Tax Manager Lead

1 week ago


Hebron Estates, Kentucky, United States Daniels & Erickson Full time
About Daniels & Erickson

We are a professional services firm dedicated to delivering exceptional tax solutions to our clients.

Job Overview

This is an exciting opportunity for a highly skilled Tax Manager to join our team and lead multiple client teams in tax return preparation and planning. The successful candidate will have the ability to build strong relationships with clients, manage projects, and contribute to the growth of our business.

Key Responsibilities
  • Oversee tax return preparation and planning for multiple client teams
  • Provide guidance, support, and skill development for team members
  • BUILD strong relationships with clients and manage a variety of client projects
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in Accounting or Master of Taxation
  • CPA License required (or state bar)
  • At least 5 years of tax experience in a public accounting firm
  • Experience managing individual/entity tax clients, including high-net-worth individuals and family offices
  • Industry experience with clients in oil & gas, real estate, hedge funds, or private equity
  • The ability to identify tax planning opportunities and collaborate on solutions
  • Experience effectively managing multiple client engagements and engagement economics (budgets, billing, collections)
  • Leadership, organizational, communication, interpersonal, problem-solving, and analytical skills
Benefits

We offer a range of benefits, including:

  • Hybrid work arrangement with remote work options after 90 days
  • Exempt from overtime pay; scheduled overtime required eight weeks leading up to April 15 and October 15
Compensation

We offer a competitive salary package, estimated at $120,000 - $150,000 per annum, based on experience.



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