Tax Manager

• Providing timely, high-quality client service
• Training, overseeing, and mentoring the members of your Client Service Team
• Reviewing and finalizing individual, gift, fiduciary, and business tax returns and work papers
• Reviewing and finalizing annual tax projections, calculations of estimated tax payments, and the implementation of recommended tax strategies
• Reviewing, finalizing, and presenting long-term tax projections, including identification of tax-reduction strategies for clients and prospective clients
• Maintaining a high level of organization with client data and files
• Interacting directly with clients, responding to questions/concerns and obtaining information necessary for their tax compliance and/or tax strategy work
• Reviewing and finalizing responses to IRS and state agency audits, inquiries, and tax notices
• Assisting with various administrative responsibilities of the Tax Team
• Reviewing and finalizing tax research projects and developing educational materials for clients, the Tax Team, and the company Team
• Identifying and developing technological and process improvements
• Keeping current on tax rules and regulations at both the federal and state levels
• Ensuring professional development through ongoing education and maintaining accreditation
• Participating in departmental projects
• Serving on departmental committees, as requested
• Reporting to the senior members of your Client Service Team

• Bachelor's degree required
• CPA, JD, or EA required
• 4 years of tax-preparation experience required
• Prior experience managing a team of associates required
• Previous experience in the financial services industry a plus
• Strong track record of achievement and meeting/exceeding ambitious targets
• Excellent verbal and written communication skills
• A motivated, self-starter looking for a place to grow your career

Previous experience in the financial services industry

• medical
• vision
• dental
• life
• disability insurance
• higher bonus structures
• work from home flexibility
• prioritization for employee work/life balance
• fast-track career growth opportunity
• access to top jobs
• competitive compensation and benefits
• free online training
• company 401(k) plan