Tax Manager – Commercial Tax

Responsibilities

• Review tax returns, tax projections, and tax work papers
• Possess strong tax knowledge and experience in S Corps, Partnerships, etc. (knowledge of individual taxation a plus)
• Provide effective consulting, planning and compliance for your clients
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
• Perform tax research to resolve issues
• Maintain strong relationships with a highly proactive approach to serving clients
• Coordinate with Partner to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring and training staff
• Maintaining knowledge of new tax issues and general business trends that affect the client

• Bachelor’s degree in Accounting required
• Masters in Taxation is preferred
• CPA preferred
• 7+ years of progressive public accounting experience
• Excellent written and verbal communication skills
• Capable of managing multiple client engagements
• A track record of building and sustaining client relationships and high quality client service
• Outstanding analytical, organizational and project management skills
• Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH Answer Connect, RIA Checkpoint, XCM and Microsoft Office

Demonstrates expertise in tax consulting, planning, and compliance, with a strong focus on S Corps and Partnerships. Proven ability to manage client relationships and deliver high-quality service while mentoring and training staff.

• Tax Consulting
• S Corps Knowledge
• Client Relationship Management
• Project Management
• CPA Certification

• Tax Return Review
• Tax Research
• Tax Projections
• Tax Work papers
• Individual Taxation Knowledge
• Analytical Skills
• Organizational Skills
• Compliance
• Planning

• Communication Skills
• Coaching
• Mentoring
• Client Service

• Bachelor’s Degree in Accounting
• Masters in Taxation
• CPA Preferred

• Public Accounting
• Tax Compliance
• Client Engagements
• Business Trends

• CCH Axcess
• Sureprep
• BNA Income Tax Planner
• CCH Answer Connect
• RIA Checkpoint
• XCM
• Microsoft Office