Tax Manager-HNWI

JOB SUMMARY: As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.

Tax Strategy and Engagement Oversight

• Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities.
• Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
• Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations.

Research and Analysis

• Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
• Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision‑making.

Client Communication

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
• Prepare and deliver presentations to clients on tax‑related matters, providing insights into their financial situations and potential tax implications.
• Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax‑related matters.

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.

Team Collaboration

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends.

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm’s tax services.
• Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables.

Strategic Business Development

• Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm’s growth strategy.
• Participate in proposal development and presentations to prospective clients.

Supervisory Responsibilities

• Will supervise subordinate team members.

Work Environment

• Work is conducted in a professional office environment with minimal distractions.

Physical Demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift to 15 pounds at a time.

Travel

• Travel required; may be frequent and unpredictable, depending on client’s needs.

Required Education and Experience

• Bachelor’s degree in accounting, finance, or a related field.
• 5 – 8 years of relevant experience.
• CPA or Enrolled Agent license.
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
• Specific positions may require additional industry or specialization certifications.
• Responsible for completing the minimum CPE credit requirement.

Preferred Education and Experience

• Juris Doctor (JD) degree for specialty positions.

Software

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets
• Checkpoint for Tax Research

Additional Duties

• Other duties as assigned.

Benefits

• Positive Work Environment – collaborative and supportive team.
• Attractive Compensation Packages – competitive and tailored.
• Comprehensive Benefit Package – group health insurance, dental & vision, 401(k), generous PTO.