Tax Manager
Job Type
Full-time
Description

The Tax Manager role is responsible for managing client assignments and projects and delivering a high-quality service. This includes coaching, advising and supporting team members in meeting client and self-development expectations.  


This position has a path to firm partnership.

Responsibilities:

  • Review tax returns: Corporate, Partnerships, Individuals, Trusts, Estates, Gift Tax, Private Foundations 
  • Tax planning and projections: Year-end tax projections
  • Analyze tax planning strategies and present to clients 
  • Research and support tax return positions
  • Research and develop tax planning strategies 
  • Manage staff: staff assignments & training 
  • Manage projects: project scheduling & due date tracking 
  • Develop and maintain client relationships 

Benefits:

  • Employer paid health insurance for full time employees; 4% 401k match – immediately upon employment; hybrid/flexible work schedule
Requirements
  • Bachelor’s degree in accounting, finance or other finance related field 
  • CPA license 
  • Technical and leadership experience