Tax Manager
- Manage and review complex federal, state, and local tax filings for individuals, partnerships (1065), S corporations (1120S), and corporations (1120)
- Provide tax planning and consulting services to clients across various industries
- Oversee staff assignments, workflow, and engagement budgets to ensure timely and accurate delivery of services
- Review trial balances, general ledgers, and supporting documentation for tax return preparation
- Coordinate multi-state tax filings and composite return filings
- Identify areas for process improvement and assist in the implementation of best practices
- Support the audit team during busy season or as needed, offering insight on tax implications
- Maintain knowledge of current tax regulations and proactively share updates with clients and internal team
- Build and maintain strong client relationships through proactive communication and service delivery
- Coach, train, and mentor junior tax and audit staff
- Bachelor’s or Master’s degree in Accounting or related field
- CPA certification required
- Minimum 5 years of public accounting experience with a primary focus on tax
- Working knowledge of audit procedures and financial statement reviews a strong plus
- Strong proficiency in tax software (e.g., CCH Axcess, ProSystem fx, UltraTax) and Microsoft Excel
- Experience with multi-state filings and high-net-worth individual tax returns
- Excellent interpersonal, leadership, and project management skills
- Ability to manage multiple priorities and meet deadlines with a high degree of accuracy
- Previous supervisory or managerial experience
- Experience with client relationship management and business development
- Ability to interpret tax law and communicate its impact in a clear, professional manner
- Multi-lingual a plus (Portuguese, Italian and/or Spanish preferred based on demographics and client list).
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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