Tax Manager (Pa)

Tax Manager

About Baratz & Associates, P.A.

Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide our clients with reliable and accurate tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning. Boasting client relationships spanning decades, B&A's personalized attention, and our extraordinary knowledge of the most up-to-date financial requirements and tax provisions, puts us in a position to serve as true partners with our clients, working with them to enhance and profitably grow their business. Working at B&A will allow you to utilize your knowledge and experience to advance your career. Please visit our website www.baratzcpa.com to learn more about the firm, our services, and our capabilities.

We are seeking someone who wants to lead and mentor our staff in expanding their knowledge to excel in services to our clients. You will work directly with our clients, partners, and staff who also want to work with you.

What the Tax Manager role will offer you:

As a Tax Manager, you will work in-person as part of a team of professionals who are committed to delivering quality service. The responsibilities as a Tax Manager will include, but are not limited to:

• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.

• Managing staff workflows and redistributing work as needed and delegate projects to staff that can handle them most efficiently.

• Review and manage tax returns, extensions, tax planning calculations, and write-up work for all entity types C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, Gift, and Multi-State.

• Manage and monitor client deliverables and due dates.

• Prepare Complex U.S. and Multi-State income tax returns for business entities, including consolidated and non-consolidated C-Corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.

• Prepare complex U.S. and state individual income, gift tax, and estate tax returns.

• Conduct complex tax research and prepare memorandum outlining findings and conclusions.

• Respond to IRS and state agency audits, inquiries, and tax notices. Communicate with IRS and clients in connection with audits, inquiries, and tax notices.

• Sit in partner meetings with prospective clients.

• Resolve nearly all issues of junior, senior, and supervisory staff without need for partner.

We offer:

• Professional growth, development, and continuing education opportunities.

• A diverse, dynamic in-office work environment.

• Strong leadership, communication, and feedback.

• A lifestyle that includes personal and family time, in addition to professional and networking opportunities.

• Help with instituting and creating innovative solutions to the challenges facing our clients.

• 100% paid individual healthcare, life insurance, long-term disability insurance, 401(k) plan, section 125, paid time off, plus paid holidays.

Required Qualifications:

• Bachelor's degree in accounting from an accredited college/university.

• CPA designation and 10+ years of experience in public accounting.

• Advanced knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis, and reporting of financial data.

• Proficient with Microsoft Office products.

• Proficient in QuickBooks; Familiar with Thomson Reuters products, a plus.

• Candidates must be detail-oriented, self-starters, and demonstrate excellent computer, analytical and effective communication skills.

• Adhere to the firm's values and code of conduct.

• Strong verbal and written communication skills.

• Supervision experience is preferred.