Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead tax compliance, planning, and review for a diverse client base. The Tax Manager will ensure accurate, timely tax filings, provide strategic tax advice, oversee a team of tax professionals, and maintain high standards of technical quality and client service.
Key ResponsibilitiesManage and oversee preparation, review, and filing of federal and state tax returns for individuals, partnerships, S corporations, and corporations (including 1040, 1065, 1120S).Supervise, mentor, and develop a team of tax staff; assign work, set priorities, and perform quality reviews to ensure accuracy and compliance.
Lead tax planning engagements and provide proactive tax advice to clients on business transactions, tax-efficient structuring, and tax credits/deductions.
Conduct technical tax research and interpret federal, state, and local tax laws to ensure proper application and minimize client exposure.
Coordinate and respond to tax audits and inquiries from tax authorities; prepare supporting documentation and represent clients as needed.
Implement and maintain tax processes, controls, and documentation standards to improve efficiency and reduce risk.
Manage client relationships, communicate tax results and recommendations clearly, and ensure excellent service delivery and timely responses to client inquiries.
Collaborate with other service lines (e.g., advisory, accounting) to deliver integrated solutions and identify cross-selling opportunities.
Stay current on tax legislation, regulatory changes, and industry trends and communicate impacts to staff and clients.
QualificationsBachelors degree in Accounting, Finance, or related field; Masters in Tax or Accounting preferred.
Minimum 5-7 years of progressive tax experience with demonstrated experience in tax compliance and planning; prior experience in a tax manager or senior-level role preferred.
Deep technical knowledge of U.S. federal and state tax laws and experience preparing or reviewing 1040, 1065, and 1120S returns.
Proven experience performing technical reviews and quality control of tax workpapers and returns.
CPA or Enrolled Agent (EA) designation is highly preferred (nice to have).Strong leadership and people-management skills with experience coaching and developing staff.
Excellent client-facing skills with the ability to explain complex tax matters clearly and concisely.
Proficiency with tax software, Excel, and research tools; experience with major tax preparation platforms preferred.
Strong analytical, problem-solving, and project management skills with attention to detail and ability to meet deadlines.
Ability to represent clients before tax authorities and comfort working in a fast-paced, deadline-driven environment.