What are the responsibilities and job description for the Tax Manager position at 40HRS, Inc.?
Our firm looks for professionals having the ability to thrive in an energetic environment consistently dedicated to delivering nothing short of excellence to our clients. We seek to provide our people with a work-life balance that allows them to achieve their career goals while pursuing personal interests.
If the following job requirements and experience match your skills, please ensure you apply promptly.
Responsibilities :
Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
Review gift tax returns
Review quarterly and year-end tax projections
Review tax workpapers
Deliver clear requests for information via phone or email directly to clients
Research Federal, state, and cross-border tax issues
Strategize with partners and the client engagement teams on tax planning
Work closely with the management team to mentor, train, and supervise staff
Basic qualifications :
Minimum degree required : Bachelor’s degree
Required field of study : Accounting, Finance and / or Taxation
Minimum years of experience : 7
Strong working knowledge of Microsoft Office Suite
Strong verbal and written communication skills
Client Management Skills :
Manage deadlines and client work
Bill clients accordingly
Collect outstanding receivables
Preferred knowledge / skills :
Excellent analytical and problem-solving skills
Strong interpersonal and communication skills
Recent or current experience servicing High Net Worth and / or Family Office clients
Managerial experience with staff and clients
Proficient with use of GoSystem Tax RS is a plus