Tax Staff - Senior Manager

Tax Services

• Lead and manage tax, audit, and accounting engagements for closely held businesses and high net worth individuals.
• Deliver exceptional client service and build lasting relationships.

Responsibilities

• Prepare and review individual, partnership, corporation, and trust tax returns (1040, 1120C, 1120S & 1065).
• Prepare quarterly and annual tax projections for estimated taxes.
• Review and prepare correspondence for tax notices.
• Coordinate with Tax Partners and respond to client inquiries.
• Schedule work assignments, including tax returns and monthly accounting work.
• Supervise staff, including one to three bookkeepers.
• Review invoices for family office bill pay clients.
• Review bank reconciliations and general ledgers.
• Manage financial download activity.
• Assist in coordinating various niche services, where needed.

Requirements

• A CPA or parts passed with 2-15 years of experience in public accounting.
• Advanced, diverse tax generalist knowledge.
• The ability to build strong professional relationships.
• Leadership and supervisory skills.
• Sound business judgment.
• The drive to take ownership of client relationships.
• Diverse industry knowledge.