What are the responsibilities and job description for the Tax Manager position at Gordon Tax?
Job Title: Tax Manager
Location: Hybrid (4 days/week in-office after 60 days)
Employment Type: Full-Time
Salary: $100k-$120k based on experience
About the Role:
We are seeking an experienced and detail-oriented Tax Manager to join our dynamic team. The ideal candidate will have a proven track record of at least 5-7 years in tax return drafting and reviewing, with a comprehensive understanding of both individual and business tax returns. The Tax Manager will play a critical role in ensuring the accuracy and compliance of our clients' tax filings while managing a team of professionals. While a CPA is preferred, it is not mandatory; however, the candidate must hold an Enrolled Agent (EA) certification or Juris Doctor (JD) and be licensed to practice law if they do not have a CPA.. The Tax Manager will report directly to the company’s Tax Compliance Partner and work closely with clients, team members, and other departments to deliver exceptional tax services.
Responsibilities:
● Collecting relevant tax forms from clients, including W-2s and financial statements, to prepare tax returns
● Informing clients throughout the tax preparation process of return status
● Inputting data from financial records and tax forms into tax return software (Lacerte)
● Completing and self-reviewing tax returns
● Oversight of junior tax return preparers including assisting in tax return drafting and review of preparers’ returns
● Acting as the client relationship contact throughout the return process
● Building customer relationships to promote and expand business
Qualifications:
● Proficiency in preparing individual and business tax returns (1040, 1120, 1120S, 1065, 990, 1041)
● Proficiency in Microsoft Office, Google Drive, and Adobe Acrobat
● Experience in Lacerte tax software is preferred
● Strong communication and interpersonal skills
● Ability to multitask and keep organized files for many clients at once
● EA (minimum requirement), CPA or JD is a plus
● Experience managing at least 1 direct report
Benefits:
● Retirement plan options
● Health insurance
● Paid time off
● Hybrid work environment
● Collaborative team environment
● Opportunity to work on advanced financial transactions with tech-savvy clients such as those in cryptocurrency – no day is the same!
● A culture that emphasizes teamwork but rewards individual performance. We want to help you accomplish your personal goals
● Be a part of a growing company with opportunities for individual career advancement
Salary : $100,000 - $120,000