Tax Manager

As a key member of our Tax team, the position will assume a strategic role in high level tax oversight, client relationship management, and team development. The primary day-to-day responsibilities may involve; tax planning, individual and business tax return preparation and review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, mentoring and training staff.

• Preparation and review of Individual, Partnership, Trust, Corporation and S Corporation tax returns
• Assist with tax planning
• Team oversight, training, and development
• Networking with local businesses and community members
• Oversees tax engagements
• Review work papers and financial statements for compilation and review engagements
• Accounting solution services for small privately held business clients
• Participates and contributes to firm wide strategic planning and goals

• Bachelor’s degree in Accounting
• Active CPA license
• Minimum of 8 years of related public accounting experience

• Proficient tax knowledge
• GAAP knowledge
• Estate and Trust knowledge is helpful but not required
• Must enjoy "taking care" of their clients
• Proven time and project management skills, able to effectively manage client relationships and workload
• Professional and personable
• Practices a high level of inclusion and collaboration skills
• Pays close attention to detail
• Able to adapt to multiple businesses/industries
• Prefers a fast-paced, hands-on work environment, able to handle stress and deadlines
• Embraces technology and uses it to improve processes