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This role involves managing multiple high-level tax engagements, formulating and delivering innovative tax planning, and providing client service. You will be identifying and capitalizing on business opportunities, working with staff to ensure tax returns are completed correctly, and performing research on tax topics.
Job Responsibility:
Manage multiple high level tax engagements ensuring effective execution and delivery
Develop and implement innovative tax planning strategies
Provide exceptional client service and foster business opportunities within our current client base
Work collaboratively with staff to ensure individual and business tax returns are completed correctly and timely
Analyze tax situations from various perspectives to apply the maximum tax benefit
Conduct research on various tax topics and draw conclusions
Lead, develop and mentor team members to enhance their skills
Work with high level clients and review tax returns for accuracy
Participate in business development and community involvement activities
Understand the mindset of a business owner with entrepreneurial spirit
Deliver exceptional customer service to our clients
Participate in coaching employees and career development
Stay up-to-date on the ever-changing tax industry’s regulations and policies
Requirements:
Minimum of 5 years of experience in a Tax Manager role
Proficiency in Accounting Software Systems
Experience with ADP - Financial Services
Familiarity with CCH ProSystem Fx and CCH Sales Tax
Knowledge of ERP - Enterprise Resource Planning
Adept at various Accounting Functions
Prior experience in Auditing
Compliance experience
Familiarity with Entity Formation procedures
Expertise in Income Tax Accounting
Ability to handle Individual Tax Return tasks
Proficiency in Tax - Individual
Nice to have:
Familiarity with CCH ProSystem Fx and CCH Sales Tax
What we offer:
Medical, vision, dental, and life and disability insurance
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