Tax Manager

Tax ManagerPosition Overview We are seeking an experienced Tax Manager to lead tax compliance, planning, and advisory services for a portfolio of corporate and individual clients. The Tax Manager will ensure accurate, timely filings, manage tax provision processes, provide technical guidance on complex tax matters, and mentor a team of tax professionals to deliver high-quality client service and optimize tax positions.

Key ResponsibilitiesOversee preparation and review of federal, state, and local tax returns for corporations, partnerships, and individuals to ensure accuracy and timely filing.

Manage and mentor a team of tax professionals, including workload allocation, performance reviews, and training to build technical capabilities.

Lead tax provision (ASC 740) calculations and coordinate with finance for quarterly and annual reporting.

Provide technical research and analysis on complex tax issues, interpret tax law changes, and recommend practical solutions to clients and internal stakeholders.

Coordinate and manage partnership tax compliance and K-1 preparation, including allocation analysis and partner communications.

Develop tax planning strategies to minimize tax liabilities and optimize clients' tax positions across corporate and individual matters.

Serve as primary client contact for tax matters, delivering clear explanations of tax positions, recommendations, and potential risks.

Liaise with tax authorities during audits and examinations, prepare responses to information requests, and manage audit timelines.

Implement process improvements and leverage tax software and automation tools to increase efficiency and reduce risk.

Collaborate with cross-functional teams (finance, legal, and operations) on transactions, restructurings, and year-end planning matters.

QualificationsBachelors degree in Accounting, Finance, or related field; Masters degree in Taxation or CPA-preferred graduate-level coursework is a plus.

Minimum 5 years of progressive tax experience with demonstrated experience managing tax compliance and advisory engagements.

Proven experience in tax provision (ASC 740), return preparation, and tax research using authoritative sources.

Strong leadership and people-management skills, with experience supervising and developing staff.

Excellent written and verbal communication skills and the ability to translate technical tax concepts for non-tax stakeholders.

Advanced proficiency with tax software (e.g., UltraTax, Lacerte, OneSource), Excel, and tax research tools.

Ability to manage multiple engagements and deadlines, with strong attention to detail and commitment to quality.

Required:

Experience in a Tax Manager role or equivalent responsibility.

Preferred:

Knowledge and hands-on experience with Partnership Tax, Corporate Tax, and Individual Tax matters.

Preferred:

Active CPA or EA license or progress toward licensure.