#10413 Job Description
Tax Manager
We are looking for a talented tax professional to work in tandem with our wealth management and investment departments. In this role, the tax manager will help design and implement business tax strategies as well as evaluate best practices and processes to ensure compliance with filing deadlines and tax regulations. The role will consist of business development opportunities in partnership with various team members by cross selling our services for wealth management, insurance, and retirement plans. The ideal candidate is an analytical, detail-oriented professional who enjoys solving complex tax-related issues with 5+ years of business tax experience. You must be willing to work in a team environment and communicate complex subjects matters to clients easily and successfully.
OBJECTIVES OF THIS ROLE
- Assist in developing business and investment strategies for an optimized after-tax return for a client
- Ensure that business and personal tax-return preparation meets all regulatory requirements
- Review operations and procedures to ensure compliance with state and federal statutes and regulations
- Seek new efficiencies for the tax department and improve client experience
RESPONSIBILITIES
Oversee and work with the tax team to ensure compliance and best practices are being utilizedReview all business tax returns and some individual tax returnsMaintain and develop relationships with existing and new clients by providing exceptional client service and adviceSeek opportunities for legal tax saving strategies for businesses including retirement plan contributions, QBI planningDetermine best tax structure for businesses and implementRemain up to date with changes in the tax code and accounting lawsConduct research on tax compliance issues at the state and national levelsREQUIRED SKILLS AND QUALIFICATIONS
Bachelor's degree in accounting, finance, or related fieldCPA required or in processExtensive knowledge of accounting methods and tax lawsExcellent analytical and problem-solving skills with sharp attention to detailStrong written and oral communication skillsProficiency with relevant tax and accounting softwarePREFERRED SKILLS AND QUALIFICATIONS
Master's degree in accounting, finance, or related field3-5 years of experience working on complex business returns and strategies#IND