- The Tax Manager will lead the preparation and review of federal, state, and local tax returns, including original and amended 1040, 1065, 1120, 1120S, 706, 709, etc. for various clients.
- Oversee financial reporting and accounting activities, including compilations and financial statement preparation.
- Identify and research complex tax issues, and provide innovative, value-driven solutions for clients.
- Manage client relationships, ensuring timely communication, exceptional service, and proactive advice.
- Collaborate with colleagues in a team-driven environment, providing mentorship and guidance without the constraints of a traditional hierarchy.
- Play a key role in identifying tax issues and researching solutions independently.
- Mentor and guide junior staff, fostering a collaborative, high-performance work environment.
- CPA or EA designation required.
- Minimum five (5) years of tax return preparation experience, with at least two (2) years reviewing tax returns is a CPA, or client-facing tax preparation firm.
- Experience with a variety of tax return types, including individual and corporate filings.
- Minimum 3-5 years of experience with compilations and financial statement preparation.
- Strong working knowledge of current public accounting standards and tax laws.
- Proven ability to manage client interactions independently and deliver high-quality work with minimal supervision.
- Excellent communication and leadership skills, with the ability to thrive in an autonomous and collaborative work environment.
- Proficiency in QuickBooks, Adobe, and Lacerte (preferred but not required—training available for the right candidate).
