The Tax Manager reports to the Tax Principal and works closely with the other employees in the firm.

PRIMARY RESPONSIBILITIES

• Tax return preparation and review: Prepare and/or review individual, fiduciary, gift, partnership, and corporate tax returns, including preparation of work papers; preparation of tax projections and related estimated payments; analyze client information and offer recommendations for reducing client tax liabilities.

• Perform tax research.

• Assist with tax notice responses and audit defense.

• Education to staff on tax issues.

• Supervise, train and mentor associates and interns on tax projects.

• General accounting for client business’ to be used in preparing income tax returns, including preparation of trial balances and related adjusting journal entries, preparing deposits, and distribution requests.

• Stay current on latest tax law changes. Take advantage of continuing education opportunities.

• Assist with general administrative functions of the tax department.

• Proactively interact with key client management to gather information, resolve tax related problems, and make recommendations for business and process improvements.

• Special projects, as necessary.

COMPETENCIES REQUIRED

• Minimum 3 years’ experience in tax preparation.

• Excellent knowledge of federal and state tax laws and regulations.

• Strong knowledge of Excel, Word, and QuickBooks.

• Strong written and verbal communication skills. Must be able to communicate clearly and concisely with colleagues and clients.

• Strong reconciliation and analysis skills.

PERSONAL CHARACTERISTICS

• Strong client service focus. Responsive to needs of colleagues and clients.

• Ability to organize and prioritize projects.

• Meticulous attention to detail. Must be thorough and accurate.

• High integrity with a strong work ethic.