Tax Manager

Responsibilities:

Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities

Review gift tax returns

Review quarterly and year-end tax projections

Review tax workpapers

Deliver clear requests for information via phone or email directly to clients

Research Federal, state, and cross-border tax issues

Strategize with partners and the client engagement teams on tax planning

Work closely with the management team to mentor, train, and supervise staff

Basic qualifications:

Minimum degree required: Bachelor’s degree

CPA

Required field of study: Accounting, Finance and/or Taxation

Minimum years of experience: 7+

Strong working knowledge of Microsoft Office Suite

Strong verbal and written communication skills

Client Management Skills:

Manage deadlines and client work

Bill clients accordingly

Collect outstanding receivables