Tax Manager

We've been named to the “Top 200 Accounting Firms” in the United States by INSIDE Public Accounting. We are CPAs and Advisors who truly understand the needs of our entrepreneurial clients – because we are entrepreneurs too. We support many industries including but not limited to:
Healthcare
Agriculture
Manufacturing
Med Device
Professional Services
Real Estate
Not-for Profit
Construction

We offer a comprehensive compensation package that includes base salary and bonus potential. We also offer a full benefits package that includes health, dental, vision, life, STD, PTO, 8 paid holidays a year, 401(k) retirement and profit sharing, retail store memberships, and more!

Because we are entrepreneurial and work with mid-sized clients, you'll have the unique opportunity to learn and dive into complex business challenges you might not experience at smaller or larger firms.

Will offer a flexible work schedule, REMOTE or hybrid work from home, etc.

Primary Purpose:

We are seeking a Tax Manager focused on Estate Tax, but open to training the right candidate. Strong inspiration leadership is required! This role requires the candidate to have a genuine interest in developing a comprehensive understanding of our clients’ business and tax environment as well as providing a proactive year-round tax planning approach.

A successful team member enjoys working with a wide variety of clients, and demonstrates organizational, technical skill, and effective communication while enjoying contributing to a fun, professional working environment. You will be in a position to work closely with engagement Partners, interact with great clients, and will have opportunities for staff supervision and advancement.

Responsibilities include but are not limited to:

• Prepares complex Estate Taxes
• Leads multiple tax engagements and tax planning, scheduling, etc.
• Provides timely and high-quality services exceeding client expectations
• Identify additional areas of service and planning opportunities
• Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, and make recommendations to the client for consideration
• Prepares tax provision schedules by reviewing, preparing, and consolidating provision schedules
• Recommends tax strategies by researching federal, state, and local taxation issues
• Maintains legislative materials by reviewing, interpreting, and implementing new or revised laws
• Maintains compliance with regulations by forwarding required information to federal, state, and local authorities
• Revises procedures by developing and streamlining procedures and worksheets for calculation of tax provisions

Requirements:

• Bachelor’s Degree in Accounting or related field
• 5-7+ years public accounting experience with an emphasis in preparation and/or review of work papers, complex income tax returns, research and projections - Estate Tax
• Current CPA or eligibility to sit for the CPA exam preferred
• Experience with tax planning and tax strategy
• Technical and tax research skills
• Ability to identify and propose resolutions to certain income tax issues
• Understanding of financial statements and accounting
• Prior experience servicing clients in the private sector preferred
• Proactive in researching business best practice concepts in order to apply as appropriate
• Solid listening skills and ability to identify gaps in logic – inquisitive
• Strong organization and follow up skills, including the ability to handle competing priorities and meet all deadlines and commitments
• Ability to flourish in a fast-paced, complex environment and willing to adapt to change
• Demonstrated ability to lead a small team and ensure successful results
• Ability to give and follow instructions accurately and efficiently, proactive in asking clarifying questions to ensure work effort is directed wholly toward desired outcome
• Excellent communication skills along with great or developing negotiation skills
• Willingness and ability to adapt to new circumstances, information, and challenges
• Ability to travel to client sites when needed
• Demonstrates a positive, can-do attitude