Full-Time Tax Manager

Summary/Objective

Reporting to the Tax Director, the Tax Manager is responsible for serving as a leader in the tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns, a detail review of some returns, managing workflow, and assisting the Senior Tax Managers and/or Tax Manager II and planning teams as needed.

Essential Functions

• Manage the daily workflow of tasks for their assigned clients
• Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and/or client
• Oversee assigned Tax Admin Specialist for team
• Provide weekly updates to the Senior Manager and/or Tax Manager II regarding overall performance

Responsibilities and Duties

• Work closely with Senior Tax Managers and/or Tax Manager II to prepare for each tax season
• Work with Tax Advisors on preparing and reviewing of annual tax preparation for clients
• Work closely with Tax Advisors, Tax Manager II and/or Senior Tax Managers to address questions/concerns from the planning teams
• Partner with Planners to ensure a seamless workflow between departments
• Create and present tax training materials alongside Tax Manager II, Senior Tax Managers and Senior Tax Research Manager
• Work closely with Senior Tax Research Manager, Tax Manager II and Senior Tax Managers to address research projects, staff training materials & staff training events
• Mentor Tax Advisors on professional development within the tax department
• Act as an active participant in the recruiting process (review resumes and interview candidates)
• Log IRS and State correspondences; delegate accordingly to the proper department/person
• Work closely with Administrative Team to ensure the proper processing/releasing of Tax Returns and various tasks
• Work with Tax Onboarding team to ensure proper training is being provided

Education and Experience

• Bachelor’s degree or higher in Accounting, Tax, or related field
• CPA or EA required
• 8+ years’ experience in public accounting or its equivalent
• Proven experience with Lacerte tax preparation software is highly desirable
• Thorough knowledge of tax laws
• Strong communication, interpersonal and organizational skills
• Experience managing a team strongly preferred

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