Tax Manager Specializing in Complex Returns

Description

• 5-8 years of progressive experience in tax preparation and compliance, with at least 2-3 years in a management or supervisory role
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
• Advanced certification required (e.g. CPA, EA)
• Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
• Proven experience managing or coordinating with offshore teams is essential
• Knowledge of corporate and personal tax planning strategies
• Additional experience in accounting, finance advisory, and/or consulting services 

Key Responsibilities

• Directly manage and mentor a team of internal tax preparation professionals
• Oversee and coordinate the workflow, performance, and training of offshore tax preparation teams
• Forster a collaborative and high-performing environment, ensuring clear communication and seamless handoff of work between internal and offshore teams
• Manage and review the preparation of a wide range of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts
• Critically review complex tax returns and workpapers for accuracy, completeness, and compliance with federal and state tax laws
• Serve as a final point of review for returns and a technical resource for the team on complex tax issues
• Evaluate existing tax preparation workflows, identifying bottlenecks and opportunities for increased efficiency and accuracy
• Leverage technology and automation to enhance the tax compliance process, from document collection to final filing
• Create training materials and lead sessions to ensure all team members are proficient in new workflows and software
• Manage and coordinate tax audits, inquiries, and correspondence with tax authorities
• Act as a technical liaison between clients, tax authorities, and internal teams
• Collaborate with other departments within the company to ensure a holistic approach to client service 

Skills, Knowledge and Expertise

• Exceptional leadership, coaching, and mentoring skills
• Superior written and verbal communication skills
• Strong analytical, problem-solving, and critical thinking skills
• Strong organizational skills with meticulous attention to detail
• Proven ability to manage multiple priorities and meet strict deadlines in a high-pressure environment
• Excellent relationship management skills for clients and team members
• High ethical standard, conducts self with honesty and integrity 

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events