TAX MANAGER
RESPONSIBILITIES
• Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-­‐work for all entity types (C-­‐Corp, S-­‐Corp, Partnership, Fiduciary, Non Profit, gift, multi state and TX franchise).
• Review Compiled financial statements for Corporations, Not for Profit entities, and Partnerships, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
• Manage and monitor client deliverables and due dates.
• Prepare complex U.S. and multi-­‐state income tax returns for business entities, including consolidated and non-­‐ consolidated C-­‐corporations, S-­‐Corporations, Partnerships, Fiduciary, and Non-­‐Profit Organizations.
• Prepare complex U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memorandum outlining findings and conclusions.
• Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices.
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.
• Lead department in knowledge of software, processes, and workflows.
• Assist with employee training for new hires and ongoing employee training.
• Engage in consulting and special projects as requested by Management and Clients.
• Takes direction and reports to the Partners of the tax department.

KNOWLEDGE AND SKILL REQUIREMENTS:
• CPA Certification required
• 3 years public accounting experience
• Good oral and written communication
• Good time management and organizational skills
• Proficient in Microsoft Office, Prosystem fx, and Adobe software.
• Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.

EDUCATION AND EXPERIENCE:
• CPA certification required.
• Bachelor’s degree in Accounting or related field required
• Master’s degree in Accounting with an emphasis in tax preferred
• Three years of experience preparing all types of tax returns with a public CPA firm preferred
• Minimum of two years reviewing tax returns and compiled financial statements with a public CPA firm preferred

BENEFITS

Competitive compensation, commiserate with experience

Flexible hybrid schedule that combines the benefits of remote work with in-office collaboration

Generous PTO

Health

Vision (Voluntary)

Dental (Voluntary)

401(k)

FSA (health & dependent care)

Short-term Disability (Voluntary)

Long-Term Disability 

Childcare assistance