Tax Senior / Manager

We're your comprehensive tax, accounting, and business advisory partner. We understand that finances are deeply personal, which is why we prioritize personalized accounting services. A cookie-cutter approach limits rather than liberates. That's why we're advocates for bespoke accounting solutions and tailored guidance. You'll experience firsthand how our services evolve from a profound engagement with your business and objectives.

Key Responsibilities:

Tax Compliance Management:

• Oversee the preparation and review of complex tax returns for individuals, corporations, partnerships, and other entities, ensuring accuracy and compliance with all relevant tax laws and regulations.
• Monitor and manage tax filing deadlines, extensions, and payments to minimize penalties and interest charges.
• Stay updated on changes in tax laws and regulations and assess their impact on clients' tax positions, providing guidance and recommendations accordingly.

Client Relationship Management:

• Build and maintain strong relationships with clients, serving as their primary point of contact for all tax-related matters.
• Understand clients' unique financial situations and goals, providing proactive tax planning advice to minimize tax liabilities and optimize financial outcomes.
• Respond promptly to client inquiries, concerns, and requests, delivering exceptional client service and fostering long-term partnerships.

Team Leadership and Development:

• Supervise and mentor a team of tax professionals, providing guidance, training, and feedback to support their professional growth and development.
• Delegate tasks effectively, ensuring equitable workload distribution and fostering a collaborative and supportive team environment.
• Conduct performance evaluations, set performance goals, and recognize and reward outstanding contributions to the team's success.

Strategic Tax Planning:

• Analyze clients' financial data and tax returns to identify opportunities for tax savings, deductions, and credits.
• Develop and implement comprehensive tax planning strategies tailored to clients' individual and business needs, considering factors such as income, investments, retirement plans, and estate planning.
• Collaborate with clients' other financial advisors, attorneys, and professionals to coordinate tax planning efforts and achieve integrated financial solutions.

Qualifications:

• Bachelor's degree in accounting, finance, or a related field; CPA certification preferred.
• Minimum of [X] years of experience in public accounting, with a focus on tax compliance and consulting.
• Strong knowledge of federal, state, and local tax laws and regulations, with a demonstrated ability to apply tax principles to complex client situations.
• Excellent analytical, problem-solving, and decision-making skills, with a meticulous attention to detail.
• Exceptional interpersonal and communication skills, with the ability to build rapport with clients and team members effectively.
• Proven leadership and team management abilities, with a track record of inspiring and motivating others to achieve common goals.

Proficiency in tax software and accounting systems, with a commitment to staying updated on industry trends and technological advancements.