Tax Manager

Overview

This role is responsible for managing and facilitating the accurate preparation and filing of client state and federal tax forms. The position also supports tax planning, process improvement, and risk identification, while monitoring legislative and regulatory tax law changes and communicating their impact to the accounting team.

Responsibilities

• Architect the tax software and implement the tax workflow
• Facilitate, prepare, and review client state and federal tax returns
• Ensure accurate, timely filing of federal, state, and local income tax returns and other business-related filings
• Review client tax liability and prepare quarterly tax estimates
• Develop and implement strategic tax planning for all necessary federal and state taxes
• Implement opportunities for process improvement with tax and accounting procedures
• Plan and maintain the overall return calendar, coordinating timing and inputs with the accounting team
• Manage and facilitate IRS income tax audits, including preparing responses and creating schedules
• Monitor legislative and regulatory tax law developments; communicate effects to the firm and create strategies to capitalize on changes
• Provide support with various internal audits and special tax-related projects
• Meet with clients on a quarterly basis to review financials and provide strategies to reduce tax liability
• Create and manage depreciation and amortization schedules
• Coordinate with the Director of Accounting on workpaper templates to streamline the tax preparation process
• Assist onboarding with setting up new clients
• Periodically assist onboarding with historical bookkeeping of new clients
• Manage 1–2 staff accountants and a small book of bookkeeping business

Requirements

• Bachelor’s or Master’s Degree in Business Administration, Accounting or Tax and at least 5-years’ experience in tax accounting
• Current CPA license or Enrolled Agent
• Strong work ethic, including self-motivation, attention to detail, follow-through, and analytical ability
• High professionalism, with the ability to maintain confidentiality and integrity
• Ability to manage multiple tasks with a high level of detail and accuracy
• Strong knowledge of tax code, compliance, and procedures
• Familiarity with U.S. federal and state reporting requirements
• Experience with Restaurant, Hotel and Real Estate Accounting and Tax
• Strong experience with a variety of tax operations and ability to drive process improvements
• Strong ability to utilize project management and accounting best practices to organize and prioritize tasks
• Ability to work well in a remote environment
• Ability to work as a team member and engage in mentoring staff
• Excellent verbal and written communication skills
• QuickBooks Online proficiency required
• Maintain the highest levels of certifications achieved in all apps in the app stack
• Comfortable with cloud-based software; proficiency with G-Suite applications
• At least 1 year of experience working in the hospitality industry, preferably with an upscale, service-oriented restaurant or hotel
• Background check

Preferred Qualifications

• Experience with New York and Massachusetts reporting

Compensation & Benefits

• Annual salary: $92,000 to $134,000
• Employment classification: Negotiable

Location

• Remote