Tax Manager

• Oversee and review complex tax preparations and filings, including individual, corporate, and trust tax returns
• Manage the tax team, providing guidance, training, and ensuring high-quality work standards
• Conduct thorough reviews of staff-prepared tax documents and offer constructive feedback
• Communicate effectively with clients to address tax-related inquiries and provide solutions
• Ensure compliance with tax regulations and implement best practices for efficient processes
• Utilize tax software tools such as Thompson Reuters, UltraTax, and GoSystem Tax RS to streamline operations
• Lead tax planning strategies for high-net-worth individuals and investment portfolios
• Collaborate with partners to align tax strategies with organizational goals
• Monitor changes in tax laws and regulations to keep the team informed and compliant
• Support year-end tax provisions and reporting requirements

• Minimum of 10 years of experience in tax practice, with at least 5 years in a supervisory role
• Proven expertise in tax review and management processes
• Strong knowledge of tax preparation for high-net-worth individuals, corporate entities, and trusts
• Proficiency in tax software such as Thompson Reuters, UltraTax, and GoSystem Tax RS
• Excellent communication skills to interact effectively with staff and clients
• Ability to make informed decisions and lead a team towards achieving goals
• Experience in investment-related tax matters is highly advantageous

Master's degree in Taxation is preferred but not required

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan