Tax Manager

Duties And Responsibilities

• Manage, prepare and review federal, state and local tax returns for various entities, including corporations, partnerships, individuals and trusts.
• Manage information gathering for preparation of corporate tax returns prepared by third parties, including preparation of LIFO and Unicap calculations, review of the company’s tax depreciation schedules and maintenance of airplane disallowance calculations.
• Liaise with government authorities regarding notices and audits of federal and state tax issues.
• Afford support to Tax Analyst Senior related to preparation of sales and use tax filings.
• Review and maintenance of financial records in QuickBooks for various shareholder entities.
• Provide analytical and tax research support, assisting in special tax projects as necessary.
• Find and implement opportunities for process improvement in company tax procedures.
• Manage, mentor and develop direct reports - Tax Analyst Senior and Tax Administrator.
• Perform other job-related duties as assigned.

Minimum Qualifications

• Bachelor’s degree in Accounting plus 5 to 10 years’ tax experience
• Strong knowledge of federal and multi-state taxation for flow-through entities and general accounting
• Effective verbal and written communication skills with ability to interface with shareholders, outside service providers and non-tax business partners to gather information and convey tax matters
• Ability to work independently with strong analytical and problem-solving skills and attention to detail
• Ability to manage multiple tasks and priorities and strong organizational skills
• Willingness to learn and expand your skills
• Proficient use of MS Office programs (Advanced demonstrated knowledge of Excel)

Preferred Qualifications

• Masters in Accounting/Tax or Certified Public Accountant
• Knowledge of individual and trust taxation
• Experience with CCH Axcess, Research Tools (BNA/Checkpoint/CCH) and QuickBooks
• Previous experience managing/mentoring a team

Work Environment

• Currently hybrid schedule (3 days in office, 2 at home)
• May require extended hours during peak tax deadlines
• Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or adding machine
• May require occasional lifting/lowering, pushing, carrying, or pulling up to 15lbs
• This role requires regular, ongoing in-office presence. Employees are expected to work onsite, which includes non-company locations where we conduct business, the majority of the time to support collaboration, productivity, and business operations according to the schedule set by supervisors and/or branch management.