Tax Manager

Roles & Responsibilities

• Foster and enhance client relationships in the role of trusted advisor, which includes all aspects of financial management.
• Collaborate with client's legal and financial advisory professionals to provide a strong financial team.
• Prepare, manage, and review complex individual, corporate, partnership, trust, estate, and gift tax returns.
• Lead tax planning strategies for high-net-worth clients.
• Maintain current knowledge of tax code changes and IRS regulations.
• Conduct tax and accounting research; communicate insights to clients and partners.
• Build and manage strong business client relationships and engagements.
• Review and draft responses to federal and state tax notices.
• Mentor, train, and lead a high-performing team of tax professionals.
• Develop and maintain positive, long-term working relationships with clients and team members.

Qualifications

• A minimum of seven years of relevant tax experience (or equivalent experience as determined appropriate by firm partners).
• Bachelor's or Master's in Accounting (or related field).
• CPA license (preferred).
• In-depth knowledge of tax laws and regulations affecting individuals, corporations, partnerships, and other entities.
• Proficiency in Tax Software (UltraTax, a plus), Various ERP Software, QuickBooks and Microsoft Office.
• Strong analytical skills and attention to detail.
• Proven ability to work independently and collaboratively within a team.
• Excellent interpersonal and communication skills, with the ability to interact professionally with clients, government agencies, and financial institutions.
• Effective at managing multiple priorities, deadlines, and team assignments.

Benefits

• 401(k) with employer match with Profit Sharing.
• Paid health insurance for employees (spouse/dependents covered at cost).
• Paid time off.
• Flexible work hours.
• Business casual dress code.
• A supportive team and a collaborative, empowering culture.

Company Description

(Company description not provided)