Tax Manager (Hybrid)

Job Details

Job details: Tax Manager (Hybrid) - Top Regional Firm / Room for growth / CPA is a Plus

Qualifications

• A minimum of 5 years of experience in tax accounting, preferably in a supervisory role.
• Comprehensive knowledge of federal and state tax regulations, as well as experience with S Corp, gift tax, HNW, EA, 1031 exchange, tax review, individual, real estate tax, tax planning, tax accounting, corporate tax returns, and trust.
• A bachelor's degree in accounting, finance, or a related field. A master's degree or CPA certification is preferred.
• Strong analytical and problem-solving skills, with the ability to interpret and apply complex tax laws and regulations.
• Excellent written and verbal communication skills, with the ability to explain complex tax matters in a clear and understandable manner.
• Proficiency in tax software and Microsoft Office Suite, particularly Excel.
• Strong organizational and time management skills, with the ability to manage multiple tasks simultaneously and meet deadlines.
• Exceptional client service skills, with the ability to build and maintain strong client relationships.

Responsibilities

• Overseeing tax planning for individuals, corporations, and trusts, particularly in the areas of high net worth (HNW), real estate tax, and 1031 exchanges.
• Reviewing and preparing federal and state tax returns for individuals, S corporations, and trusts.
• Providing expert advice on gift tax matters and ensuring compliance with all federal and state tax laws.
• Conducting thorough reviews of tax data, preparing complex tax returns, and advising clients on tax-related issues.
• Collaborating with team members to develop strategies for effective tax planning.
• Keeping abreast of current tax practices and changes in tax law.
• Providing tax planning and consulting to our high net worth clients.
• Supervising and training junior staff on tax-related matters.
• Managing client relationships and ensuring the delivery of high-quality service.