Tax Department Manager

Lead New Tax Department: Due to growth and demand of tax requirements for our current clients, we are adding this Tax Manager position to our team to form and grow an internal tax department which will be integral to our client service offerings.

Unique Long-Term Career Opportunity: Take charge of the tax offerings of this firm and you will have opportunities to expand the tax services over time, deliver quality integrated services and build a long-term career.

Varied and Interesting Work: You work on simple to extraordinarily complex client tax returns, including individual, partnership, trust, gift, and estate tax returns. You will have opportunities to grow your knowledge of all aspects of individual, trust and estate taxation, as well as estate administration and financial planning and investment advisory services and become involved in all aspects of client relationships.

Rewarding: You get to see and experience the impact of your contributions while maintaining and developing new client relationships. Enjoy work/life balance favorable to accounting firm busy season.

Attractive base salary, as well as annual target bonus, full array of health and welfare benefits with longer term equity participation. Remote work flexibility.

We are a financial planning and investment advisory firm that is unique in that we provide in-house tax planning and compliance services to our investment advisory clients. Our clients are mid to high-net-worth individuals seeking financial planning and investment advice from an objective, unaffiliated party. We offer a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration.

• Review and finalize federal and state individual, fiduciary, partnership, S-Corporation, and gift tax returns and prepare these types of returns for more complex clients.
• Prepare tax planning projections for individuals and trusts as well as direct staff on client tax planning matters.
• Analyze and respond to notices from IRS and state agencies.
• Train staff on input and review of income tax returns. Develop dedicated tax staff to grow the department.

• 7+ years experience preparing and reviewing complex federal and state individual, fiduciary and partnership returns.
• Bachelor’s degree in Accounting, Finance or Economics, as well as a CPA and/or advanced degree in taxation.
• Exposure to investment partnership K-1 Schedules and multi-state nonresident income tax returns.
• Experience preparing and/or reviewing S-Corporation, gift tax, and estate tax returns.
• Experience with estate administration is a plus.
• Strong professional communication skills.