Tax Manager

TAX MANAGER

Houston, TX

We are hiring a Tax Manager for our client who will be primarily responsible for accurate detail reviewing, preparing, and filing state and federal tax documents. As the lead researcher for all tax-related questions, this role is also responsible for developing tax strategies and policies to maintain compliance with local and federal tax laws and regulations and identifying tax problems and proposing solutions.

Responsibilities:

• Prepares and performs detailed reviews of complex U.S. and multi-state income tax returns and related supporting work papers for multiple business entities, including Corporations, S- Corporations, Partnerships, and LLCs.
• Prepares and performs detailed reviews of complex U.S. and state individual income taxes, gift taxes, and fiduciaries tax returns including any related supporting work papers.
• Supports tax staff development with thoughtful review comments, aids in learning where needed, and applies appropriate judgement of staff ability when delegating work.
• Calculates federal and state tax estimates. Prepares extensions and estimates withholding, ensuring compliance and preventing late payment penalties.
• Prepares, reviews, and/or approves check requests and taxing authority payment vouchers based on reviewed and approved estimates for individuals, trusts, and business entities.
• Prepares and updates property renditions reports.
• Prepares and maintains various states' annual reports for business entities, if applicable.
• Maintains permanent tax basis files by entities.
• Assists with tax research and special projects as needed. Maintains research materials by reviewing and interpreting new or revised laws.
• Manages and monitors client deliverables and due dates. Maintains internal records, keeps track of deadlines, and ensures timely filings.
• Works with accounting departments to reconcile the working trial balance and tax basis discrepancies, if any.
• Meets with accounting departments to track tax return completion status.

Requirements:

• BA/BS in Business with an emphasis in Accounting, CPA required
• Requires 3-5 years of tax supervisory experience, with focus on detail review and workflow planning for middle market clientele
• Requires a minimum of 5 years of professional tax preparation and 3 years detail review experience
• Working knowledge and experience with BNA tax planner, K1X, CCH Autoflow, ProSystem FX, CCH Axcess Tax, tax research tools, and QuickBooks Enterprise
• Strong technical skills and proficiency with software including Excel, Outlook, PowerPoint, Adobe Acrobat, and Word
• In-depth knowledge of current tax laws and ability to keep current
• Ability to adjust accounting books if needed for proper reconciliation to tax return