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Tax Manager

1 month ago

Frederick, Maryland, United States DeLeon & Stang CPA's & Advisors Full time
Job Title: Tax Manager - Financial Planner

DeLeon & Stang CPA's & Advisors is seeking a highly skilled Tax Manager with expertise in financial planning to join our team.

Key Responsibilities:
  • Oversee and manage the preparation and review of complex tax returns.
  • Develop and implement tax planning strategies to minimize tax liabilities.
  • Stay updated on tax laws and regulations and ensure compliance.
  • Provide comprehensive financial planning services, including retirement planning and investment strategies.
  • Work closely with clients to understand their financial goals and develop personalized plans.
  • Analyze clients' financial status and develop financial models.
  • Build and maintain strong client relationships.
  • Serve as the primary point of contact for tax and financial planning clients.
Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA certification required; CFP designation preferred.
  • Minimum of 7-10 years of experience in tax management and financial planning.
Skills and Abilities:
  • In-depth knowledge of tax regulations and financial planning principles.
  • Excellent analytical and problem-solving skills.
  • Strong interpersonal and communication skills.
  • Proficiency in tax preparation software and financial planning tools.