Senior Tax Leadership Position
7 days ago
The Consultative Search Group is seeking a seasoned tax professional to lead their dynamic team as a Tax Manager.
SalaryThe estimated annual salary for this position is $95,000 - $110,000, depending on experience.
Job DescriptionTax Leadership Role:
This role involves leading a team responsible for completing all client tax returns. The selected candidate will maintain strong relationships with clients and serve as a liaison between staff and Partners.
The Tax Manager will oversee various tax initiatives and strategies to ensure clients' tax returns are in compliance and thoroughly completed.
Key Responsibilities:
- Review and sign corporation, partnership, individual, and trust tax returns and tax projections, including numerous multi-state returns.
- Correspond with state and federal government agencies relating to client tax notifications received.
- Provide guidance and support to tax staff and other team members with relevant tax and software questions.
- Assist with document gathering efforts for state and federal audits.
- Ensure all tax returns, extensions, and relevant filings are completed and filed by deadlines.
- Ensure all tax planning related payments are made on time.
- Identify and research tax issues applicable to client transactions.
- Mentor staff towards the achievement of internal and personal goals.
- Attend client meetings with Partners to help build and manage client relationships.
- Work extended hours as needed.
Qualifications:
- Bachelor's degree in Accounting or a related business field (3.0 GPA or better).
- Certified Public Accountant or Enrolled Agent is preferred.
- At least 5 years of experience leading a team of tax professionals.
- 7+ years of related tax experience at a public accounting firm or family office.
- In-depth knowledge of tax concepts and regulations related to individuals, C corporations, S corporations, partnerships, estates, and trusts.
- Strong working knowledge of tax return workflow and ability to adapt.
- Ability to identify, analyze, and resolve issues, perform research, and demonstrate critical thinking to implement tax advice related to new legislation and planning.
- Ability to pay attention to detail, have excellent organization skills, and perform under deadlines.
- Proficiency with Lacerte and CCH Axcess/ProSystem.
- Understanding of Generally Accepted Accounting Principles.
- Competency in Microsoft applications including Word, Excel, and Outlook.
Compensation Package:
- Medical, Dental, and Vision coverage.
- Flexible Spending Account.
- Basic Life and AD&D insurance.
- Voluntary Life and AD&D insurance.
- Long-Term Disability insurance.
- Voluntary Critical Illness and Cancer, Hospital Indemnity, and Accident Coverage.
- Genetic Screening and Cancer Support.
- Pet Insurance.
- 20 PTO days annually.
- 401(k), Match, and Profit Sharing Plan.
- 10 Paid Holidays and 1 Floating Holiday.
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