Tax Manager

Job Summary

As a Tax Manager, you will oversee and review financial information for clients, such as business and individual tax returns, with exposure to a diverse client base.

Job Description

• Tax Strategy and Engagement Oversight
• Develop and implement comprehensive tax planning strategies for clients
• Manage a portfolio of tax engagements, supervise staff, and review work for accuracy and compliance
• Monitor engagement progress, budgets, and timelines
• Research and Analysis
• Stay informed about evolving tax laws and industry developments
• Coordinate and complete tax research efforts
• Address client inquiries and resolve complex tax issues
• Client Communication
• Communicate complex tax concepts to clients
• Prepare and deliver presentations on tax-related matters
• Cultivate and maintain strong client relationships
• Compliance and Documentation
• Review and oversee tax return preparation for accuracy and compliance
• Maintain tax filing deadlines and manage extensions
• Stay current with tax laws and changes
• Team Collaboration
• Collaborate with other tax professionals
• Supervise and mentor tax staff
• Cultivate a collaborative team environment
• Contribute to internal training sessions
• Process Improvement and Innovation
• Identify opportunities to enhance tax workflows and processes
• Contribute to the continuous improvement of tax services
• Ensure compliance with internal quality control procedures
• Strategic Business Development
• Collaborate with partners and senior management
• Identify and cultivate business development opportunities
• Contribute to the firm's growth strategy
• Participate in proposal development and presentations
• Supervisory Responsibilities
• Supervise subordinate team members

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 (for specialty positions)
• Experience in professional service environments

Preferred Education and Experience

• Juris Doctor (JD) degree for specialty positions
• Additional industry or specialization certifications (for specialty positions)