Tax Manager overseeing all aspects of tax compliance and accounting for domestic real estate in a growing firm. Engaging with clients, providing consulting services, and mentoring staff in tax practices.
Responsibilities
Applying technical skills to perform effective reviews of all types of tax returns, ensuring relevant issues are resolved, exploring planning opportunities, and returns are complete and ready for Principal review
Providing tax research and consulting services in response to tax return issues, client requests and identifying opportunities
Managing engagements, including the planning and supervision of the tax return preparation process, coordinating tax consulting projects
Identifying tax planning & consulting opportunities, including coordination with client's other advisors
Assuming certain tax and non-tax administrative responsibilities to assist the Principals with the overall management of the Firm
Conversing directly with clients and their advisors and serving as the primary point of contact
Proactively communicating with other staff to assist and request status of projects
Mentoring and participating in training as a team leader
Thinking proactively about practice development to include opportunities to cross sell to existing clients as well as identifying new clients
Requirements
Qualified candidates will be a CPA or EA with 5 plus years of progressive CPA firm experience and have:
Bachelor’s degree required, Masters in Accounting/Taxation preferred
International Accounting Knowledge (tax laws for S-Corps, C-Corps, Partnerships and Individuals and foreign informational reporting requirements) preferred
Knowledge of estates and trusts, multi-state, and consolidated returns
Understanding of Generally Accepted Accounting Principles (GAAP)
Ability to review and provide feedback on tax work prepared by all staff in a professional manner
Ability to manage own time and the time of others, as well a train and mentor staff
Experience using UltraTax CS, CCH ProSystems, QuickBooks, and Practice CS preferred
Microsoft Office proficiency
Benefits
Competitive salary
401(k) plan with Employer match
Health, Dental, Vision insurance
Health Savings Account (HSA) for additional tax relief
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