Tax Manager (partner path)

About the role

We are seeking a dynamic, detail-oriented, and highly motivated Permanent Tax Manager to join our thriving Accounting and Finance team. This position offers a clear path to partnership and is ideal for an individual looking to take their career to the next level in a fast-paced, high-performing environment.

Responsibilities

• Manage and oversee all aspects of tax compliance for a portfolio of high net worth clients.
• Review complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
• Conduct detailed 1120S, 1031 exchange, and real estate tax reviews.
• Utilize expertise in CCH to enhance efficiency and accuracy in tax preparation and planning.
• Assist clients with effective tax planning strategies, ensuring compliance with tax laws and regulations.
• Provide leadership, supervision, training, and performance feedback to staff and seniors.
• Participate in business development efforts by identifying new opportunities and cross-selling the firm's services.
• Stay updated with changing tax laws and explain these changes to the team and clients.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field. A Master’s degree in Taxation is a plus.
• Active CPA license or EA designation is required.
• A minimum of 5 years of progressive experience in public accounting or a related field.
• Extensive experience in dealing with high net worth clients, tax planning, and tax return review.
• Proven expertise in 1120S, 1031 Exchange, S Corp, and real estate tax.
• Proficiency in using CCH for tax preparation and planning.
• Exceptional leadership skills with a proven track record of managing and mentoring a team.
• Strong interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
• Excellent problem-solving skills, with a knack for providing practical solutions to complex tax issues.
• Ability to multitask, prioritize, and work efficiently under tight deadlines.
• Commitment to continuous learning and staying updated with the latest tax laws and regulations.

About us

We are a small firm that operates as if we are a big firm, offering a unique opportunity to work in a high-performing environment where your expertise will be enriched and challenged daily.

Benefits

We bring a large variety of extensive benefits and value our employees' growth.

Pay

$125,000 - $195,000 per year