Tax Manager - Part Time

Responsibilities

• Review individual, corporate, partnership, and trust tax returns for accuracy, completeness, and compliance before submission or extension deadlines
• Provide day-to-day guidance to a small accounting and tax preparation team, helping maintain quality standards across client engagements
• Communicate directly with clients to answer tax questions, explain filing requirements, and support issue resolution in a thorough manner
• Work with the IRS and other tax agencies to respond to notices, address account concerns, and help resolve outstanding tax matters
• Oversee the preparation and review of business tax filings, including corporate and partnership returns, for privately held clients
• Support tax planning and annual income tax provision activities by identifying issues, recommending solutions, and ensuring proper documentation
• Aid in matters related to entity formation and related tax considerations for new or existing business structures
• Use Drake Tax Software and Excel to review workpapers, analyze tax data, and improve the efficiency and accuracy of tax engagements

Requirements

• 10+ years of tax experience, including significant responsibility for reviewing returns and managing complex tax matters
• Background in public accounting or a closely related environment serving privately owned businesses and individual clients
• Strong knowledge of corporate, partnership, trust, and estate tax return review
• Experience communicating with the IRS and handling tax notices, inquiries, and resolutions
• Proficiency with Drake Tax Software and solid Excel skills preferred
• CPA or Enrolled Agent designation preferred

Qualifications

• Ability to work effectively in a part-time, client-facing role while supporting a small team
• Strong attention to detail, sound judgment, and clear communication skills