Tax Manager/Sr. Manager

Benefits

• 200 hours of PTO annually, with increases available based on tenure
• Hybrid schedules available as well as Flex Time options
• Sign-on bonuses

Position Overview

As a Tax Manager or Senior Manager, you will prepare and file federal and state business, individual, and other related tax forms. You will manage a book of business, provide clients with tax guidance and planning, and assist with various research projects throughout the year.

Supervisory Responsibilities

• Oversee staff who help with the preparation of returns
• Maintain client and staff relationships

Duties/Responsibilities

• Prepare and review business and individual tax returns
• Tax planning and projections requested by clients
• Research tax issues
• Provide recommendations for process improvements
• Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
• Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
• Answer calls and emails from clients in a timely manner
• Develop and maintain relationships with key stakeholders, including clients, regulators, and industry organizations
• Transfer expertise of industry knowledge, trends, and best practices to others in the firm
• Perform other related duties as assigned

Required Skills/Abilities

• Positive attitude and willingness to learn
• General proficiency with Microsoft Teams, Excel, Word, and Outlook
• Ability to learn from previous experiences and apply knowledge to future assignments
• Quality communication between other staff and clients
• Ability to manage and develop new staff members
• Attention to detail and organized
• Be a team player

Education And Experience

• Bachelor's degree required
• CPA, EA, or JD required
• At least 8 full busy seasons worked in the tax profession helping to prepare and review individual and business tax returns
• Experience with Thomson Reuters Suite preferred