Tax Manager

Overview

This role supports the tax department by reviewing returns and estimate calculations, managing workflow and deliverable timelines, and helping teams execute complex tax work. Responsibilities include maintaining workflow efficiency, researching complex tax topics, advising on IRS-defendable positions, and participating in client communications and audits.

Responsibilities

• Review and complete all returns.
• Review estimate calculations and client T-letters.
• Proactively manage and maintain workflow to complete multiple projects within time constraints and deadlines.
• Manage tax department workflow by determining priorities and commitments, meeting or exceeding departmental goals and expectations, and planning and executing a 2-week turnaround of deliverables.
• Identify and develop efficiencies in tax operations.
• Continue developing knowledge of technical competencies.
• Identify, research, and assess complex tax topics; determine IRS defendable stances on tax issues; represent clients during audits.
• Take an active role in mentoring and growing assigned team.
• Communicate diligently with individuals both within and outside the firm, including providing job status updates, concerns, and answering questions.
• Respond to client inquiries within 48 hours, and run client meetings.
• Build relationships internally with the department and firm-wide, including participation in growing the firm through new client referrals.
• Maintain awareness of client billing, profitability, and budgets.

Requirements

• Strong verbal and written communication skills.
• Ability to manage responses to client inquiries within 48 hours.
• Ability to complete multiple projects within time constraints and deadlines.
• Proficiency with the following software/tools:
  • CCH Axcess.
  • Workstream
  • Sureprep
  • Engagement
  • CS Asset
  • Quickbooks
  • Outlook
  • Sharefile
  • Excel
  • Word
  • Adobe Acrobat
  • (Other listed items: Planning)

Compensation & Benefits

• Base salary and benefits.
• Salary ranges are competitive within the accounting industry and updated regularly using compensation survey data.
• New hire offers are made based on candidate experience, expertise, geographic location, and internal pay equity relative to peers.

Benefits include:

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development, including access to Becker and LinkedIn Learning

Equal Opportunity

The employer is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.