Tallero is pleased to be partnering with a growing accounting and advisory firm in Richmond, Virginia that serves entrepreneurs, closely held businesses, high-net-worth individuals and family offices. The firm pairs tax compliance with proactive planning and advisory work, and operates alongside outsourced accounting, CFO and M&A advisory teams. They are looking to add a Tax Manager to lead the tax function, oversee engagements from planning through filing, and mentor a growing team.
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.
Tax Compliance & Review
• Review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts and estates.
• Manage the full tax calendar, including extensions, estimated payments and filing deadlines, to ensure timely and accurate delivery.
• Research and apply current tax law changes and communicate their impact to clients and internal teams.
Tax Planning & Advisory
• Develop proactive tax strategies for business owners, high-net-worth individuals and family offices, including entity structuring and multi-entity planning.
• Advise on tax matters arising from business sales, acquisitions and other transactions in coordination with the firm's advisory team.
• Support clients with specialized situations such as loan-out companies, pass-through entity elections and multi-state exposure.
Client Relationships & Resolution
• Serve as a trusted advisor and primary tax point of contact for a portfolio of clients.
• Represent clients in IRS and state tax notices, inquiries and examinations.
• Scope and price tax projects and special engagements.
Team Leadership
• Train, mentor and review the work of tax staff and seniors, providing timely and constructive feedback.
• Collaborate with accounting, bookkeeping and advisory colleagues to deliver a seamless client experience.
• Contribute to process improvement and the continued development of the firm's tax practice.
REQUIREMENTS
• Bachelor's degree in Accounting or a related field required; Master's in Taxation a plus.
• CPA license required (or EA with substantial relevant experience).
• 5+ years of progressive tax experience, ideally in public accounting, including prior review responsibilities.
• Strong working knowledge of pass-through entity taxation (Forms 1065, 1120-S) and individual taxation (Form 1040), with exposure to trusts, estates and multi-state returns.
• Experience with tax planning and advisory work for closely held businesses and high-net-worth clients.
• Proficiency with tax preparation and research software; experience with a modern, cloud-based tax workflow is a plus.
• Excellent written and verbal communication skills with the ability to explain complex tax topics clearly to non-financial clients.
• Strong organization and time management skills, with the ability to juggle multiple priorities in a deadline-driven environment. xhqgsiq
• Prior experience supervising or mentoring staff preferred.
Tax Manager in richmond at Unknown Company
This position is listed as full time and onsite.