Senior Tax Consultant

1 month ago


Highlands Ranch, Colorado, United States Creative Financial Staffing Full time

Tax Manager Position Overview

Location: Lakewood Ranch, FL

Why Consider This Tax Manager Opportunity?

  • The organization is seeking a Tax Manager to enhance the Tax division of the firm.
  • This role presents a remarkable chance for individuals desiring a more entrepreneurial path.
  • It provides substantial independence and responsibility over the Tax operations.
  • Standard office hours are maintained for a traditional work environment.

Key Responsibilities of the Tax Manager:

  • Oversee a portfolio of affluent clients, managing business, partnership, and individual tax returns.
  • Gather and systematize financial data and pertinent documents from clients.
  • Precisely prepare federal and state income tax returns (Form 1040) for clients.
  • Verify that all information complies with current tax laws and regulations.
  • Calculate tax obligations, deductions, credits, and payments.
  • Engage with clients to review their financial circumstances and tax requirements.
  • Offer strategic advice on tax planning to reduce tax liabilities and enhance returns.
  • Address client questions and resolve issues related to their tax submissions.
  • Update tax filing processes in accordance with new legislation and IRS guidelines.
  • Conduct internal reviews of tax returns to ensure compliance and precision.
  • Utilize tax preparation software for the electronic completion and filing of tax returns.
  • Uphold the utmost confidentiality regarding client information.

Qualifications Required for the Tax Manager Role:

  • Bachelor's degree or higher in Accounting or Finance.
  • A minimum of 5 years of tax-related experience.
  • Proficiency with Form 1040, U.S. Individual Tax Returns.
  • CPA License Designation is preferred.
  • Comprehensive understanding of tax laws and regulations.

Compensation: $100,000 - $150,000


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