Tax Manager

POSITION – TAX MANAGER

REQUIREMENTS

• Bachelor’s degree in Accounting or related field- Advanced degree preferred
• Licensed CPA or Law Degree
• Five to eight years tax experience, with emphasis on high income, high net-worth individuals with complex tax situations.
• Experience building and managing prospective and existing client relationships.
• Proficient in Microsoft Word and Excel
• Familiarity with tax preparation and bookkeeping software
• Experience with ProSystems tax preparation and Sage 50 Accounting software a plus
• Strong organizational, analytical and technical skills.
• Excellent in verbal and written communication.
• Exceptional attention to detail.

RESPONSIBILITIES

• Manage the preparation, review and sign individual, trust, estate, gift and partnership tax returns.
• Answer specific tax issues raised by tax preparers and professional staff. Provide research as needed.
• Maintain proficiency in tax law, analyze changes in the tax law and research tax law to ensure compliance and develop effective tax planning strategies.
• Provide training and development to tax professionals and other AMG staff, advise on tax law developments.
• Provide audit support for clients as needed.
• Actively market and promote the firm to potential clients.
• Evaluate and develop efficient and improved procedural systems for the delivery of tax services.
• Maintain a thorough understanding of tax department policies and procedures.

ATTITUDE AND JUDGMENT

• Ability to adapt to new tasks and responsibilities.
• Attention to detail with demonstrated accuracy.
• Pride in work and quality of work.
• Reliable and thorough.
• Willing learner.
• Team player.

Applications will be accepted through October 31, 2024

Job Type: Full-time

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Bereavement leave
• Dental insurance
• Dependent health insurance coverage
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• On-site gym
• Paid sick time
• Paid time off
• Prescription drug insurance
• Referral program
• Tuition reimbursement
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Tax preparation: 5 years (Required)

Language:

• English (Required)

License/Certification:

• CPA (Preferred)
• law degree (Preferred)

Work Location: In person

Salary : $100,000 - $150,000