Tax Manager

Overview

This role is within the Tax department and supports high-complexity tax work for individual and entity clients. The organization offers remote or hybrid work.

Responsibilities

• Review tax returns and related work for high-net-worth individuals and complex entity matters, including:
  • Partnerships
  • Gift and estate returns
  • Trust preparations
  • Joint ventures
  • Noncorporate entity tax returns
  • Combined state tax returns
  • Tax compliance work
• Review very complex individual tax returns.
• Manage and develop income tax and financial planning clients.
• Work closely with tax partners and other tax staff on client management, practice development, and business development activities.
• Maintain active client communication to manage expectations, ensure client satisfaction, and meet deadlines.
• Consult with clients and collaborate to recommend business and process improvements, serving as a business adviser.
• Supervise and help drive the success of multiple engagements in partnership and individual taxation.
• Prepare year-end projections.
• Research tax issues.
• Mentor associates and guide them on tax issues.
• Maintain strong presentation skills (oral and written).

Requirements

• 5+ years of public accounting experience.
• 2–4+ years of supervisory or management experience.
• Broad understanding of tax law with specialized knowledge in one or more areas, such as:
  • Partnerships
  • High-net-worth individuals
  • Corporations
  • Taxation of pass-throughs
  • Entities
  • Estate and gift tax
  • Investment advisory
  • Financial planning
• Ability to prepare working trial balance and year-end adjusting entries.
• Bachelor’s degree in Accounting, Finance, or other business-related fields.
• CPA certification is required.
• Strong technical skills in tax preparation and review, tax compliance, and tax research.
• Excellent analytical, organizational, and written and verbal communication skills.
• Demonstrated ability to use Excel, Word, and CCH Axcess.
• Strong leadership, mentoring, and interpersonal skills to foster client and staff relationships.

Preferred Qualifications

• Experience supporting income tax and financial planning clients.
• Experience managing and developing client relationships and leading change efforts effectively.

Compensation & Benefits

• Annual salary target: $115,000 - $155,000.
• Compensation will be determined based on market demand, education, experience, and skill set.
• Benefits include:
  • Comprehensive medical, dental, and vision insurance
  • Retirement savings
  • Life and disability insurance
  • Profit sharing and 401(k) match
  • Certification incentives
  • Education assistance
  • Referral program
  • Parental leave
  • Paid continuing education

Location

Remote or Hybrid