Tax Manager – Director

• Consult with franchise ownership clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members
• Foster and build opportunities for clients, communities, and people
• Become an industry professional and attend industry-leading events and trainings
• Perform tax procedures according to engagement size and complexity
• Review complex partnership, S-corp, pass-thru, and HNW personal tax returns

• Minimum 6 years of experience serving in a tax role with a public accounting and/or professional services firm
• Bachelor’s Degree in Accounting, Finance, or a related field
• Active JD, CPA, or EA certification
• Experience reviewing complex partnership, S-corp, pass-thru, and HNW personal tax returns
• Ability to consult with franchise ownership clients on succession and tax planning
• Ability to lead, schedule, supervise, and review tax engagements
• Ability to develop and train team members
• Strong problem-solving skills and ability to bring solutions to clients
• Client-service orientation and ability to help businesses succeed strategically

Demonstrates expertise in tax planning and compliance, with a focus on reviewing complex partnership, S-corp, pass-thru, and HNW personal tax returns. Proven ability to lead teams, consult with clients on strategic business processes, and develop talent within the organization.

• Tax Planning
• CPA Certification
• Team Development
• Client Consultation
• Tax Engagement Review

• Tax Procedures
• Partnership Tax Returns
• S-Corp Tax Returns
• Pass-Thru Tax Returns
• HNW Personal Tax Returns

• Problem-Solving
• Client-Service Orientation

• JD Certification
• CPA Certification
• EA Certification

• Public Accounting
• Professional Services
• Franchise Ownership
• Succession Planning
• Tax Engagements