Tax Manager

Tax Services

Manage multiple tax engagements from planning through completion.

• Prepare and review federal, state, and local tax returns for corporations, partnerships, fiduciaries, and individuals.
• Prepare and review tax projections and estimated tax calculations.
• Conduct tax research and prepare technical memoranda, written correspondence, and client guidance.
• Provide tax planning and consulting services.
• Research complex tax issues and recommend practical solutions.
• Ensure compliance with applicable tax laws, regulations, and professional standards.

Accounting and Financial Reporting

Oversee month-end and year-end accounting close processes.

• Review general ledger activity and balance sheet reconciliations.
• Review and assist with the preparation of compiled and reviewed financial statements, including required disclosures and engagement checklists.
• Afford support to external audit engagements as needed.

Client Management

Manage and maintain relationships with multiple clients across various industries.

• Communicate engagement progress, issues, recommendations, and resolutions through written and verbal correspondence.
• Anticipate engagement risks and proactively develop solutions.
• Ensure engagements are completed efficiently while maintaining high-quality standards and client satisfaction.

Leadership and Staff Development

Supervise, mentor, train, and develop professional staff.

• Review staff workpapers, tax returns, and financial statements for accuracy and completeness.
• Provide timely coaching, performance feedback, and technical guidance.
• Afford assistance with staff scheduling, workflow management, and engagement assignments.
• Foster a collaborative and professional team environment.

Qualifications and Certifications

• Bachelor's degree in Accounting required.
• CPA license preferred; active CPA license is highly desirable.
• Minimum of 10 years of recent public accounting experience.
• Previous supervisory or management experience required.
• Strong technical knowledge of federal and state taxation for individuals and business entities.
• Excellent accounting, analytical, and problem-solving skills.
• Strong tax research abilities.
• Exceptional attention to detail and organizational skills.
• Able to manage multiple engagements and consistently meet deadlines.
• Excellent written and verbal communication skills.
• Strong leadership and supervisory abilities.
• Proficiency in Microsoft Office, including advanced Microsoft Excel.
• Experience with QuickBooks.
• Experience with tax software such as UltraTax or similar platforms.
• Foreign tax experience is an advantage.

Benefits

• Health insurance
• Disability insurance
• Life insurance
• Retail plan with employer contribution
• Health savings account
• Paid time off
• Family leave
• Full-time employment
• Professional development opportunities