What are the responsibilities and job description for the Tax Manager position at Sharpe Patel PLLC?
Job Title: Tax Manager
Reports to: Firm Tax Partners
Contract Type: Full-Time
Working Location: Hybrid – Wilmington, NC
WHO WE ARE
Sharpe Patel PLLC is a full-service accounting firm that provides audits, reviews, compilations, bookkeeping, tax, and advisory services for a variety of clients. We are a small team with room to continue growing while creating a collaborative culture that supports each staff in their personal growth in the industry. Our firm is dedicated to providing superior solutions by gaining an understanding of each client's business and providing personalized services to fit their every need.
ABOUT THIS ROLE
Sharpe Patel PLLC is looking for a bright and eager candidate seeking a full-time position in tax in our Wilmington office. This position would work directly with our tax department. The tax team serves a variety of clients including individuals, businesses, not for profit organizations, trusts, and various other entities.
PRIMARY RESPONSIBILITES
- Prepare and review individual, corporate, and partnership tax returns
- Communicate with clients to gather supporting documents
- Identify tax problems and developing solutions
- Provide innovative tax planning and review complex income tax returns
- Supervising members of the tax team to ensure that tax returns are completed correctly
- Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
- Prepare/review technical tax memorandum
- Communicate with tax authorities to resolve notices
- Maintain effective control procedures over all aspects of the tax process
- Train and mentor staff on procedures and policies
REQUIRED QUALIFICATIONS
- BS/BA in Accounting (Master’s in Accounting/Tax preferred)
- 5 to 8 years’ experience in Public Accounting
- Experience preparing individual and closely held businesses and pass-thru (S Corp and Partnership) tax returns
- Excellent project management, analytical, interpersonal, oral, and written communication skills.
- Ability to manage multiple priorities, deadlines, and budgets
- Proficient accounting, analytical, and research skills along with a desire to continue to grow professionally
- Ability to communicate pertinent information to partners, managers and clients
- Willingness to work with a team and complete administrative tasks when required
- Reliable transportation and ability to work in-person in the Wilmington office multiple days during the week
PREFERRED QUALIFICATIONS
- CPA License
- Experience with QuickBooks
- Experience with high net-worth individual and multi-state tax returns
- Experience preparing exempt organization tax returns
- Experience managing a small team of employees
At Sharpe Patel PLLC, we encourage a healthy work/life balance by providing you with the tools, compensation, and benefits to achieve a high quality of life. See below for some of the benefits we provide to our employees.
FIRM BENEFITS
- Flexible Paid Time Off
- Health, Dental & Vision Insurance
- 401k Retirement Plan with Employer Matching
- Hybrid Work Location
- Continuing Education Opportunities
- Routine Company Outings & Events
- Relaxed Office Environment
Sharpe Patel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify/expression, disability status, or any other characteristic protected by law.