Job Overview We are seeking a dynamic and detail-oriented Tax Manager to lead our tax planning, compliance, and reporting initiatives. In this pivotal role, you will oversee complex tax strategies, ensure adherence to regulatory requirements, and provide expert guidance on a wide range of tax-related matters. Your expertise will support our organization's financial health and growth, while fostering a culture of integrity and excellence. The ideal candidate will possess strong technical skills, a proactive mindset, and a passion for delivering innovative tax solutions that drive success.

Essential Duties:

Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services Review individual, trust, estate, gift and foundation returns Review estate and trust fiduciary accountings Handle Federal and State tax notices and audits Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies Manage all aspects of client accounts and foster client relationships Review and analyze estate planning related legal documents Business development including networking, public speaking and authoring Trust and Estate related articles Manage other members of the group including monitoring their workload and training and assisting them Stay current on new tax legislation

Qualifications:

Bachelor's degree in Accounting from an accredited college/university required; Master's in Taxation a plus 7+ year's progressive tax experience in public accounting required Active CPA license or EA designation required Extensive experience in Tax Advisory and Estate/Trust planning and compliance Ability to establish and maintain good client relationships Excellent verbal and written communication skills Proficiency in Microsoft Office applications required Experience with reviewing fiduciary, gift and estate tax returns Preferred experience with CCH Axcess Tax, CCH ProSystem fx Engagement Experience with research software and memo writing required Must be able to work additional hours as needed to meet client deliverables Must have access to a car/public transportation

Compensation & Benefits:

Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills, and certifications.

Pay:

$115,000.00 - $140,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Paid time off Vision insurance

Work Location:

In person