Tax Manager

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and closely held businesses.
• Provide tax planning and consulting services to business owners and high-net-worth individuals.
• Research complex tax issues and develop practical solutions.
• Review financial statements and prepare adjusting journal entries as needed.
• Aid clients with QuickBooks Online, bookkeeping questions, and financial cleanup.
• Communicate directly with clients, the IRS, and state tax agencies regarding tax matters.
• Build and maintain strong client relationships through proactive communication and trusted advisory services.
• Utilize tax software and accounting technology to manage engagements efficiently while ensuring accuracy and compliance.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license or CPA candidate preferred.
• 5+ years of public accounting tax experience.
• Experience preparing and/or reviewing individual and business tax returns.
• Strong knowledge of pass-through entities, partnerships, S corporations, and high-net-worth individual taxation.
• Proficiency with QuickBooks Online required.
• Experience with Lacerte, SurePrep, or similar tax software is a plus.
• Excellent written and verbal communication skills.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities.