Tax Manager

The Tax Manager is responsible for compliance, research, and special projects in all areas of tax. Additionally, the Tax Manager will oversee one to two interns directly and a total of three to four staff members indirectly. The Tax Manger will:

  • Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types with a focus on Individual
  • Review Compiled financial statements for Corporations, Not for Profit entities, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records
  • Prepare and review complex tax planning projections for individual and corporate estimated tax liability
  • Manage and monitor client deliverables and due dates
  • Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
  • Conduct complex tax research and prepare memorandum outlining findings and conclusions
  • Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices
  • Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
  • Lead department in knowledge of software, processes, and workflows


  • 4 years minimum of relevant experience
  • Experience in individual tax compliance, planning (experience in CS Suite and UltraTax a plus)
  • Tax research experience (RIA)
  • Gift, estate, and trust return experience would be a plus
  • Experience in partnership tax would be a plus
  • Outgoing and friendly personality – a team player
  • Forward-thinking and always looking for ways to improve, learn, and grow
  • Desire and ability to train, mentor/lead, and develop staff