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Our client, an impressive asset management firm is seeking a Tax Manager to join a collaborative tax team This firm works with a wide range of clients, including family-owned businesses, trusts, and investment entities. This role offers the chance to work with experienced tax professionals in a stable, rewarding environment.
Job Responsibility:
Manage tax compliance workflows for diverse client portfolios
Serve as primary point of contact for assigned clients, ensuring outstanding service and communication
Mentor, train, and review the work of junior tax staff
Oversee the preparation and review of federal, state, and local tax workpapers and returns
Lead complex tax planning projects and research technical tax issues
Prepare clear and concise research memoranda and provide guidance to clients
Collaborate regularly with senior management and other stakeholders
Requirements:
Bachelor’s degree in Accounting or related field
5+ years of tax experience, ideally focused on pass-through taxation and closely held businesses
multi-state experience a plus
CPA designation and public accounting background strongly preferred
Extensive knowledge of federal and state tax matters relating to pass-through entities
Proven expertise in technical tax research and project management
Exceptional attention to detail with strong analytical and proactive problem-solving skills
Excellent interpersonal, verbal, and written communication abilities
Nice to have:
multi-state experience a plus
What we offer:
competitive compensation
comprehensive benefits package
medical, vision, dental, and life and disability insurance