Tax Manager- HNWI

Job Summary

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.

About the role

Tax Strategy and Engagement Oversight

• Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
• Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
• Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations

Research and Analysis

• Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
• Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making

Client Communication

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
• Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

Team Collaboration

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
• Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables

Strategic Business Development

• Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
• Participate in proposal development and presentations to prospective clients

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client's needs

Required education and experience

• Bachelor's degree in accounting, finance, or a related field
• 5 - 8 years of relevant experience
• CPA or Enrolled Agent license
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience

• Juris Doctor (JD) degree for specialty positions

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

What We Offer

Positive Work Environment

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

Comprehensive Benefit Package

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.