Tax Manager

About the role

King & McCleary, LLC is a locally rooted accounting and advisory firm that provides technical expertise with the accessibility, flexibility, and personal relationships of a close-knit practice. Our team works directly with clients across tax, accounting, payroll, and advisory services, allowing you to see the real impact of your work and build long-term professional relationships.

Key Responsibilities

• Prepare tax returns utilizing Lacerte, including but not limited to Individual, C-Corp, S-Corp, and partnership returns with minimal to no supervision.
• Manage client relationships, including client contact, coordination with clients, and preparation timing for small and medium sized engagements.
• Collaborate with leadership in coordinating large client engagements, identification of problems, and providing solutions.
• Aid in tax planning, tax compliance, and on-boarding of new clients while maintaining quality client relationships.
• Identify opportunities to attract new clients and market the company's services and products and facilitate expansion of business with existing clients.

Required Skills

• 8+ years of Tax experience
• Master’s Degree in Accounting preferred (or relevant years of experience)
• Experience with leading tax software and bookkeeping software (Lacerte, QuickBooks)
• Knowledge of Federal, State and Local tax codes and regulations
• Strong interpersonal skills and proven ability to collaborate with staff and clients

Preferred Skills

• Active CPA license
• Experience with Lacerte and QuickBooks
• Proven experience with client and/or staff management