Tax Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Tax Manager based in the United States.

The Tax Manager will oversee the preparation, review, and management of complex tax compliance and reporting activities for individuals, businesses, and other entities. This role requires extensive tax expertise and the ability to navigate diverse tax structures, including corporations, partnerships, trusts, and nonprofit organizations. You will manage tax planning activities, review financial records, conduct technical tax research, and ensure compliance with applicable federal, state, and local regulations. Acting as a key point of contact for clients and internal business partners, you will provide guidance on tax matters and resolve complex issues. You will also contribute to improving internal workflows by developing procedures, templates, and best practices. This is an opportunity to combine advanced accounting knowledge, client relationship management, and leadership in a deadline-driven professional environment.

Accountabilities

As a Tax Manager, you will oversee a broad range of tax compliance, preparation, review, and advisory activities while ensuring accuracy and adherence to regulatory requirements. Your responsibilities will include:

Preparing and reviewing complex federal and state tax returns for resident and non-resident individuals.

Managing tax filings for C Corporations, S Corporations, partnerships, fiduciary entities, gift tax, single-member LLCs, exempt organizations, and private foundations.

Preparing and reviewing Foreign Bank Account Reports (FBAR) and other applicable international tax filings.

Reviewing business license, property tax, and sales and use tax returns.

Preparing and reviewing tax adjusting journal entries for business management clients' books and financial records.

Preparing and reviewing quarterly tax estimates, year-end individual tax projections, and business tax closeouts.

Developing, preparing, and reviewing tax basis schedules.

Responding to notices, inquiries, and audits from the IRS and state taxing authorities.

Serving as a primary point of contact for individual tax clients and business management affiliates, addressing questions and providing tax-related guidance.

Preparing and reviewing Forms W-2, 1099, and 1042 as required.

Conducting tax research to resolve complex issues and support accurate tax reporting and compliance.

Developing and implementing procedures, processes, and templates to improve operational efficiency and establish consistent best practices.

Requirements

The ideal candidate is an experienced tax professional with strong technical accounting expertise, excellent organizational abilities, and a proven capacity to manage complex assignments and client relationships. The following qualifications are expected:

Bachelor's degree in Accounting, Finance, or a related field.

Active Certified Public Accountant (CPA) license.

Between 7 and 15 years of professional tax experience.

Strong accounting knowledge and proficiency in tax preparation, compliance, and financial reporting.

Extensive experience preparing and reviewing complex individual, corporate, partnership, fiduciary, and other specialized tax returns.

Proficiency with tax preparation and tax projection software; ProSystem fx and BNA experience is preferred.

Advanced working knowledge of Microsoft Excel and Word.

Strong verbal and written communication skills, with the ability to explain complex tax matters clearly.

Excellent interpersonal skills and the ability to collaborate effectively with individuals from diverse professional backgrounds.

Positive, personable, and enthusiastic attitude, combined with a strong commitment to client service.

Proven ability to oversee multiple projects simultaneously and meet strict deadlines.

Strong initiative, analytical thinking, and problem-solving abilities.

Excellent attention to detail and the ability to manage competing priorities in a fast-paced environment.

Benefits

Competitive compensation package based on qualifications, experience, and professional expertise.

Opportunity to take on a managerial role overseeing complex tax compliance and advisory activities.

Professional development opportunities and exposure to a diverse range of tax matters.

Opportunity to strengthen client relationships and contribute to business process improvements.

Collaborative professional environment that values initiative, technical expertise, and problem-solving.