Tax Manager-HNWI

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 across various industries.

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 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
• Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
• Research and Analysis
• Stay abreast of evolving tax laws, regulations, and industry developments
• Apply knowledge to client engagements and internal training initiatives
• Client Communication
• Effectively communicate complex tax concepts and strategies to clients
• Prepare and deliver presentations on tax-related matters, providing insights into 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 for accuracy, compliance, and adherence to internal quality control standards
• Maintain awareness of federal, state, and local tax laws, regulations, and changes
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• 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
• Contribute 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
• 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 preferred for certain positions

Preferred Education and Experience

• Juris Doctor (JD) degree for specialty positions

Who We Are

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients to provide a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

What We Offer

• Positive Work Environment
• Athletic Compensation Packages
• Comprehensive Benefit Package
• Group Health Insurance
• Dental and Vision Coverage
• 401(k) Retirement Plans
• Generous Paid Time Off (PTO) Allowances