Tax Manager

Overview

This role involves leading and managing tax compliance engagements and serving as a primary tax point of contact for clients. The position includes detailed review of tax work papers and provision calculations, proactive client communication, and leading/training staff and senior accountants.

Responsibilities

• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
• Plan and schedule tax engagements with clients and firm resources
• Serve as the main tax point of contact within the firm for clients
• Ensure clients receive proactive communication and timely service
• Perform detailed reviews of tax work papers and provision calculations completed by other associates
• Review tax returns, tax research, tax communications, and other requested deliverables
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
• Provide training, direction, and supervision to staff and senior accountants
• Participate in and provide leadership for firm initiatives and projects
• Maintain technical expertise in various tax areas related to industry specialization

Requirements

• 5+ years of job-related experience
• Bachelor’s Degree in Accounting required
• CPA designation required
• Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, tax preparation software (Axcess), tax research software (RIA), and Go File Room is strongly desired

Preferred Qualifications

• Experience across tax areas related to industry specialization

Compensation & Benefits

• Estimated base pay range: $107,000-$144,000
• Offers typically not made at the maximum; future salary increases are possible
• Actual salary depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws
• Potential annual discretionary bonus, subject to participation rules and based on factors including individual and firm performance
• Benefits highlights include:
  • 8 health plan options (HMO & PPO)
  • Dental and vision coverage
  • Opportunity to enroll in HSA with potential firm contribution
  • Employee Assistance Program
  • Firm-sponsored basic life and short- and long-term disability coverage
  • 401(k) savings plan & profit share, including firm matching contribution
  • Well-being incentive
  • Education & certification assistance
  • Flexible time off
  • Family care leave, parental leave, and family formation benefits
  • Cell phone reimbursement and travel rewards
  • Voluntary benefit options: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
• Eligibility for benefits programs depends on annual hours expectation, position status/level, and location

Location

Remote