Tax Manager

4 weeks ago


Saint Cloud, Minnesota, United States BerganKDV Full time
Job Summary

The Tax Manager at BerganKDV works closely with Tax Directors to assist in preparing and reviewing client deliverables.

The Manager will be responsible for the initial review of tax returns and projections, responses to government inquiries, and assisting wealth managers with client questions.

The Tax Manager will also have clients assigned to them for which they will be responsible for all client communication and final review of tax returns.

In addition, Tax Managers assist with training and development of interns, associates, and senior associates.

The Manager is responsible for managing their time and workload so that all assignments are completed in a timely manner.

We are looking for a self-motivated, personable, and task-oriented person who can work well with our existing tax group and our clients.



Responsibilities

• Review tax returns for a large volume of tax clients, including individuals, trusts, and businesses
• Assist Directors with timely and accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
• Communicate tax returns and projections with clients.
• Stay up to date on tax law changes and be able to communicate the effects of the law changes to clients
• All other duties as assigned

Required Experience / Qualifications

• CPA License
• Minimum 3 years of experience
• Preferred Experience / Qualifications: Master's Degree in income taxation
• Technical Skills: Understanding and previous use of Windows 7 or 8
• Proficiency in MS Excel and Word
• Ability to quickly learn and adapt to new systems and technology
• Previous use of ProSystem Fx or CCH Axcess Tax preferred, but not required
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