Tax Manager

• Oversee the preparation and review of complex tax returns, including corporate, partnership, and individual filings
• Provide expert tax planning and advisory services to clients, ensuring compliance with all applicable regulations
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performing work environment
• Manage client relationships by delivering tailored advice and maintaining an attentive and approachable demeanor
• Stay updated on changes in tax laws and regulations, incorporating new knowledge into client strategies
• Utilize and evaluate tax software systems, including Drake and Lacerte, to streamline processes and improve efficiency
• Support the firm's growth goals by identifying opportunities for business development and client retention
• Work with trusts and estates, as well as family office clients, to address their unique tax needs
• Collaborate with other departments to provide comprehensive financial solutions for clients
• Ensure accurate and timely annual income tax provisions and compliance reporting

• Proven experience in tax management, preferably within a public accounting environment
• Strong knowledge of corporate tax returns, entity formation, and annual income tax provisions
• Proficiency in tax software systems such as Drake, Lacerte, or similar platforms
• Familiarity with trusts, estates, and family office tax matters is preferred
• Exceptional interpersonal skills with the ability to build trust and maintain client relationships
• Highly autonomous with strong decision-making and judgment capabilities
• Demonstrated ability to lead and mentor a team effectively
• Detail-oriented approach with significant experience and a confident presence

Familiarity with trusts, estates, and family office tax matters

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan
• Free online training