Tax Manager

3 weeks ago


Reston, Virginia, United States FIG Talent Solutions Full time

Job Summary:

We are seeking a highly skilled Tax Manager to lead our tax and financial planning services. The ideal candidate will have extensive knowledge of tax regulations and financial planning strategies, with a focus on providing integrated tax and financial planning services to our clients.

Key Responsibilities:

  • Oversee and manage the preparation and review of complex individual, corporate, partnership, and fiduciary tax returns.
  • Develop and implement tax planning strategies to minimize tax liabilities and maximize client wealth.
  • Stay updated on federal, state, and local tax laws and regulations and ensure compliance.
  • Provide comprehensive financial planning services, including retirement planning, estate planning, investment strategies, and risk management.
  • Work closely with clients to understand their financial goals and develop personalized plans to achieve those goals.
  • Analyze clients' financial status, develop financial models, and present detailed financial plans.
  • Build and maintain strong client relationships, ensuring a high level of client satisfaction.
  • Serve as the primary point of contact for tax and financial planning clients.
  • Conduct client meetings to discuss tax and financial planning strategies, address concerns, and provide updates.
  • Mentor and develop junior tax and financial planning staff.
  • Delegate tasks effectively and ensure high-quality work output from the team.
  • Conduct training sessions on tax regulations and financial planning techniques.
  • Assist in the growth and development of the firm's tax and financial planning services.
  • Identify opportunities for new client acquisition and cross-selling additional services.
  • Participate in networking events and industry associations to promote the firm.

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, preferably within a CPA firm.
  • Proven track record of managing complex tax and financial planning engagements.

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.
  • Ability to manage multiple priorities and meet deadlines.
  • High level of integrity and professionalism.
  • Strong client service orientation.
  • Leadership and team-building capabilities.
  • Detail-oriented and organized.

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