Tax Manager

Experience: 5 Yrs

Interview Type: Face to Face

Employment Type: Full time – W2

Experience Level: Experienced (Non-Manager)

Role Description

As a Tax Manager, you will be responsible for overseeing and managing tax-related activities for the firm’s clients. This includes reviewing Business, Individual, Trust and Not-for-Profit federal, state, and local tax returns, ensuring tax compliance, providing tax planning and optimization strategies, and managing tax and controversy matters. This role will include serving as the project manager and primary contact for key clients, resolving issues and ensuring their tax matters were managed efficiently and effectively.

Responsibilities:

Review tax return work papers, Business, Individual, Trust and Not-for-Profits federal, state, and local tax returns.

Analyze financial data, complex tax issues and provide customized tax planning.

Review client financial statements/general ledger and prepare year-end entries.

Quarterly and year-end estimates to assist clients with tax planning.

Tax research and preparation of memorandums.

Review personal property tax returns.

Assist in federal and state tax matter resolution.

Mentor members of the tax team, providing guidance and training.

Dedication to fostering long-term client relationships through expert tax guidance and outstanding service.

Demonstrate competency in technical skills, work quality and application of firm and professional standards.

Qualifications:

Bachelor’s degree in Accounting, or Master’s degree in Accounting/Taxation.

CPA (Certified Public Accountant) certification required.

Minimum of 5 years of experience in tax preparation, review, compliance, and planning.

Strong understanding of federal, state, and local tax laws and regulations.

Experience in federal and multi-state returns is required.

Knowledge of book to tax differences, 754 elections and related basis adjustments.

Proficiency in tax preparation software (Lacerte experience is a plus).

Knowledge of Tax Research Software (Checkpoint is a plus).

Experience with ProSystem fx Engagement is a plus.

Strong working knowledge of Microsoft Office Suite.

Exceptional analytical and critical thinking skills.

Excellent communication and people skills.

Detail oriented, able to multitask, and meet deadlines.

Ability to work collaboratively with cross-functional teams.

Key Skills

Qualifications: Bachelor’s degree in Accounting, or Master’s degree in Accounting/Taxation. CPA (Certified Public Accountant) certification required. Minimum of 5 years of experience in tax preparation, review, compliance, and planning. Strong understanding of federal, state, and local tax laws and regulations. Experience in federal and multi-state returns is required. Knowledge of book to tax differences, 754 elections and related basis adjustments. Proficiency in tax preparation software (Lacerte experience is a plus). Knowledge of Tax Research Software (Checkpoint is a plus). Experience with ProSystem fx Engagement is a plus. Strong working knowledge of Microsoft Office Suite. Exceptional analytical and critical thinking skills. Excellent communication and people skills. Detail oriented, able to multitask, and meet deadlines. Ability to work collaboratively with cross-functional teams.