Tax Manager
Daily Duties and Responsibilities
- Oversee and manage tax services to firm clients.
- Review individual, business, trust, and non-profit returns.
- Preparation of the most complex tax returns when necessary.
- Determine tax nexus for various state filing requirements.
- Assist with tax planning and quarterly or year-end projections.
- Coordinate IRS or State tax audits and respond to tax notices.
- Utilize research skills to resolve client tax and accounting issues.
- Present CPE to firm personnel.
- Develop and improve procedures for the tax department along with other managers and partners.
- Evaluate and mentor staff and seniors.
- Engage in business development and attend networking events.
- Participate in recruiting events and interview future intern and staff candidates.
Qualifications, Abilities and Skills:
- 7-10 years of experience in public accounting specializing in tax compliance and planning.
- Bachelor's degree in Accounting.
- CPA or MS in Taxation preferred by not required.
- Experience reviewing tax returns of all types.
- Reliable with a strong work ethic.
- Solid knowledge of tax code, laws, and regulations.
- Manage multiple engagements within budget while supervising tax staff and seniors.
- Excellent professional verbal and written communication skills and ability to establish and maintain client relationships.
- Knowledge of Microsoft Office applications.
- Working knowledge of ProSystem fx Tax and ProSystem Engagement preferred but not required.