Senior Tax Manager
2 days ago
We are seeking a highly skilled and experienced Senior Tax Manager to join our team at Whale, Mallozzi, & Padgett PC. This role requires exceptional client service, leadership, and technical tax skills to manage and oversee multiple engagements, ensuring the highest quality of service and compliance.
Key Responsibilities
- Lead, train, and mentor junior staff, fostering a collaborative and supportive team environment.
- Prepare and review complex business tax returns, ensuring compliance with federal and state tax regulations.
- Provide expert tax review and planning services, specifically for complex individual tax returns (1040s), including employee stock option reporting, multi-state taxation, Schedule C, Single Member LLC, and complex K-1s and brokerage statements.
- Utilize tax software tools such Ultratax and Quickbooks.
- Develop and maintain outstanding client relationships through exceptional service and communication skills.
- Manage multiple tax engagements, ensuring projects are completed accurately and on time.
- Identify tax issues and planning opportunities, providing strategic advice to clients.
- Represent the firm professionally in all client interactions, demonstrating strong verbal, written, and presentation skills.
- Maintain strong analytical, organizational, and project management skills with keen attention to detail.
Qualifications
- Bachelor's degree in accounting.
- CPA is preferable but not required.
- 7+ years of experience in the tax department of a public accounting firm.
- At least 2 years of detailed tax review experience.
- Preferable experience with Ultratax, Quickbooks, and Microsoft products.
- Exceptional client service and communication skills.
- Strong leadership, training, and mentoring abilities.
- Excellent analytical, organizational, and project management skills.
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