What are the responsibilities and job description for the Tax Manager position at AdaptFirst Tax and Investments?
Company Description
AdaptFirst Tax and Investments is a comprehensive financial services firm that integrates tax planning, preparation, bookkeeping, investment management, and financial planning for individuals and businesses. By offering these interconnected services under one roof, AdaptFirst ensures a streamlined, coordinated approach to financial management. This holistic strategy supports clients in aligning tax and investment plans to maximize long-term wealth. AdaptFirst is dedicated to creating effective, efficient solutions that simplify financial decision-making for its clients.
Role Description
This is a full-time, on-site role for a Tax Manager located in Kernersville, NC. The Tax Manager will oversee and manage tax planning, compliance, and preparation processes for individuals and businesses. Responsibilities include staying up-to-date with tax laws, preparing and reviewing tax returns, providing tax strategy recommendations, and ensuring compliance with state and federal regulations. The Tax Manager will work closely with other departments to ensure cohesive financial planning and timely reporting, while also providing exceptional client service.
Qualifications
- Proficiency in Tax Planning and developing tax strategies for individuals and businesses
- In-depth knowledge of Tax Compliance and ensuring adherence to federal and state regulations
- Experience in Tax Preparation and reviewing tax returns for accuracy and efficiency
- Strong understanding of Tax Law and its practical application to various scenarios
- Strong organizational, analytical, and problem-solving skills
- Exceptional communication and client service capabilities
- Bachelor’s degree in Accounting, Finance, or a related field; CPA or EA certification required
- Previous experience in tax management or a similar role is a plus