Tax Professional Lead

7 days ago


Skokie, Illinois, United States Proactive Solutions HR Full time

We are seeking a seasoned Tax Manager to lead our team in delivering exceptional tax services. With a strong background in tax return drafting and reviewing, you will play a critical role in ensuring the accuracy and compliance of our clients' tax filings.

Responsibilities
  • Gathering relevant tax forms from clients, including W-2s and financial statements.
  • Providing regular updates to clients throughout the tax preparation process.
  • Data entry into tax return software (Lacerte) with high precision.
  • Tax return completion and self-review.
  • Oversight of junior tax preparers.
  • Serving as primary client relationship contact throughout the return process.
  • Building and maintaining customer relationships to promote business growth.
Qualifications
  • Proficiency in preparing individual and business tax returns (1040, 1120, 1120S, 1065).
  • Expertise in Microsoft Office, Google Drive, and Adobe Acrobat.
  • Prior experience with Lacerte tax software is preferred.
  • Exceptional communication and interpersonal skills.
  • Able to multitask and manage multiple client files simultaneously.
  • EA certification is mandatory; CPA or JD is highly valued.
  • Experience managing at least one direct report.
Benefits
  • Comprehensive retirement plan options.
  • Competitive health insurance coverage.
  • Life and LTD insurance benefits.
  • Paid time off for relaxation and rejuvenation.
  • A hybrid work environment that fosters productivity and work-life balance.
  • A collaborative team environment that encourages growth and learning.
  • The opportunity to work on complex financial transactions with tech-savvy clients – no two days are ever the same.
  • A culture that values teamwork while recognizing individual contributions and rewarding performance.
  • The chance to be part of a growing company with opportunities for career advancement.
Compensation

Our salary range for this position is $85,000 - $115,000 per year, depending on experience and qualifications.



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