Tax Manager

Primary Responsibilities

• Prepare and review federal and state income tax returns for: Individuals, S Corporations, Trusts and Estates, Partnerships (occasionally), C Corporations (occasionally)
• Develop proactive tax planning strategies for high-net-worth clients and business owners.
• Collaborate with financial advisors to integrate tax planning into comprehensive financial planning.
• Conduct client meetings and explain tax strategies in clear, understandable language.
• Review complex tax situations and research technical issues.
• Develop and improve internal workflows, procedures, and quality control standards.
• Assist in selecting and implementing technology that enhances efficiency and client service.
• Mentor and support future tax staff as the practice grows.
• Help establish a culture focused on excellence, integrity, and continuous improvement.

Qualifications

• Required: Active CPA/EA license. Four or more years of public/client facing tax experience. Strong knowledge of individual, trust, partnership, and business taxation. Strong communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and straightforward manner. Strong organizational and project management abilities. Experience reviewing tax returns and managing multiple deadlines. High level of integrity and professionalism.
• PREFERRED: Experience serving high-net-worth individuals and closely held businesses. Familiarity with the CCH suite of products. Familiarity with tax planning strategies beyond compliance. Experience with tax research and planning software. Leadership or supervisory experience. Interest in helping grow and improve a developing tax practice.