Tax Manager
Location: USA St. Charles
Experience: 5 20 Years
MustHave:
Technical Tax Expertise: Strong experience with a variety of tax returns including federal state and local tax returns for individuals and corporations (etc.).
Competence in managing tax return reviews and addressing complex tax issues.
Financial Reporting and Accounting: Experience in financial statement preparation and compilations with a minimum of 35 years in these areas.
Minimum five (5) years of tax return preparation experience with at least two (2) years
reviewing tax returns.
Client Relationship Management: Ability to manage client interactions independently ensuring exceptional service and proactive communication.
Leadership and Mentorship: Skills in mentoring and guiding junior staff within a collaborative team environment.
Communication and Collaboration: Excellent communication skills and a demonstrated ability to work effectively in both autonomous and team settings.
Technical Proficiency: Proficiency in software such as QuickBooks Adobe and tax software (Lacerte preferred though training is offered). Familiarity with tax research tools.
Certification: CPA or EA designation required.
Key Responsibilities
- The Tax Manager will lead the preparation and review of federal state and local tax returns including original and amended 1120S 706 709 etc. for various clients.
- Oversee financial reporting and accounting activities including compilations and financial statement preparation.
- Identify and research complex tax issues and provide innovative valuedriven solutions for clients.
- Manage client relationships ensuring timely communication exceptional service and proactive advice.
- Collaborate with colleagues in a teamdriven environment providing mentorship and guidance without the constraints of a traditional hierarchy.
- Play a key role in identifying tax issues and researching solutions independently.
- Mentor and guide junior staff fostering a collaborative highperformance work environment.
Qualifications
- CPA or EA designation required.
- Minimum five (5) years of tax return preparation experience with at least two (2) years reviewing tax returns is a CPA or clientfacing tax preparation firm.
- Experience with a variety of tax return types including individual and corporate filings.
- Minimum 35 years of experience with compilations and financial statement preparation.
- Strong working knowledge of current public accounting standards and tax laws.
- Proven ability to manage client interactions independently and deliver highquality work with minimal supervision.
- Excellent communication and leadership skills with the ability to thrive in an autonomous and collaborative work environment.
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