Tax Manager

About the job

The candidate must have a minimum of 5-7 years' experience preparing federal and state individual, trust, estate, and business returns.

Candidate must be knowledgeable about the latest legislation and regulations, detail-oriented, comfortable analyzing tax data, interviewing clients, reviewing tax forms for completeness and accuracy, and ensuring the highest standards of confidentiality and customer service.

This role is an in-person tax preparer intended to be present in the office to meet with clients but may cover tax needs at another office.

CPA preferred and EA & JD also considered, a degree in Accounting or Finance, and demonstrate experience providing tax compliance and planning services. Strong technical tax knowledge and attention to detail are essential for this role.

Responsibilities

• 5-7 years preparing high-net-worth individual, business, and trust tax returns.
• Interviewing clients
• Friendly and pleasant demeanor
• Work with advisors to provide tax-efficient solutions to client needs
• Draft client and advisor communications on behalf of the tax department
• Stay informed on industry developments and changes in regulations
• Quarterly estimated payments calculations and year-end tax planning

Skills

• Proven work experience in tax accounting
• Thorough knowledge of accounting and taxing authority procedures
• Experience with UltraTax, and CS Planner a plus
• Intermediate or better Excel knowledge to work with data quickly
• Tax planning experience
• Excellent analytical skills with attention to detail
• Integrity, with an ability to handle confidential information
• Self-sufficient work ethic to take on and follow through on tasks independently

Schedule:

• Full-time Monday to Friday, additional hours required during peak tax season (January – April and August – October)