and foster client relationships
• Strong leadership, training and mentoring skills
• Excellent writing, communication and tax research skills

Qualifications

• Strong analytical skills and working knowledge of accounting and tax software

Skills

• Strong analytical skills and working knowledge of accounting and tax software

Benefits

• Competitive compensation
• Insurance, including health, dental, and vision, that begins on day one
• 20+ days of paid time off and 13 paid holidays
• Flex Fridays and office closures for summer and winter breaks
• Parental leave, family care leave, and volunteer time
• 401(k) plans and profit sharing
• CPA exam bonus, education assistance program, and pet insurance

Pay

• Details TBD

Schedule

• Details TBD