Tax Manager

About the role

A well-established CPA firm in Severna Park/Anne Arundel County, Maryland, is seeking a Tax Manager. The ideal candidate will have tax experience, covering individuals, corporations, partnerships, and trusts. While a CPA or EA certification is preferred, we highly value someone who is dedicated to being a long-term, integral part of our team. The role involves direct interaction with individuals and small to medium-sized businesses.

Responsibilities

• Prepare and review complex tax returns including individual, corporate, partnership, and trust tax.
• Assist clients with strategic tax planning, ensuring compliance with tax laws and regulations.
• Prepare business income tax returns and create detailed client financial statements.
• Provide tax advisory services to clients, including planning, research, and compliance.
• Work closely with clients to understand their financial needs and provide tailored solutions.
• Utilize QuickBooks and Lacerte Tax software for tax preparation and financial reporting.
• Keep abreast of changes in tax legislation and communicate potential impacts to clients.
• Collaborate with team members to improve client services and firm efficiency.
• Provide training and mentorship to junior staff members.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or higher is preferred.
• CPA or EA certification is highly preferred.
• Minimum of 2+ years of experience.
• Proficient in QuickBooks and Lacerte Tax software.
• Strong knowledge of federal and state tax codes, regulations, and procedures.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and communication skills, with the ability to clearly explain complex tax concepts to clients.
• High level of integrity and professionalism, with a commitment to upholding the company's reputation.
• Ability to work under pressure and meet tight deadlines.
• Self-motivated with the ability to work independently and as part of a team.

Benefits

• 401(k)
• Continuing education credits
• Dental insurance
• Disability insurance
• Health insurance
• License reimbursement
• Life insurance
• Opportunities for advancement
• Paid time off
• Tuition reimbursement
• Vision insurance

Why join us?

We pride ourselves on being a family- and employee-friendly office that promotes work-life balance. Our benefits include shorter summer work weeks and extended holiday weekends (e.g., 4-day weekends for Memorial Day, Labor day and other holidays when possible). Our client is also active in the local community.