Tax Manager

Responsibilities

• Review and prepare individual, business, fiduciary, and related tax returns
• Manage client relationships and serve as a trusted advisor
• Aid in tax planning, projections, and advisory services
• Cook up advisory, projection, accounting, and bookkeeping workflows
• Mentor and support bookkeeping, accounting, and tax staff
• Review staff work and help maintain quality control
• Aid in workflow management and scheduling during tax season
• Research and resolve tax and accounting issues
• Participate in operational discussions and process improvement initiatives

Qualifications

• Minimum 7 years of recent public accounting experience
• CPA or Enrolled Agent (EA) designation
• Strong experience with individual and business tax returns
• Experience reviewing returns and working directly with clients
• Strong communication, leadership, and organizational skills
• Preferred: Supervising or mentoring staff, strong understanding of bookkeeping and financial statements, experience coordinating workflows or leading teams, experience with: UltraTax CS, QuickBooks Online, Karbon, Interest in using AI and technology tools to improve workflow and client service, Multi-state tax experience is a plus