A prestigious wealth management firm is looking for a Tax Manager. The position will report directly to the partners/principals and be responsible for overseeing the planning, scheduling, preparation, research, and review process of federal, state, and local tax returns for both individuals and businesses and provide guidance and leadership to staff members.
Position Type/Expected Hours of Work
This is a full-time position that seasonally requires long hours and some weekend work.
Responsibilities & Duties
Responsibilities include, but are not limited to:
Manage engagement team members to ensure timely completion of assigned tasks and be a resource for team members
Maintain timely and accurate communication with team and clients to manage expectations, deadlines, and deliverables
Demonstrate advanced technical aptitude of taxation and lead preparation of complex tax returns including: individuals, C-Corp, S-Corp, partnerships, trust, estate, etc. for clients in a variety of industries
Establish rapport and work directly with clients to resolve tax questions and issues
Review the work of associates and provide feedback for corrective action
Perform extensive tax research on complex tax issues
Handle IRS, state, governmental correspondence and audits
Provide guidance/mentorship to staff and assist them in developing technical skills
Train new employees on firm technology, processes, and procedures
Maintain program for periodic tax updates and education for the tax group
Present new ideas and improvements for ways of performing tasks to achieve firm and departmental goals
Skills & Qualifications
Qualified candidates possess the following skills & attributes:
Strong analytical, research and critical thinking skills
Ability to make and support decisions regarding accounting and tax matters
Ability to perform and direct multiple engagements
Excellent communication and writing skills
Ability to mentor, lead, train staff members and adapt to different learning styles of others