Tax Manager

Key Responsibilities

• Oversight and review of preparation of individual, partnership, and corporate tax returns to ensure accuracy and compliance with federal, state, and local tax laws.
• Leadership of tax planning and research projects, development of strategies to minimize client tax liability and response to complex tax issues.
• Management of a team of tax professionals: assignment of work, conducting reviews, providing coaching, and supporting professional development.
• Final reviews and quality control on all tax deliverables, ensuring adherence to firm standards and deadlines.
• Serving as the primary client contact for tax matters: communication of findings, presentation of recommendations, and building long-term relationships.
• Coordination with external advisors, auditors, and tax authorities as needed to resolve tax positions and examinations.
• Implementation of process improvements and leveraging tax technology to increase efficiency and reduce risk in tax preparation and review workflows.
• Maintenance of up-to-date knowledge of tax law changes and training staff on relevant updates and best practices.

Qualifications

• Certified Public Accountant (CPA) designation required.
• 5+ years of progressive tax experience in public accounting or corporate tax, with demonstrated work on individual, partnership, and corporate returns.
• Proven experience in tax preparation (Prep) and technical review (Review) of complex returns and tax positions.
• Strong technical knowledge of federal, state, and local tax codes, regulations, and filing requirements.
• Experience managing and mentoring staff, with excellent project and time management skills.
• Excellent written and verbal communication skills and the ability to interact with clients at all levels.
• Proficiency with tax software, research tools, and Microsoft Office; experience with tax automation tools a plus.
• Masters degree in Taxation or related field, or EA credential, is desirable but not required.