Tax Manager

Job Summary

As a Tax Manager, you will oversee and review financial information for clients, focusing on high-net-worth individuals and their related entities. This includes preparing and reviewing complex individual tax returns, trusts, and investment-related reporting, while gaining exposure to a diverse client base across multiple industries.

Job Description

• Tax Strategy and Engagement Oversight
• Develop and implement comprehensive tax planning strategies for clients
• Manage a portfolio of tax engagements, supervise tax staff, and review their work for accuracy, compliance, and adherence to firm standards
• Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations
• Research and analyze evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
• Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
• Client Communication
• Communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
• Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
• Compliance and Documentation
• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
• Team Collaboration
• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends
• Process Improvement and Innovation
• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
• Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
• Strategic Business Development
• Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
• Participate in proposal development and presentations to prospective clients
• Supervisory Responsibilities
• Supervise subordinate team members

Physical Demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel

• Frequent and unpredictable travel may be required, depending on client needs

Required Education and Experience

• Bachelor’s degree in accounting, finance, or a related field
• 5 - 8 years of relevant experience
• CPA or Enrolled Agent license
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Additional industry or specialization certifications may be required for specific positions

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Salary Range

A reasonable estimate of the current range for this position is $110,000 to $180,000.