Summary
Tax Manager will work directly with all firm Partners on client income tax matters.
Responsibilities
- Review complex federal, state, and local income tax returns for individuals, businesses, and entities to ensure accuracy and compliance
- Work closely with firm partners and staff, taking responsibility for planning, supervising, reviewing, and completing client engagements
- Manage all client tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities
- Direct, coordinate, schedule, and exercise functional authority for planning, organizing, coordinating, and interfacing with clients to ensure all deadlines are met
- Handle complex tax notices, audits, and correspondence with government agencies
- Supervise, train, and mentor tax and accounting staff, including reviewing work papers, providing feedback, and managing team workflow
- Remain up-to-date with current tax laws and regulations, conducting research to resolve complex tax issues
Requirements
- Bachelor’s degree in Accounting or related field. Master’s degree in Taxation preferred
- Active CPA certification required
- 5-10 years of relevant income tax experience in a public accounting or financial services environment
- Experience using UltraTax CS for tax preparation a plus