What are the responsibilities and job description for the Tax Manager position at Lipschultz, Levin & Gray?
TAX MANAGER
Who We Are
Lipschultz, Levin & Gray, LLC (LLG) is one of the Chicago area’s most established independent accounting firms. For over 80 years, LLG has provided accounting, auditing, tax, and consulting services to privately held companies and their owners. Due to our firm’s continued growth, we are seeking a Tax Manager to join our team. LLG is a recipient of the Best Places to Work in Illinois award. We offer a collaborative, professional environment where employees are valued, supported, and encouraged to grow. Learn more about our firm at www.thethinkers.com.
Primary Responsibilities
- Prepare and review federal and multi-state tax returns, including individual, corporate, partnership, S corporation, and trust returns
- Review tax returns and supporting workpapers for accuracy, completeness, and compliance
- Prepare annual income tax provisions and provide tax planning services
- Research accounting and tax matters, summarize findings, and propose appropriate solutions
- Develop and maintain strong, long-term client relationships
- Provide tax consulting and advice to clients on a variety of tax matters
- Respond to client inquiries and tax authority notices
- Supervise, mentor and provide guidance to staff and other team members
- Manage multiple client engagements and meet established deadlines
- Perform other accounting and tax-related duties as assigned
Qualifications
We are looking for an enthusiastic, experienced professional with an upbeat outlook who enjoys working with clients and takes pride in providing high-quality tax and accounting services.
Strong candidates will possess:
- Bachelor’s degree in Accounting or related field required; CPA preferred
- At least five years of public accounting experience
- Strong knowledge of federal and state tax laws and regulations, with a working knowledge of GAAP
- Excellent written and verbal communication skills, with the ability to explain complex information clearly and effectively
- Strong analytical and problem-solving skills, with sound professional judgment
- Supervisory experience, with the ability to lead, mentor, and develop staff in a collaborative environment
- Experience overseeing AI-assisted tax research and compliance automation tools
- Ability to take initiative, work independently and as part of a team
- Commitment to confidentiality and professionalism
- Strong interpersonal and client service skills
- Strong organizational skills, with the ability to manage multiple engagements and deadlines
Preferred Technology Skills
- QuickBooks Desktop/Online
- Microsoft Office, especially Excel/Word
- CCH ProSystem fx or Axcess Tax
- CaseWare
Why Choose LLG?
At LLG, we want to help you take your career to the next level and maximize your potential. We offer a collaborative, respectful, and professional work environment that values work-life balance, along with an advanced IT infrastructure and the resources needed to succeed. We offer a competitive salary, comprehensive benefits, and the opportunity to build a rewarding career with a well-established firm that combines an entrepreneurial spirit with the potential for long-term advancement, including partnership.
Benefits
- Competitive salary
- 401(k) matching
- Flexible schedule
- Health insurance
- Dental insurance
- Vision insurance
- Disability and life insurance
- Health Savings Account (HSA)
- Dependent Care Flexible Spending Account (FSA)
- Paid time off (PTO)
- Summer hours