Tax Manager

• Prepare and review federal, state, and local tax filings, including annual returns, extensions, and informational returns
• Develop and maintain tax provision schedules by consolidating and analyzing data
• Research and recommend effective tax strategies to address complex federal, state, and local taxation issues
• Ensure compliance with new tax legislation by reviewing, interpreting, and implementing changes
• Review a variety of tax returns, including individual, corporate, estate, partnership, and S-corporation returns, for accuracy and completeness
• Support and mentor team members in preparing tax returns and related workpapers
• Maintain organized records for both the firm and its clients to ensure compliance and efficiency
• Streamline tax filing processes by revising procedures and developing templates
• Assist in evaluating the tax implications of mergers and acquisitions by analyzing data and identifying savings opportunities
• Communicate effectively with clients and vendors to address questions and provide updates

• Bachelor’s degree in Accounting or a related field
• Active CPA or EA certification is required
• At least 8 years of experience in tax preparation and compliance, including review processes
• Proficient in Thomson Reuters tax software, such as UltraTax, Workpapers CS, SurePrep, and SafeSend preferred
• Strong analytical and problem-solving abilities with attention to detail and accuracy
• Advanced proficiency in Microsoft Office Suite, including Excel, Word, and Outlook
• Excellent communication and organizational skills to manage client relationships and team coordination
• Commitment to maintaining confidentiality and adhering to high standards

Company using Karbon (not required)

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