Tax Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Review and finalize all tax returns.

• Assess estimate calculations and client T-letters.

• Actively oversee workflow and manage multiple projects to meet deadlines.

• Supervise tax department workflow, setting priorities, commitments, goals, and ensuring timely deliverables.

• Identify and implement process efficiencies.

• Continuously enhance technical tax expertise.

• Investigate complex tax issues and establish IRS-defensible positions.

• Represent clients during audit processes.

• Mentor and develop team members assigned to your oversight.

• Effectively communicate job status, concerns, and inquiries to both internal and external stakeholders.

• Address client inquiries within a 48-hour timeframe.

• Conduct client meetings.

• Cultivate relationships within the department and across the firm.

• Support the firm's growth through new-client referrals.

• Monitor client billing, profitability, and budget adherence.

⛳️ Requirements

• Consideration of experience, expertise, geographic location, and internal pay equity in new-hire offers.

• Capability to review and complete all tax returns.

• Proficiency in reviewing estimate calculations and client T-letters.

• Ability to manage workflow and handle multiple projects under time constraints.

• Competence in overseeing tax department workflow while determining priorities, commitments, and planning for timely deliverables.

• Knowledge of technical tax competencies.

• Skills to identify and research complex tax topics.

• Ability to formulate IRS-defensible positions on tax matters.

• Capacity to represent clients during audits.

• Capability to mentor and develop an assigned team.

• Strong verbal and written communication skills.

• Responsiveness to client inquiries within 48 hours.

• Proficiency in conducting client meetings.

• Ability to foster internal relationships and drive new-client referrals.

• Understanding of client billing practices, profitability, and budget management.

• Proficiency with CCH Axcess, Workstream, Sureprep, Engagement, CS Asset Planning, QuickBooks, Outlook, ShareFile, Excel, Word, and Adobe Acrobat.

• Must be legally authorized to work in the United States for any employer.

• Must not require sponsorship to work in the United States now or in the future.

🏝️ Benefits

• Health, Dental, and Vision Insurance, with options for fully covered employee-only health and dental plans.

• Company-sponsored life insurance.

• Company-funded long-term and short-term disability insurance.

• Options for supplemental life insurance, critical illness, and accident insurance.

• Classic Safe Harbor 401(k) Plan with employer contributions.

• Opportunities for professional growth, learning, and development.

• Access to Becker and LinkedIn Learning resources.