Tax Manager

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This range is provided by Rose, Snyder & Jacobs LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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TAX MANAGER– FAMILY OFFICE

(In-person, Hybrid or Remote)

Rose, Snyder & Jacobs LLP is seeking an experienced and proactive Tax Manager for our Family Office Team to assist with two of our largest client engagements. Successful candidates will have 6+ years of experience in public accounting with strong experience in managing complex tax work efficiently and accurately under tight deadlines. Please note that this position requires extensive experience with complex tax concepts such as multi-state taxation, separate activities, step-ups, passthrough entity tax, etc.

and that candidates without relevant experience cannot be considered.

About Us

Rose, Snyder & Jacobs is an independently-owned, full-service transdisciplinary tax and accounting firm. We have three divisions – Tax, Audit, and Financial and Accounting Services. We pride ourselves on doing exceptional work for our sophisticated clients in a supportive environment. (Make sure to check out our excellent benefits listed at the end of this advertisement. We are very proud to offer some incredible perks to show our appreciation for our team.)

About You

You are a personable professional committed to a career in public accounting. You have experience in family office tax work, including preparing and reviewing multi-state partnership, S-Corp, C-Corp, trust, and individual returns. You have outstanding organizational skills and can effectively plan and delegate work. Your written and oral communication skills are first-rate, as is your attention to detail and ability to meet a deadline.

You take pride in providing stellar customer service to your clients and collaborating with your colleagues. You are equally adept in following directions when needed and using your creativity to solve problems and think outside the box. You are often praised for your excellent judgement and curiosity – knowing when to take the initiative, when to ask for direction from team members;

and a passion to dig deeper to find solutions.
Most importantly, you are a team-oriented, flexible thinker who puts clients and the team first. Manager candidates must have their CPA or EA license.

What You’ll Do

• Actively participate in the development and execution of a strategic plan for RSJ’s two largest tax clients (70+ returns each, all complex).
• Prepare, review, and analyze individual, trust, and pass-through tax returns to ensure accuracy and compliance with tax codes, laws and regulations, including complex multi-state returns;
• Analyze client financial statements and propose adjusting journal entries as needed to ensure accuracy and completeness before tax preparation;
• Maintain accurate and updated documentation of tax preparation work;
• Stay up to date on tax codes, laws, and regulations and provide updates to associates on your team as well as advice to clients;
• Assist with responses to IRS and state tax notices;
• Monitor engagement economics (budget, work-in-progress, collections);
• Keep team leaders apprised on status of projects and deadlines; and
• Supervise and mentor associates, senior associates, and supervisors, including participation in their formal reviews and their career development.

Required Qualifications

• 7+ years of public accounting firm experience
• Demonstrated experience with pass-through returns
• CPA/EA (required for managers)
• Ability to work overtime as required

Software

• Knowledge of Prosystems or CCH Axcess Tax
• Knowledge of Engagement Trial Balance software
• Knowledge of XCM Tracking Systems
• Proficient with Microsoft Office (Word, Excel, Access, Outlook)

What We Offer

We’re all about investing in your future! Join us for a rewarding career filled with growth opportunities and ongoing training. You’ll work on exciting and…