What are the responsibilities and job description for the Tax Manager position at Clevanoo LLC?
Tax Manager
Fairfield, NJ
Full Time
Responsibilities:
Prepare and review tax returns for high-net-worth individuals and small to mid-sized businesses.
Assist with gift, estate, and tax-exempt entity tax matters.
Manage all aspects of client relationships in a professional and timely manner.
Prepare and review financial statements.
Perform audit and assurance engagements as needed.
Communicate directly with clients and provide timely responses to inquiries.
Supervise, mentor, and review the work of firm staff.
Perform onsite work at client locations as required.
Must to Have:
Bachelor's (Required)
CPA or Enrolled Agent (EA) license strongly preferred.
10 years of small to mid-size CPA firm experience.
Excellent verbal and written communication skills
Strong analytical and time management skills
Willingness to travel to clients
Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.
Preferred (Nice to Have) Qualifications:
Proficiency UltraTax.
Master’s degree in accounting or taxation.
License/Certification:
CPA or Enrolled Agent (EA) license (Preferred)