Tax Manager

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

📋 Description

• Prepare intricate individual, business, estate, and trust income tax returns, encompassing Forms 1040, 1120-S, 1065, 1120, and 1041.

• Oversee and evaluate individual, business, estate, and trust income tax returns.

• Create and assess tax projections while providing clients with year-round tax planning support.

• Examine accounting records and financial statements, including those based on income tax.

• Supervise multiple client engagements, prioritize tasks, and maintain proactive communication with clients.

• Investigate complex federal and state tax issues and formulate practical recommendations.

• Recognize tax-saving opportunities and convey their potential effects to clients.

• Stay updated on developments in federal and state tax legislation.

• Review staff outputs and offer technical guidance, coaching, and constructive feedback.

• Train and mentor junior staff and senior accountants.

• Contribute to workload management, workflow enhancements, and engagement profitability.

• Facilitate efficient, technology-driven accounting and tax processes.

⛳️ Requirements

• Bachelor's degree in accounting, taxation, or a related area.

• Active CPA or Enrolled Agent (EA) credential required; CPA is preferred.

• A minimum of seven years of progressive experience in public accounting, with significant tax preparation and review duties.

• Strong understanding of individual, S corporation, partnership, C corporation, estate, and trust income taxation.

• Experience in preparing and reviewing estate and trust income tax returns, including Form 1041.

• Proven ability to research complex tax issues and apply technical guidance to client scenarios.

• Excellent written and verbal communication, organizational, and analytical abilities.

• Proficient in Microsoft Excel, Word, and Outlook.

• Familiarity with Lacerte, QuickBooks Online, and other professional tax or accounting software is advantageous.

🏝️ Benefits

• Full-time remote work arrangement.

• Paid vacation and holidays.

• SIMPLE IRA retirement plan with company matching contributions.

• Opportunities for continuing professional education and development.

• Technology-enhanced systems aimed at fostering efficient, high-quality work.

• Collaborative team culture featuring virtual social events and team-building activities.

• Opportunities to broaden professional responsibilities and contribute to firm operations.