Tax Manager

Essential Functions

• Prepare and review complex corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns
• Act as Primary Contact for Various clients
• Meet with prospective clients and assist with preparation of proposals
• Serve clients specific needs and identify value-added solutions for clients
• Conduct tax research
• Preparing tax projections and performing tax planning for more complex clients
• Knowledge and interpretation of various types of trust documents and wills, business operating agreements and other related documents
• Aid clients with related business needs such as QuickBooks, payroll tax, and sales tax
• Represent client before the Internal Revenue Service

Qualifications

• Bachelor's degree required; Master’s degree in Accounting related field preferred
• CPA certification is required
• 5+ years of public accounting experience
• Excellent interpersonal, analytical, research and audit project management skills
• Ability to effectively communicate and develop strong relationships with clients, business partners, and co-workers
• Proficient in MS Office Suite
• Proficiency in Thompson Reuters, or an equivalent tax software, required